Optional
Optional
Optional
The scheme is ranked 1 in Short Duration Fund category by Crisil (for quarter ended Jun 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
HDFC Short Term Opportunities Fund has been renamed as HDFC Short Term Debt Fund w.e.f. May 16, 2018
| Period | Returns(%) | Rank# |
|---|---|---|
| 1 Month | 0.7 | 11 |
| 3 Months | 1.5 | 12 |
| 6 Months | 2.7 | 11 |
| 1 Year | 5.5 | 12 |
| 2 Years | 6.4 | 16 |
| 3 Years | 7.3 | 22 |
| 5 Years | 8.3 | 25 |
# Moneycontrol Rank within 67 Short Duration Fund Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2018 | 1.7 | 0.7 | 1.4 | - | - |
| 2017 | 1.5 | 1.8 | 1.8 | 0.8 | 6.3 |
| 2016 | 2.1 | 1.9 | 2.7 | 1.9 | 9.3 |
| 2015 | 2.3 | 1.7 | 2.3 | 1.7 | 8.6 |
| 2014 | 2.5 | 2.6 | 2.1 | 2.7 | 10.4 |
| 2013 | 2.1 | 2.3 | 0.7 | 2.7 | 8.3 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | 0.7 | 1.5 | 2.7 | 5.5 | 6.4 | 7.3 | 8.3 |
| Category average | 0.5 | 1.1 | 2 | 4.2 | 5.6 | 6.6 | 7.5 |
| Difference of Fund returns and Category returns | 0.2 | 0.4 | 0.7 | 1.3 | 0.8 | 0.7 | 0.8 |
| Best of Category | 1 | 1.9 | 3.7 | 6.9 | 8.7 | 8.7 | 9.9 |
| Worst of Category | 0.1 | -1.5 | -0.5 | 1.2 | 4 | 5.6 | 3.7 |
| Benchmark returns # | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Difference of Fund returns and Benchmark returns | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
To generate income / capital appreciation through investments in Debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be realized.
Open-Ended
Growth
Apr 06, 0010
CRISIL Short Term Bond Fund
2862.2 ( Sep 30, 2018 )
Sep 30, 2018
Rs.5000
N.A.
Anil Bamboli
View performance of schemes managed by the Fund Manager
HDFC Short Term Opportunities Fund has been renamed as HDFC Short Term Debt Fund w.e.f. May 16, 2018
N.A
0
Exit load the revised exit load will be Nil.
N.A.
66316333
91 22 22821144
| Fund | Crisil Rank | Assets(Rs Cr.) | Current NAV | 3mth(%) | 6mth(%) | 1yr(%) | 3yr(%) | 5yr(%) |
|---|---|---|---|---|---|---|---|---|
| Reliance Short Term Fund (G) | 2,218.82 | 33.2 | 0.9 | 1.6 | 3.3 | 6.6 | 7.9 | |
| Reliance Short Term Fund - Direct Plan (G) | 8,091.14 | 34.4 | 1.1 | 1.9 | 4.0 | 7.2 | 8.5 | |
| Franklin India Short Term Income Plan - Retail Plan (G) | 8,785.97 | 3789.1 | 1.6 | 3.0 | 6.1 | 7.9 | 9.0 | |
| Kotak Bond - Short Term Plan - Regular Plan (G) | 1,001.20 | 33.3 | 1.3 | 2.3 | 4.2 | 6.6 | 7.7 | |
| Kotak Bond - Short Term Plan - Direct Plan (G) | 7,173.89 | 34.7 | 1.5 | 2.8 | 5.1 | 7.6 | 8.5 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| National Bank for Agriculture & Rural Development | CRISIL - AAA | 150.81 | 5.32 |
| Indiabulls Housing Finance Ltd. | CARE - AAA | 165.43 | 4.85 |
| ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) | CRISIL - AAA(SO) | 91.11 | 3.49 |
| Tata Sons Ltd. | CRISIL - AAA | 99.82 | 3.21 |
| Power Finance Corporation Ltd. | CRISIL - AAA | 59.08 | 3.19 |
| ONGC Petro additions Ltd. (OPAL) (Put on ONGC Ltd.) | CRISIL - AAA(SO) | 91.11 | 2.93 |
| Housing and Urban Development Corporation Ltd. | ICRA - AAA | 67.79 | 2.18 |
| Tata Capital Financial Services Ltd. | ICRA - AAA | 67.17 | 2.16 |
| Rural Electrification Corporation Ltd. | CRISIL - AAA | 59.70 | 1.92 |
| Power Finance Corporation Ltd. | CARE - AAA | 59.08 | 1.90 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 94.36 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 5.64 |
| Sector | % | ||
|---|---|---|---|
| No Sector Allocation Data Available | |||
| Holdings | % |
|---|---|
| Top 5 | 20.06 |
| Top 10 | 94.36 |
| Sectors | % |
|---|---|
| Top 3 |
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