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HDFC Short Term Opportunities Fund (G) SET SMS ALERT

13.865
0 (0.03%)
NAV as on Apr-17-2014

Fund Family HDFC Mutual Fund

Fund Class Debt Short Term

ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Debt Short Term category by Crisil. If you are already invested in this scheme, you may continue to stay invested.

View Top ranked funds in this category

View Historic Graph From     To     

Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 0.9 64
3 mth 2.2 20
6 mth 4.7 19
1 year 8.2 38
2 year 9.0 23
3 year 9.3 19
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 2.1 2.3 0.7 2.7 8.3
2012 2.4 2.4 2.4 2.1 10.0
2011 2.0 2.3 2.1 2.1 9.2
2010 - 0.1 1.5 1.7 3.4

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 0.9 2.2 4.7 8.2 9.0 9.3 --
Category avg 0.7 1.9 4.1 7.3 4.9 4.8 2.8
Difference of Fund returns and Category returns 0.2 0.3 0.6 0.9 4.1 4.5 --
Best of category 1.1 2.4 5.4 10.5 10.8 10.5 9.1
Worst of category -24.5 1.5 3.4 5.2 7.2 7.4 3.7
HDFC Short Term Opportunities Fund (G) Review by Crisil - Rating: 5 (Rank 1 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 30 months.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jun 24, 2010
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 1,401.97 (Dec-31-2013)
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 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
11,244.95 1.7 4.3 6.2 9.0 7.8
Templeton (I) ST Income -Retail (G) Rank 3
6,654.88 2.1 4.7 8.4 9.5 8.9
Templeton (I) ST Income -Direct (G) Not Ranked
471.37 2.3 5.2 9.2 -- --
Templeton (I) STIF - Inst. (G) Not Ranked
266.43 2.2 4.9 8.7 9.8 9.1
Templeton Corporate Bond Opp. (G) Rank 4
5,242.15 2.1 4.8 8.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Debt Rating Value
(Rs cr)
Asset %
9.74 LIC Housing Finance Ltd. CRISIL - AAA 58.05 4.19
9.58 Power Finance Corporation Ltd. CRISIL - AAA 49.32 3.56
8.25 Steel Authority of India Ltd. CARE - AAA 45.44 3.28
8.35 Power Finance Corporation Ltd. CRISIL - AAA 44.89 3.24
9.38 Small Industries Development Bank of India [SIDBI] CARE - AAA 43.50 3.14
Andhra Pradesh Expressway Ltd. ICRA - AAA(SO) 29.92 2.16
8.97 EID Parry (India) Ltd. CRISIL - AA- 29.79 2.15
9.75 Housing Development Finance Corporation Ltd. CRISIL - AAA 28.95 2.09
10.1 Tata Motors Finance Ltd. CRISIL - AA 28.95 2.09
9.4 National Housing Bank FITCH - AAA 28.95 2.09

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 14)

Equity 0.00
Others 0.00
Debt 81.60
Mutual Funds 3.14
Money Market 11.61
Cash / Call 3.65

View All

Concentration

Holdings (%)
Top 5 17.41
Top 10 27.99
Sector (%)
Top 3 N.A.

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