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HDFC Medium Term Opportunities Fund (G) SET SMS ALERT

13.787
0.01 (0.05%)
NAV as on Apr-23-2014

Fund Family HDFC Mutual Fund

Fund Class Debt Short Term

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

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Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 0.8 44
3 mth 2.3 59
6 mth 4.5 53
1 year 7.0 104
2 year 9.2 21
3 year 9.1 26
5 year - -

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 - - - -
2013 2.0 2.5 -0.4 2.7 7.4
2012 1.8 2.5 3.5 2.1 10.4
2011 2.0 2.0 1.9 2.2 8.6
2010 - - 1.6 1.8 3.5

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 0.8 2.3 4.5 7.0 9.2 9.1 --
Category avg 0.6 2.2 4.2 7.3 4.9 4.9 2.8
Difference of Fund returns and Category returns 0.2 0.1 0.3 -0.3 4.3 4.2 --
Best of category 1.0 2.8 5.6 10.6 11.0 10.5 9.2
Worst of category -24.5 1.8 3.6 5.2 7.2 7.5 3.7
HDFC Medium Term Opportunities Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

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 Jun 28, 2010
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 1,855.46 (Mar-31-2014)
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 -RP (G) Rank 4
9,350.19 2.2 4.5 6.1 9.1 7.8
Templeton (I) ST Income -Retail (G) Rank 3
7,169.54 2.4 4.9 8.4 9.6 8.9
Templeton Corporate Bond Opp. (G) Rank 4
5,644.23 2.5 5.1 8.2 -- --
Templeton India Income Oppor. (G) Rank 4
3,846.21 2.4 4.9 8.1 9.5 --
Reliance RSF - Debt - RP (G) Rank 4
3,867.79 2.4 4.4 7.9 9.0 7.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Debt Rating Value
(Rs cr)
Asset %
9.38 Rural Electrification Corporation Ltd. CRISIL - AAA 66.05 3.56
9.25 Rural Electrification Corporation Ltd. CRISIL - AAA 61.60 3.32
9.22 Tata Motors Ltd. CARE - AA+ 61.42 3.31
8.77 Hindustan Petroleum Corporation Ltd. CRISIL - AAA 60.49 3.26
9.68 Tata Sons Ltd. CRISIL - AAA 49.54 2.67
8.45 Export - Import Bank of India CRISIL - AAA 48.61 2.62
9.75 LIC Housing Finance Ltd. CRISIL - AAA 45.46 2.45
Housing Development Finance Corporation Ltd. CRISIL - AAA 45.46 2.45
9.38 Small Industries Development Bank of India [SIDBI] CRISIL - AAA 41.38 2.23
8.45 Export - Import Bank of India CRISIL - AAA 40.82 2.20

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 0.00
Others 0.00
Debt 81.24
Mutual Funds 1.56
Money Market 13.33
Cash / Call 3.87

View All

Concentration

Holdings (%)
Top 5 16.12
Top 10 28.07
Sector (%)
Top 3 N.A.

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