HDFC Mid-Cap Opportunities Fund - Growth - Regular Plan

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    HDFC Mid-Cap Opportunities Fund - Growth - Regular Plan 4 PersonalFN
  • Assets (Cr.)

  • Expense Ratio

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 1.79 -7.38 -11.25 3.88 8.84 14.10
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty Midcap 100 - TRI -5.24 -3.67 -14.45 11.76 18.61 20.96

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 -11.25 3.88 8.84 1.85 20,943.79
Franklin India Prima Fund-Growth Dec 01, 1993 -5.89 5.03 9.85 1.88 6,694.33
Reliance Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -5.35 5.76 7.92 2.00 6,232.40
Sundaram Midcap Fund -Growth Jul 19, 2002 -12.56 2.05 8.06 1.97 5,420.25
L&T Mid Cap Fund-Regular Plan-Growth Aug 09, 2004 -12.31 6.83 10.54 2.00 4,905.48
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 -4.60 5.96 11.24 2.04 4,469.53

Fund Holdings as on 31-August-2019

  • Net Current Assets

  • Cholamandalam Investment & Finance

  • Aarti Industries Ltd.

  • Voltas Ltd.

  • City Union Bank Ltd.

  • Sundram Fasteners Ltd.

  • Balkrishna Industries Ltd.

  • Trent Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Indian Hotels Company Ltd.

  • Hexaware Technologies Ltd.

  • Tata Chemicals Ltd.

  • Crompton Greaves Consumer Elec. Ltd

  • RBL Bank Ltd.

  • Max Financial Services Ltd.

  • AIA Engineering Ltd.

  • Ipca Laboratories Ltd.

  • Atul Ltd.

  • SKF India Ltd.

  • VST INDUSTRIES LTD.

  • Exide Industries Ltd.

  • Whirlpool of India Ltd

  • Divis Laboratories Ltd.

  • Bharat Electronics Ltd.

  • Cholamandalam Financial Holdings Ltd

  • The Federal Bank Ltd.

  • Supreme Industries Ltd.

  • Apollo Tyres Ltd.

  • Carborundum Universal Ltd.

  • Reliance Nippon Life Asset Management Ltd.

  • Indian Bank

  • Tube Investments of India Ltd.

  • Blue Star Ltd.

  • Larsen & Toubro Infotech Ltd.

  • Aurobindo Pharma Ltd.

  • KEC International Ltd.

  • Rural Electrification Corporation Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Solar Industries India Ltd.

  • Power Finance Corporation Ltd

  • Redington (India) Ltd.

  • Edelweiss Financial Services Ltd.

  • KNR Construction limited.

  • INOX FLUOROCHEMICALS LIMITED

  • MRF Ltd.

  • Karur Vysya Bank Ltd.

  • Union Bank of India

  • Dilip Buildcon Ltd.

  • Delta Corp Ltd.

  • Navneet Education Ltd.

  • Bata India Ltd.

  • Schaeffler India Ltd.

  • Arvind Fashions Limited

  • Greenlam Industries Ltd.

  • Symphony Ltd.

  • Punjab National Bank

  • Jagran Prakashan Ltd.

  • Grindwell Norton Ltd.

  • Greenply Industries Ltd.

  • Tata Capital Financial Services Ltd**

  • National Bank for Agri & Rural Dev.**

  • Axis Bank Ltd.**

  • Cummins India Ltd.

  • Vesuvius India Ltd.

  • Mahindra Holidays & Resorts Ind Ltd

  • LIC Housing Finance Ltd.**

  • Persistent Systems Limited

  • Vardhman Textiles Ltd.

  • Arvind Limited

  • Strides Pharma Science Limited

  • Dhanuka Agritech Ltd.

  • LIC Housing Finance Ltd.**

  • NIIT Technologies Ltd.

  • The Anup Engineering Limited

  • Arti Surfactants Limited

  • GFL Limited

  • Greenpanel Industries Limited

  • Collateralised Borrowing & Lending Obligation

  • Zee Entertainment Enterprises Ltd

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  • Chemicals

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Miscellaneous

  • Tyres & Allied

  • Finance - NBFC

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Retailing

  • IT - Software

  • Trading

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Bank - Public

  • Bearings

  • Finance Term Lending

  • Engineering - Construction

  • Abrasives

  • Finance - Others

  • Cigarettes/Tobacco

  • Batteries

  • Finance - Investment

  • Plastic Products

  • Finance - Asset Management

  • Printing And Publishing

  • Cycles

  • Unspecified

  • Construction - Real Estate

  • Laminates/Decoratives

  • Textile

  • Wood & Wood Products

  • Diesel Engines

  • Refractories

  • Pesticides & Agrochemicals

  • Engineering

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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 ₹20,943.79 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 down ₹-0.13(-0.26%)yesterday to ₹50.05.

Among its top 3 holdings the fund has exposure to Net Current Assets, Cholamandalam Investment & Finance and Aarti Industries Ltd.

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+

  • CRISIL - AAA

  • Equity

  • ICRA - A1+

  • ICRA - AAA

  • Preference Shares

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