HDFC Mid-Cap Opportunities Fund (G)

HDFC Mid-Cap Opportunities Fund (G)

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) ` 20893.16
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 1.71

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -4.70% -6.89%
3 Month -8.84% -11.98%
6 Month -2.61% -7.64%
1 Year -17.19% -21.79%
3 Year 3.11% 1.33%
5 Year 9.85% 7.42%
Since Inception 13.90% 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