HDFC Medium Term Opportunities Fund (G) NAV | HDFC Mutual Fund | HDFC Medium Term Opportunities Fund (G) Investment

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ranking by CRISIL

Not Ranked

View Historic Graph From To

# Moneycontrol Rank within 84 Debt Long Term Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	2.0	-	-	-	-
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

* Returns over 1 year are Annualised

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

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	0.1	3.4	5.8	12.0	10.3	9.4	--
Category avg	-0.1	4.0	6.8	11.4	8.8	6.9	4.5
Difference of Fund returns and Category returns	0.2	-0.6	-1.0	0.6	1.5	2.5	--
Best of category	1.8	6.2	10.0	15.5	13.3	11.8	12.2
Worst of category	-0.9	1.7	3.6	7.8	7.3	0.7	-9.0

Investment Objective

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

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Jun 28, 2010
Benchmark	CRISIL Composite Bond Fund
Asset Size (Rs cr)	1,639.66 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Shobhit Mehrotra ~ Rakesh Vyas View performance of schemes managed by the Fund Manager
Notes	N.A

Entry Load	N.A
Exit Load	0.50%
Load Comments	exit load of 2% is payable if units are redeemed / switched out within 12 months from the date of allotment.and exit load of 1% is payable if units are redeemed / switched out after 12 months but within 18 months from the date of allotment.

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/

Debt Long Term	Crisil Rank	Assets (Rs.cr)
Debt Long Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Reliance Dynamic Bond (G)	Rank 2	4,008.07	5.3	8.7	14.5	10.5	7.2
Kotak Bond (Deposit) (G)	Not Ranked	455.94	5.2	8.1	13.4	9.6	10.5
Kotak Bond - Plan A (G)	Rank 3	4,571.33	5.2	8.0	13.4	9.6	10.5
SBI Dynamic Bond Fund (G)	Rank 1	5,238.04	5.2	9.1	14.7	11.8	7.4
Birla SL Income Plus -B RP (G)	Rank 2	2,818.16	5.9	9.9	15.4	9.9	10.1
* Returns over 1 year are Annualised	More »

Debt	Rating	Value (Rs cr)	Asset %
9.4 National Bank for Agriculture & Rural Development	CRISIL - AAA	81.68	3.92
9.38 Small Industries Development Bank of India	CARE - AAA	76.24	3.66
9.22Tata Motors Ltd.	CARE - AA	75.19	3.61
8.45 Export - Import Bank of India	CRISIL - AAA	74.82	3.59
9.38 Rural Electrification Corporation Ltd.	CRISIL - AAA	67.14	3.22
9.44 Infrastructure Development Finance Co. Ltd.	ICRA - AAA	65.66	3.15
9.25 Rural Electrification Corporation Ltd.	CRISIL - AAA	62.14	2.98
9.68Tata Sons Ltd.	CRISIL - AAA	61.75	2.96
9.75 LIC Housing Finance Ltd.	CARE - AAA	56.20	2.70
Housing Development Finance Corporation Ltd.	CRISIL - AAA	52.63	2.53