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HDFC Medium Term Opportunities Fund (G) SET SMS ALERT

13.745
0 (0.03%)
NAV as on Apr-17-2014

Fund Family

Fund Class

Forms
ranking by CRISIL

Average performance in the category

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

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Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 0.9 69
3 mth 2.0 21
6 mth 4.3 17
1 year 7.0 29
2 year 9.0 11
3 year 9.0 11
5 year - -

# Moneycontrol Rank within 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 ()

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.9 2.0 4.3 7.0 9.0 9.0 --
Category avg 1.2 2.2 10.7 11.7 15.5 0.6 9.0
Difference of Fund returns and Category returns -0.3 -0.2 -6.4 -4.7 -6.5 8.4 --
Best of category 1.2 2.2 10.7 11.7 15.5 0.6 9.0
Worst of category 0.00 0.00 0.00 0.00 0.00 0.00 0.00

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) 1,851.54 (Dec-31-2013)
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

Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Sundaram Capex Oppor.- IP (G) Not Ranked
0.32 0.0 0.0 -- -- --
Mirae Ultra STBF - SIP (G) Not Ranked
257.04 0.0 0.0 -- -- --
Mirae Liquid Fund - SIP (G) Not Ranked
231.07 0.0 0.0 -- -- --
HSBC Income (IP)-Inst Plan (G) Not Ranked
2.70 0.0 0.0 -- -- --
Peerless Ultra Short Term -IP (G) Not Ranked
20.98 0.0 0.0 -- -- --
* 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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