HDFC Short Term Opportunities Fund (Debt, Short Term)

18.85
8.87%
2
Income Generation
Short Term Horizon
Moderately Low
0.37%
7 yrs 6 months25 Jun 2010
₹ 10214.91 Cr08 Dec 2017

Similar Funds

Franklin India Low Duration Fund
  • Return (CAGR) 9.50%
  • Crisil Ranking 1
  • Value Research
Birla Sun Life Short Term Fund
  • Return (CAGR) 9.46%
  • Crisil Ranking 3
  • Value Research
Baroda Pioneer Short Term Bond Fund - Plan A
  • Return (CAGR) 8.31%
  • Crisil Ranking 4
  • Value Research
ICICI Prudential Ultra Short Term
  • Return (CAGR) 8.74%
  • Crisil Ranking 3
  • Value Research
HDFC High Interest Fund - Short Term Plan
  • Return (CAGR) 8.06%
  • Crisil Ranking 5
  • Value Research
RELIANCE FLOATING RATE FUND-SHORT TERM PLAN
  • Return (CAGR) 7.77%
  • Crisil Ranking 3
  • Value Research
Principal Short Term Income Fund
  • Return (CAGR) 7.83%
  • Crisil Ranking NA
  • Value Research
Axis Short Term Fund
  • Return (CAGR) 8.17%
  • Crisil Ranking 4
  • Value Research
DSP BlackRock BANKING & PSU DEBT FUND
  • Return (CAGR) 9.14%
  • Crisil Ranking 3
  • Value Research

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

* An Open Ended Income Scheme - Current Load Structure : Entry Load ? Not Applicable; Exit Load - Nil. Applicable for the subscriptions made w.e.f. 01-Aug-2016. The rate of exit load levied on units redeemed / switched-out will be the rate prevailing at the time of allotment of the units. For further details visit www.hdfcfund.com or contact any of our Investor Service Centre. Service Tax registration number : AAATH1809ASD001.

Investment Objective

The scheme seeks to generate regular income through investment in debt securities and money market instruments.

Scheme Documents

TenureReturns (CAGR)
YTD
6.59
1 Month
0.34
3 Month
1.20
1 YR
6.96
2 YR
8.12
3 YR
8.31
TenureReturns (CAGR)
1 YR
6.64
2 YR
7.56
3 YR
7.93
5 YR
8.52

Portfolio

Company Name% Assets
Indiabulls Housing Finance Ltd. 19/03/20195.17
National Bank For Agriculture & Rural Development 31/05/2019 7.85%3.92
ONGC Petro Additions Ltd. 02/07/2019 8.75%3.12
Tata Sons Ltd.2.92
Power Finance Corpn. Ltd. 30/06/2020 7.30%2.9
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.62
Rural Electrification Corpn. Ltd. 12/10/2019 9.04%2.52
Reliance Jio Infocomm Ltd. 31/07/2018 8.55%2.48
Housing Development Finance Corpn. Ltd. 25/01/2019 7.49%2.21
Rajasthan State 23/06/2019 7.86%2.19

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation0.84%
Beta0.71%
Sharpe Ratio4.32

Anil Bamboli

Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.
Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.

Other Funds Managed by Anil Bamboli

© CRISIL Limited 2017. All Rights Reserved