HDFC Mid-Cap Opportunities Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 29.9% | 35.9% | 19.8% | 20.7% | ||||
| Category Average | 32.1% | 34.7% | 19.9% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil |
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Fund Objective
HDFC is a private-sector bank in India. It was established in 1994 to advance financial inclusion and work toward a society of inclusive financial services. Today, it is a leading bank in India with a presence in 17 countries across Asia, Africa, and the Middle East.
HDFC Mid-Cap Opportunities Fund is a mid-cap oriented equity fund by HDFC Mutual Fund. The fund aims to achieve capital appreciation through investments in stocks of small, medium, and large-sized companies. The fund is being managed by Chirag Setalvad and was started in the year 2008.
Pros & Cons
| Pros | Cons |
|---|---|
| The fund has an excellent 3-year trailing returns record, with returns of over 24.7%. | With any equity investment, there is always the risk of loss, and Mid Cap stocks tend to be more volatile than large-cap stocks. |
| The fund’s diversified portfolio of mid-cap stocks reduces the risk. | The fund has a high expense ratio. |
| The name HDFC gives a lot of trust and reliability to investors. | Just because the fund is relatively new, there needs to be more data available to assess its long-term prospects. |
Who Should Invest in HDFC Mid Cap Opportunities Fund?
HDFC Mid Cap Opportunities Fund is an excellent option for those seeking a mid-cap fund with a proven track record. Since 2008, the fund has been managed and outperformed by HDFC Asset Management Company.
The fund has 95.54% investment in domestic equities, of which 2.82% is in Large Cap stocks, 58.65% is in Mid Cap stocks, and 19.68% in Small Cap stocks. This makes it suitable for investors looking to invest money for at least 3-4 years and even more and looking for high returns.
These schemes should only be considered if you can tolerate high risk. A longer investment horizon, between seven and ten years, would be a better option. Investors can better navigate volatility if they have a longer investment horizon.
What are the Benefits of Investing in the HDFC Mid Cap Opportunities Fund?
HDFC Mid Cap Opportunities Fund, a mutual fund that invests in mid-cap companies, aims to create long-term capital growth. Some benefits of investing in this fund include the following:
- Diversification: The fund can reduce the portfolio’s overall risk by investing in various mid-cap companies.
- Potential for higher returns: Mid-cap companies have the potential to grow faster than large-cap companies, which can lead to higher returns for investors.
- Professional management: The fund is managed by experienced professionals who use their expertise and market knowledge to select the best investment opportunities.
- Liquidity: The fund is easily redeemable, providing investors with high liquidity.
- Convenience: Investing in a mutual fund is a convenient way to gain exposure to a diversified portfolio of mid-cap companies.
Fund Managers
Chirag Setalvad - Fund Management and Equity Research - Fund Manager
Mr Setalvad is one of the top Equity fund managers of HDFC mutual fund, managing the AUM of ₹63,256 Cr under 9 different schemes. He has over 22 years of experience collectively, of which 18 years of experience is in Fund Management and Equity Research and 3 years in investment banking.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Mid Cap .
-
- 12,555
-
17.2%Fund Size - 12,555
-
36.3%Fund Size - 12,555
-
20.7%Fund Size - 12,555
-
- Equity .
- Mid Cap .
-
- 18,343
-
25%Fund Size - 18,343
-
35.3%Fund Size - 18,343
-
21.5%Fund Size - 18,343
-
- Equity .
- Mid Cap .
-
- 33,091
-
17.3%Fund Size - 33,091
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32.9%Fund Size - 33,091
-
20.8%Fund Size - 33,091
-
- Equity .
- Mid Cap .
-
- 2,449
-
23.2%Fund Size - 2,449
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30.7%Fund Size - 2,449
-
20.3%Fund Size - 2,449
-
- Equity .
- Mid Cap .
-
- 8,617
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19.3%Fund Size - 8,617
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30%Fund Size - 8,617
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15%Fund Size - 8,617
AMC Contact Details
Frequently Asked Questions
How to invest in HDFC Mid-Cap Opportunities Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Mid-Cap Opportunities Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Mid-Cap Opportunities Fund – Direct Growth ?
How to redeem HDFC Mid-Cap Opportunities Fund – Direct Growth holding ?
What is the minimum sip amount of HDFC Mid-Cap Opportunities Fund – Direct Growth?
What are the top sectors HDFC Mid-Cap Opportunities Fund – Direct Growth has invested in?
- Finance - 11.82%
- Auto Components - 10.14%
- Industrial Products - 8.82%
- Banks - 8.23%
- Debt - 7.27%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Mid-Cap Opportunities Fund – Direct Growth?
How much returns have HDFC Mid-Cap Opportunities Fund – Direct Growth generated ?
What is the expense ratio of HDFC Mid-Cap Opportunities Fund – Direct Growth ?
What is the AUM of HDFC Mid-Cap Opportunities Fund – Direct Growth?
What are the top stock holdings of HDFC Mid-Cap Opportunities Fund – Direct Growth?
- Indian Hotels Co - 4.26%
- Tata Comm - 3.65%
- Max Healthcare - 3.21%
- Bharat Electron - 3.01%
- Apollo Tyres - 2.85%
How can I redeem my investments in HDFC Mid-Cap Opportunities Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Mid-Cap Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock in period for HDFC Mid-Cap Opportunities Fund - Direct Growth?
No, there is no lock in period for HDFC Mid-Cap Opportunities Fund – Direct Growth.