HDFC Mid-Cap Opportunities Fund (D)

HDFC Mid-Cap Opportunities Fund (D)

AMC Name: HDFC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty Midcap 100 Index TRI
Fund Manager Chirag Setalvad
Fund Horizon OPEN
Inception Date 25-Jun-2007
Scheme AUM(CR) ` 20943.79
Minimum SIP/LUMPSUM ` 300/ `
Increment SIP/LUMPSUM ` 1/ `
SIP Dates 0
Entry Load 1.00% - If units are redeemed / switched out within 1 year from the date of allotment. Nil - If units are redeemed / switched out after 1 year from the date of allotment.
Exit Load 1.00% - If units are redeemed / switched out within 1 year from the date of allotment. Nil - If units are redeemed / switched out after 1 year from the date of allotment.
Expense Ratio 1.85

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.42% -1.35%
3 Month -7.11% -9.39%
6 Month -8.41% -11.58%
1 Year -13.49% -18.03%
3 Year 3.10% 1.52%
5 Year 9.23% 7.36%
Since Inception 14.03% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others