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HDFC Short Term Opportunities Fund - Growth Option

Category: Credit Opportunities Fund
Launch Date: 25-06-2010
Asset Class: Money Market
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 0.37% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,076.17 Cr As on (30-09-2017)
Turn over: -
NAV as on 23-02-2018

18.9734

0.01 (0.0538%)

CAGR Since Inception

8.71%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of HDFC Short Term Opportunities Fund - Growth Option

Scheme Performance (%)

Data as on - 23-02-2018

Yearly Performance (%)

Fund Managers

Mr. Anil Bamboli, Mr. Rakesh Vyas

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.

Investment Objective

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

RETURNS CALCULATOR for HDFC Short Term Opportunities Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Short Term Opportunities Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Short Term Opportunities Fund - Growth Option 0.86 6.39 3.12 0.62 7.16 1.72
Credit Opportunities Fund - - - - - -

PEER COMPARISION of HDFC Short Term Opportunities Fund - Growth Option

Period
Data as on - 23-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Short Term Opportunities Fund - Growth Option 25-06-2010 6.13 7.88 7.93 8.58 0.0
BOI AXA Corporate Credit Spectrum Fund - Regular Plan 27-02-2015 8.36 10.22 0.0 0.0 0.0
Franklin India Short-Term Income Plan-Growth 31-01-2002 7.89 9.59 8.4 9.25 9.24
Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth 13-04-2015 7.85 9.18 0.0 0.0 0.0
Franklin India Income Opportunities Fund - Growth 11-12-2009 7.8 9.67 8.51 9.25 0.0
Franklin India Low Duration Fund - Growth Plan 26-07-2010 7.68 9.22 9.11 9.45 0.0
Franklin India Dynamic Accrual Fund-Growth 05-03-1997 7.57 9.89 9.25 9.06 7.79
Franklin India Corporate Bond Opportunities Fund - Growth 07-12-2011 7.49 9.33 8.5 9.25 0.0
Baroda Pioneer Credit Opportunities Fund -Plan A -Growth Option 23-01-2015 7.36 9.67 9.49 0.0 0.0
L&T Short Term Income Fund-Regular Plan - Growth 04-12-2010 7.23 8.97 8.78 8.92 0.0

PORTFOLIO ANALYSIS of HDFC Short Term Opportunities Fund - Growth Option

Asset Allocation (%)

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