HDFC Short Term Opportunities Fund (Debt, Short Term)

Moderately Low
7 yrs 9 monthsStarted on:25 Jun 2010
₹ 10056.1 Cras on: 21 Mar 2018
Short Term Horizon
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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

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 or contact any of our Investor Service Centre. Service Tax registration number : AAATH1809ASD001.

Scheme Documents

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TenureReturns (CAGR)
1 Month0.74
3 Month1.53
1 YR6.63
2 YR7.72
3 YR7.97

SIP Returns

TenureReturns (CAGR)
1 YR5.96
2 YR6.78
3 YR7.38
5 YR8.12


Company Name% Assets
Indiabulls Housing Finance Ltd. 19/03/20195.34
National Bank For Agriculture & Rural Development 31/05/2019 7.85%3.93
ONGC Petro Additions Ltd. 02/07/2019 8.75%3.14
Tata Sons Ltd.2.91
Power Finance Corpn. Ltd. 30/06/2020 7.30%2.89
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.64
Rural Electrification Corpn. Ltd. 12/10/2019 9.04%2.51
Small Industries Devp. Bank of India Ltd. 15/03/2019 8.04%2.49
National Bank For Agriculture & Rural Development 30/09/2020 6.98%2.44
Housing Development Finance Corpn. Ltd. 25/01/2019 7.49%2.22

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation0.91%
Sharpe Ratio5.12

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

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