HDFC Mid-Cap Opportunities Fund - Growth - Regular Plan

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  • 0.81 %Nav, as on 17-01-2020

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  • Net Change on 17-01-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.There is no assurance that the investment objective of the Scheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option 6.44 10.61 6.83 8.16 8.83 14.72
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 6.83 8.16 8.83 1.71 22,796.46
Franklin India Prima Fund-Growth Dec 01, 1993 8.48 9.67 8.84 1.92 7,583.30
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 16.37 11.09 10.68 1.95 6,956.77
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 12.29 10.81 8.84 1.87 6,843.89
L&T Mid Cap Fund-Regular Plan-Growth Aug 09, 2004 6.38 10.43 10.62 1.95 5,992.33
Sundaram Midcap Fund -Growth Jul 19, 2002 7.20 6.36 8.52 1.96 5,901.43

Fund Holdings as on 31-December-2019

  • TREPS - Tri-party Repo

  • Cholamandalam Investment & Finance

  • Balkrishna Industries Ltd.

  • Aarti Industries Ltd.

  • City Union Bank Ltd.

  • Sundram Fasteners Ltd.

  • Voltas Ltd.

  • Trent Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Indian Hotels Company Ltd.

  • Whirlpool of India Ltd

  • Tata Chemicals Ltd.

  • Max Financial Services Ltd.

  • Hexaware Technologies Ltd.

  • Crompton Greaves Consumer Elec. Ltd

  • RBL Bank Ltd.

  • VST INDUSTRIES LTD.

  • Ipca Laboratories Ltd.

  • SKF India Ltd.

  • Atul Ltd.

  • AIA Engineering Ltd.

  • Divis Laboratories Ltd.

  • Cholamandalam Financial Holdings Ltd

  • Exide Industries Ltd.

  • Bharat Electronics Ltd.

  • The Federal Bank Ltd.

  • Reliance Nippon Life Asset Management Ltd.

  • Tube Investments of India Ltd.

  • Supreme Industries Ltd.

  • Carborundum Universal Ltd.

  • Apollo Tyres Ltd.

  • Blue Star Ltd.

  • KEC International Ltd.

  • Larsen & Toubro Infotech Ltd.

  • Power Finance Corporation Ltd

  • KNR Construction limited.

  • Rural Electrification Corporation Ltd.

  • Redington (India) Ltd.

  • MRF Ltd.

  • Solar Industries India Ltd.

  • Dilip Buildcon Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Karur Vysya Bank Ltd.

  • Edelweiss Financial Services Ltd.

  • Aurobindo Pharma Ltd.

  • Delta Corp Ltd.

  • Bata India Ltd.

  • Schaeffler India Ltd.

  • GUJARAT FLUOROCHEMICALS LIMITED

  • Union Bank of India

  • Greenlam Industries Ltd.

  • Navneet Education Ltd.

  • Indian Bank

  • Punjab National Bank

  • Greenply Industries Ltd.

  • Symphony Ltd.

  • Grindwell Norton Ltd.

  • Arvind Fashions Limited

  • Jagran Prakashan Ltd.

  • Tata Capital Financial Services Ltd^

  • NIIT Technologies Ltd.

  • National Bank for Agri & Rural Dev.^

  • Axis Bank Ltd.^

  • Vesuvius India Ltd.

  • Cummins India Ltd.

  • Persistent Systems Limited

  • Mahindra Holidays & Resorts Ind Ltd

  • Vardhman Textiles Ltd.

  • RITES Limited

  • Arvind Limited

  • Dhanuka Agritech Ltd.

  • Strides Pharma Science Limited

  • Greenpanel Industries Limited

  • LIC Housing Finance Ltd.^

  • The Anup Engineering Limited

  • GFL Limited

  • Arti Surfactants Limited

  • Zee Entertainment Enterprises Ltd

  • Net Current Assets

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  • Chemicals

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Miscellaneous

  • Tyres & Allied

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Trading

  • Retailing

  • IT - Software

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Bearings

  • Engineering - Construction

  • Finance - Others

  • Finance Term Lending

  • Cigarettes/Tobacco

  • Abrasives

  • Bank - Public

  • Finance - Investment

  • Batteries

  • Finance - Asset Management

  • Cycles

  • Plastic Products

  • Printing And Publishing

  • Construction - Real Estate

  • Laminates/Decoratives

  • Wood & Wood Products

  • Textile

  • Refractories

  • Diesel Engines

  • Engineering

  • Pesticides & Agrochemicals

  • Unspecified

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About HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund is a mid cap biased fund from HDFC Mutual Fund.

HDFC Mid-Cap Opportunities Fund has outperformed its benchmark and the category average across longer timeframes. Despite being a midcap fund, HDFC Mid-Cap Opportunities Fund has been impressive when it comes to managing volatility and curtailing down-side risks. 

Being the largest mid cap fund by AUM, HDFC Mid-Cap Opportunities Fund holds a well-diversified portfolio of around 65-80 comprising of fundamentally sound growth oriented companies in the mid and high mid cap segment. The fund resists from following market momentum and holds stocks in which it has conviction, for the long term. Moreover, it belongs to a fund house, which is known to follow strong investment processes and systems.

HDFC Mid-Cap Opportunities Fund is mandated to invest at least 75% of its assets in equities and upto 25% in debt and money market instruments (including securitised debt upto 25%). While it needs to maintain a minimum exposure of at least 75% in midcaps, the maximum proportion of assets that can be held in smallcaps is earmarked at 15%. The non-midcap exposure can go up to 25%.

HDFC Mid-Cap Opportunities Fund follows bottom up approach of stock picking wherein the stocks are bought primarily for the strengths of company fundamentals rather than the strength of the macro-economic indicators. It holds a well-diversified equity portfolio and prefers to stay invested in each of its holdings with a long term view.

Scheme Analysis

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap Fund fund and belongs to HDFC Mutual Fund. It was launched on 25-Jun-2007 and currently has an AUM of ₹22,796.46 crore. HDFC Mid-Cap Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of HDFC Mid-Cap Opportunities Fund ended up ₹0.45(0.81%)yesterday to ₹56.212.

Among its top 3 holdings the fund has exposure to TREPS - Tri-party Repo, and

The HDFC Mid-Cap Opportunities Fund is managed by Chirag Setalvad and Amar Kalkundrikar.

Fund House Contact

HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate Mumbai - 400 020

+91 (22) 66316333
cliser@hdfcindia.com
+91 (22) 22821144

Fund Manager

  • CARE - AAA

  • Cash

  • CRISIL - A1+

  • Equity

  • ICRA - A1+

  • ICRA - AAA

  • Preference Shares

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