HDFC Short Term Opportunities Fund (Debt, Debt Short Duration)

Moderately Low
8 yrs 1 monthsStarted on:25 Jun 2010
₹ 10619.57 Cras on: 17 Jul 2018
Mid Term & Long 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 Month0.96
3 Month1.07
1 YR5.68
2 YR7.03
3 YR7.61

SIP Returns

TenureReturns (CAGR)
1 YR5.72
2 YR6.24
3 YR6.94
5 YR7.79


Company Name% Assets
Indiabulls Housing Finance Ltd. 19/03/20195.19
National Bank For Agriculture & Rural Development 30/09/2020 6.98%4.52
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.97
Tata Sons Ltd.2.74
Power Finance Corpn. Ltd. 30/06/2020 7.30%2.71
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.5
Small Industries Devp. Bank of India Ltd. 15/03/2019 8.04%2.35
Housing Development Finance Corpn. Ltd. 25/01/2019 7.49%2.11
Small Industries Devp. Bank of India Ltd. 28/03/2019 8.06%2
Housing & Urban Development Corpn. Ltd. 19/03/2020 7.70%1.86

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation1.02%
Sharpe Ratio0.85

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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