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HDFC Medium Term Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
14.733 0.01 (0.04%)

NAV as on 20 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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View Historic Graph From     To     

Returns (NAV as on 20 Nov, 2014)

Period Returns (%) Rank #
1 mth 1.2 46
3 mth 3.3 23
6 mth 5.5 24
1 year 11.6 9
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 127 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 2.9 2.2 - -
2013 2.1 2.5 -0.3 2.7 7.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.2 3.3 5.5 11.6 -- -- --
Category avg 1.1 2.9 4.9 9.1 4.3 4.4 2.9
Difference of Fund returns and Category returns 0.1 0.4 0.6 2.5 -- -- --
Best of category 2.2 4.7 7.2 13.1 10.6 10.5 9.3
Worst of category 0.6 1.8 3.8 7.7 7.6 7.7 4.4

Investment Info

Investment Objective

To generate regular income through investments in Debt/Money Market Instruments and Government Securities with maturities not exceeding 60 months.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 457.56 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Shobhit Mehrotra
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 12 monthsfrom the date of allotment.

Contact Details

Regd. Office Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22028862
Email jmathews@hdfcindia.com
Website http://www.hdfcfund.com/

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -Direct (G) Not Ranked
1,493.59 4.7 7.2 13.1 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,172.94 4.6 7.0 12.7 10.1 8.8
Franklin (I) STIF - Inst. (G) Not Ranked
163.11 3.8 6.2 12.2 10.5 9.3
Birla SL Short Term Fund (DAP) Not Ranked
0.02 3.2 5.4 11.1 10.0 8.4
Birla SL Short Term - Direct (G) Not Ranked
3,768.25 3.2 5.5 11.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Debt Rating Value
(Rs cr)
Asset %
9.25 Rural Electrification Corporation Ltd. CRISIL - AAA 81.20 3.40
8.77 Hindustan Petroleum Corporation Ltd. CRISIL - AAA 75.22 3.15
9.22 Tata Motors Ltd. CARE - AA+ 75.09 3.14
9.4 Rural Electrification Corporation Ltd. CRISIL - AAA 71.24 2.98
8.45 Export - Import Bank of India CRISIL - AAA 59.36 2.48
9.75 LIC Housing Finance Ltd. CRISIL - AAA 55.31 2.31
9.55 LIC Housing Finance Ltd. CRISIL - AAA 50.95 2.13
9.33 National Bank for Agriculture & Rural Development CRISIL - AAA 50.86 2.13
9.38 Rural Electrification Corporation Ltd. CRISIL - AAA 50.66 2.12
9.68 Tata Sons Ltd. CRISIL - AAA 50.57 2.11

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 0.00
Others 0.00
Debt 88.15
Mutual Funds N.A
Money Market 8.24
Cash / Call 3.61

View All

Concentration

Holdings (%)
Top 5 15.15
Top 10 25.95
Sector (%)
Top 3 N.A.

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