HDFC Medium Term Opportunities Fund (Debt, Debt Corporate Bond)

Moderately Low
8 yrs 2 monthsStarted on:29 Jun 2010
₹ 11963.73 Cras on: 13 Aug 2018
Mid Term & Long Horizon
0.43%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate income/capital appreciation through investments predominantly in AA+ and above rated corporate bonds.

Exit Load

* An open-ended Income Scheme - Current Load Structure : Exit Load: NIL wef from 27-APR-2016

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.23
1 Month0.70
3 Month1.76
1 YR4.43
2 YR6.60
3 YR7.75

SIP Returns

TenureReturns (CAGR)
1 YR4.99
2 YR5.65
3 YR6.77
5 YR7.83

Portfolio

Company Name% Assets
Power Finance Corpn. Ltd. 26/02/2020 8.36%5.12
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.62
Food Corporation of India 07/03/2022 9.95%2.4
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.3
Rajasthan State 24/02/2026 8.39%2.3
Reliance Jio Infocomm Ltd. 08/07/2021 8.32%2.18
Housing Development Finance Corpn. Ltd. 18/06/2020 1.50%2.13
Housing & Urban Development Corpn. Ltd. 19/03/2020 7.70%2.07
National Highways Authority of India Ltd. 18/03/2022 7.60%2.07
Bajaj Finance Ltd. 25/03/2020 7.98%2.01

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.83%
Beta0.5%
Sharpe Ratio0.58

Anupam Joshi

Mr. Joshi is a PGDM in Business Management.
Prior to joining IDFC AMC he has worked with Principal PNB AMC and ICAP India Pvt. Ltd.

Other Funds Managed by Anupam Joshi

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