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HDFC Short Term Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
15.083 0 (0.02%)

NAV as on 30 Jan, 2015

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

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on 30 Jan, 2015)

Period Returns (%) Rank #
1 mth 1.1 69
3 mth 2.6 82
6 mth 5.5 70
1 year 11.1 48
2 year 9.7 27
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 2.6 2.2 2.8 -
2013 2.1 2.3 0.7 2.7 8.4

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 1.1 2.6 5.5 11.1 9.7 -- --
Category avg 1.1 2.7 5.4 9.7 7.6 7.6 5.4
Difference of Fund returns and Category returns 0.0 -0.1 0.1 1.4 2.1 -- --
Best of category 1.7 5.8 9.9 16.4 11.5 10.9 9.7
Worst of category 0.5 1.7 3.7 7.7 7.7 7.6 4.7

Investment Info

Investment Objective

To generate regular income through investments in Debt/Money Market Instruments and Government Securities with maturities not exceeding 30 months.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 1,076.86 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Anil Bamboli
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit load of 0.50% if redeemed within 3 months from the date of allotment.

Contact Details

Regd. Office “HUL House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate,Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22821144
Email cliser@hdfcfund.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) Not Ranked
7,143.07 5.7 9.6 15.9 10.9 9.6
Birla SL Short Term - Direct (G) Not Ranked
3,942.31 2.9 5.9 11.6 -- --
Reliance Short Term - Direct (G) Not Ranked
2,289.11 3.3 6.5 12.7 -- --
HDFC Corporate Debt Opp. -Reg (G) Not Ranked
2,871.30 3.6 7.3 -- -- --
Birla SL Dynamic Bond -Direct (G) Not Ranked
2,494.99 5.8 9.9 16.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Debt Rating Value
(Rs cr)
Asset %
9.52 Rural Electrification Corporation Ltd. CRISIL - AAA 70.64 6.56
8.38 Steel Authority of India Ltd. CARE - AAA 41.57 3.86
9.74 LIC Housing Finance Ltd. CRISIL - AAA 38.34 3.56
8.25 Steel Authority of India Ltd. CARE - AAA 37.80 3.51
9 Petronet LNG Ltd. CRISIL - AA+ 32.31 3.00
9.67 Rural Electrification Corporation Ltd. CRISIL - AAA 30.58 2.84
9.32 Power Finance Corporation Ltd. CRISIL - AAA 30.37 2.82
9.75 Housing Development Finance Corporation Ltd. CRISIL - AAA 28.86 2.68
9.11 Power Finance Corporation Ltd. CRISIL - AAA 24.88 2.31
9.8 Power Finance Corporation Ltd. CRISIL - AAA 22.29 2.07

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 0.00
Others 0.00
Debt 86.65
Mutual Funds N.A
Money Market 9.46
Cash / Call 3.89

View All

Concentration

Holdings (%)
Top 5 20.49
Top 10 33.21
Sector (%)
Top 3 N.A.

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