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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
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Indian Hotels Co | Hotels & Restaurants | Equity | 4.26% |
Tata Comm | Telecomm-Service | Equity | 3.65% |
Max Healthcare | Healthcare | Equity | 3.21% |
Bharat Electron | Electronics | Equity | 3.01% |
Apollo Tyres | Tyres | Equity | 2.85% |
Cholaman.Inv.&Fn | Finance | Equity | 2.79% |
Sundram Fasten. | Auto Ancillaries | Equity | 2.66% |
AIA Engineering | Castings, Forgings & Fastners | Equity | 2.65% |
Indian Bank | Banks | Equity | 2.6% |
Coforge | IT - Software | Equity | 2.54% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 2.48% |
REC Ltd | Finance | Equity | 2.48% |
Ipca Labs. | Pharmaceuticals | Equity | 2.45% |
Shriram Finance | Finance | Equity | 2.45% |
Max Financial | Finance | Equity | 2.42% |
Balkrishna Inds | Tyres | Equity | 2.41% |
SKF India | Bearings | Equity | 2.36% |
Jindal Steel | Steel | Equity | 2.17% |
Federal Bank | Banks | Equity | 2.09% |
Persistent Sys | IT - Software | Equity | 2.08% |
Supreme Inds. | Plastic products | Equity | 1.97% |
Crompton Gr. Con | Consumer Durables | Equity | 1.83% |
Power Fin.Corpn. | Finance | Equity | 1.81% |
Union Bank (I) | Banks | Equity | 1.62% |
H P C L | Refineries | Equity | 1.6% |
M & M Fin. Serv. | Finance | Equity | 1.43% |
Solar Industries | Chemicals | Equity | 1.39% |
Aurobindo Pharma | Pharmaceuticals | Equity | 1.29% |
Gujarat Fluoroch | Chemicals | Equity | 1.28% |
K E C Intl. | Capital Goods - Electrical Equipment | Equity | 1.28% |
Redington | Trading | Equity | 1.18% |
Cummins India | Capital Goods-Non Electrical Equipment | Equity | 1.07% |
KNR Construct. | Construction | Equity | 1.06% |
Dixon Technolog. | Consumer Durables | Equity | 1.03% |
Oracle Fin.Serv. | IT - Software | Equity | 1.02% |
Tata Chemicals | Chemicals | Equity | 0.96% |
Atul | Chemicals | Equity | 0.93% |
Aarti Industries | Chemicals | Equity | 0.92% |
Glenmark Pharma. | Pharmaceuticals | Equity | 0.92% |
Zee Entertainmen | Entertainment | Equity | 0.92% |
City Union Bank | Banks | Equity | 0.86% |
Karur Vysya Bank | Banks | Equity | 0.85% |
Greenlam Industr | Miscellaneous | Equity | 0.82% |
VST Industries | Tobacco Products | Equity | 0.77% |
Emami | FMCG | Equity | 0.76% |
Chola Financial | Finance | Equity | 0.66% |
Vardhman Textile | Textiles | Equity | 0.64% |
Nippon Life Ind. | Finance | Equity | 0.63% |
Symphony | Consumer Durables | Equity | 0.62% |
Schaeffler India | Bearings | Equity | 0.55% |
Greenpanel Inds. | Miscellaneous | Equity | 0.53% |
Vesuvius India | Refractories | Equity | 0.53% |
Navneet Educat. | Printing & Stationery | Equity | 0.52% |
RBL Bank | Banks | Equity | 0.51% |
Sona BLW Precis. | Auto Ancillaries | Equity | 0.51% |
Arvind Ltd | Textiles | Equity | 0.45% |
Delta Corp | Miscellaneous | Equity | 0.43% |
Dilip Buildcon | Infrastructure Developers & Operators | Equity | 0.43% |
Jagran Prakashan | Media - Print/Television/Radio | Equity | 0.31% |
Greenply Industr | Miscellaneous | Equity | 0.26% |
Mahindra Holiday | Hotels & Restaurants | Equity | 0.26% |
Mankind Pharma | Trading | Equity | 0.23% |
Dhanuka Agritech | Agro Chemicals | Equity | 0.18% |
Sectors | Asset |
---|---|
Finance | 11.82% |
Auto Components | 10.14% |
Industrial Products | 8.82% |
Banks | 8.23% |
Debt | 7.27% |
Aerospace & Defense | 5.69% |
Chemicals & Petrochemical | 5.13% |
Consumer Durables | 5.08% |
IT-Software | 5.03% |
Pharmaceuticals & Biotech | 5.01% |
Leisure Services | 4.88% |
Telecom-Services | 3.81% |
Healthcare Services | 3.37% |
Ferrous Metals | 2.2% |
Insurance | 2.17% |
Petroleum Products | 1.89% |
Commercial Services & Sup | 1.41% |
Construction | 1.35% |
Electrical Equipments | 1.26% |
Textiles & Apparels | 0.99% |
Entertainment | 0.89% |
CigaretteS & Tobacco Prod | 0.84% |
Personal Products | 0.7% |
Capital Markets | 0.67% |
Printing & Publication | 0.51% |
Cash & Others | 0.35% |
Media | 0.31% |
Fertilisers & Agrochemica | 0.18% |
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 Returns
- 5Y
-
SBI Magnum Midcap Fund – Direct Growth- Equity .
- Mid Cap .
-
- 12,555
-
17.2%Fund Size - 12,555
-
36.3%Fund Size - 12,555
-
20.7%Fund Size - 12,555
-
Nippon India Growth Fund – Direct Growth- Equity .
- Mid Cap .
-
- 18,343
-
25%Fund Size - 18,343
-
35.3%Fund Size - 18,343
-
21.5%Fund Size - 18,343
-
Kotak Emerging Equity Fund – Direct Growth- Equity .
- Mid Cap .
-
- 33,091
-
17.3%Fund Size - 33,091
-
32.9%Fund Size - 33,091
-
20.8%Fund Size - 33,091
-
Tata Mid Cap Growth Fund – Direct Growth- Equity .
- Mid Cap .
-
- 2,449
-
23.2%Fund Size - 2,449
-
30.7%Fund Size - 2,449
-
20.3%Fund Size - 2,449
-
Sundaram Mid Cap Fund – Direct Growth- Equity .
- Mid Cap .
-
- 8,617
-
19.3%Fund Size - 8,617
-
30%Fund Size - 8,617
-
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.