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Mutual Fund Review – HDFC short term opportunities

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Name of the Fund: HDFC short term opportunities (G)

Ranked #1 by CRISIL

Category: Debt- short term

Expense Ratio: 0.33%

Risk Level: Low

Benchmark: Crisil short term bond

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

Returns (Annualized)


Our Review

HDFC short term opportunities (g) fund has made its inception in the year 2010. It has managed to match the benchmark index i.e. crisil short term bond index in the 1 and 3 year returns. Top holdings of the fund include LIC, PFC and SAIL.

The fund focuses on short term debt opportunities. The best part about this fund is the low expense ratio of 0.33%. The fund has actively countered the interest rate volatilities in the past couple of years. It invests in a lot of AAA rated instruments. The fund takes a conservative approach. If you are looking for a conservative debt fund, this can be in your portfolio.

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