HDFC Mid-Cap Opportunities Fund

Equity · Mid Cap
 · ★★★
100
Min SIP
100
Min Lumpsum
0.94 %
Expense Ratio
★★★
Rating
36,911
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
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Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 27% 37.8% 14.9% 19.5%
Category Average 19.8% 35.5% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
Indian Hotels Co
4.78%
Hind.Aeronautics
3.85%
Cholaman.Inv.&Fn
3.39%
Max Healthcare
3.35%
Bharat Electron
3.34%
Others
81.29%
Finance
10.62%
Auto Components
10.51%
Banks
8.95%
Industrial Products
7.8%
Aerospace & Defense
7.19%
Others
54.93%
Equity
93.5%
Net Curr Ass/Net Receivables
3.8%
Reverse Repos
2.7%

Advance Ratio

0.31
Alpha
4.58
SD
0.9
Beta
0.59
Sharpe

Exit Load

Exit Load Nil

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.

How to Invest in HDFC Mid Cap Opportunities Fund?

It’s always necessary to submit the required documents, such as a PAN card, address proof, and a cancelled cheque or bank statement. Before making any investments, you should also read the scheme information and statement of additional information document carefully and consult your financial advisor if you have any doubts.

What is the Expense Ratio of the HDFC Mid Cap Opportunities Fund?

The expense ratio includes the management fee and the fund’s operating expenses. The operating expenses include costs such as custodian fees, audit fees, and marketing expenses. All these costs are taken from the investors.

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:

  1. Diversification: The fund can reduce the portfolio’s overall risk by investing in various mid-cap companies.
  2. 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.
  3. Professional management: The fund is managed by experienced professionals who use their expertise and market knowledge to select the best investment opportunities.
  4. Liquidity: The fund is easily redeemable, providing investors with high liquidity.
  5. 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

AMC Contact Details

HDFC Mutual Fund
AUM:
4,18,852 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com

Frequently Asked Questions

How to invest in HDFC Mid-Cap Opportunities Fund ?

You can invest in HDFC Mid-Cap Opportunities Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HDFC Mid-Cap Opportunities Fund 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 ?

The NAV of HDFC Mid-Cap Opportunities Fund is ₹120.1 as of 01 June 2023.

How to redeem HDFC Mid-Cap Opportunities Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HDFC Mid-Cap Opportunities Fund?

The minimum SIP amount of HDFC Mid-Cap Opportunities Fund is ₹100

What are the top sectors HDFC Mid-Cap Opportunities Fund has invested in??

The top sectors HDFC Mid-Cap Opportunities Fund has invested in are
  1. Indian Hotels Co - 4.78%
  2. Hind.Aeronautics - 3.85%
  3. Cholaman.Inv.&Fn - 3.39%
  4. Max Healthcare - 3.35%
  5. Bharat Electron - 3.34%

How much returns have HDFC Mid-Cap Opportunities Fund generated ?

The HDFC Mid-Cap Opportunities Fund has delivered 19.5% since inception

What is the expense ratio of HDFC Mid-Cap Opportunities Fund ?

The expense ratio of HDFC Mid-Cap Opportunities Fund is 0.94 % as of 01 June 2023.

What is the AUM of HDFC Mid-Cap Opportunities Fund?

The AUM of HDFC Mid-Cap Opportunities Fund is ₹4,18,852 Cr as of 01 June 2023

What are the top stock holdings of HDFC Mid-Cap Opportunities Fund?

The top stock holdings of HDFC Mid-Cap Opportunities Fund are
  1. Indian Hotels Co - 4.78%
  2. Hind.Aeronautics - 3.85%
  3. Cholaman.Inv.&Fn - 3.39%
  4. Max Healthcare - 3.35%
  5. Bharat Electron - 3.34%
Invest Now