HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan

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    HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan 3 PersonalFN
  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 -Direct Plan - Growth Option 0.48 5.62 3.09 7.25 9.47 17.06
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 -Direct Plan - Growth Option Dec 31, 2012 3.09 7.25 9.47 1.14 22,791.83
L&T Mid Cap Fund-Direct Plan-Growth Plan Jan 01, 2013 2.13 9.58 11.32 0.75 5,928.08
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 12.79 10.97 12.47 0.82 5,669.90
UTI Mid Cap Fund-Growth Option- Direct Jan 01, 2013 Unrated 3.26 5.69 6.83 1.37 3,711.40
PGIM India Midcap Opportunities Fund - Direct Plan - Growth Option Dec 02, 2013 Unrated 4.75 5.24 5.73 0.76 129.79
Sahara Midcap Fund-Auto Payout- Direct Jan 01, 2013 10.58 9.08 10.18 2.03 7.91

Fund Holdings as on 30-November-2019

  • TREPS - Tri-party Repo

  • Cholamandalam Investment & Finance**

  • Aarti Industries Ltd.**

  • Balkrishna Industries Ltd.**

  • Voltas Ltd.**

  • City Union Bank Ltd.**

  • Sundram Fasteners Ltd.**

  • Trent Ltd.**

  • Torrent Pharmaceuticals Ltd.**

  • Indian Hotels Company Ltd.**

  • Tata Chemicals Ltd.**

  • RBL Bank Ltd.**

  • Crompton Greaves Consumer Elec. Ltd**

  • Hexaware Technologies Ltd.**

  • Whirlpool of India Ltd**

  • Max Financial Services Ltd.**

  • VST INDUSTRIES LTD.**

  • Ipca Laboratories Ltd.**

  • Atul Ltd.**

  • SKF India Ltd.**

  • AIA Engineering Ltd.**

  • Exide Industries Ltd.**

  • Divis Laboratories Ltd.**

  • Bharat Electronics Ltd.**

  • Cholamandalam Financial Holdings Ltd**

  • Reliance Nippon Life Asset Management Ltd.**

  • The Federal Bank Ltd.**

  • Tube Investments of India Ltd.**

  • Carborundum Universal Ltd.**

  • Supreme Industries Ltd.**

  • Apollo Tyres Ltd.**

  • Blue Star Ltd.**

  • KEC International Ltd.**

  • Larsen & Toubro Infotech Ltd.**

  • Power Finance Corporation Ltd**

  • Edelweiss Financial Services Ltd.**

  • Rural Electrification Corporation Ltd.**

  • KNR Construction limited.**

  • Solar Industries India Ltd.**

  • Dilip Buildcon Ltd.**

  • Karur Vysya Bank Ltd.**

  • Redington (India) Ltd.**

  • MRF Ltd.**

  • Delta Corp Ltd.**

  • Glenmark Pharmaceuticals Ltd.**

  • Union Bank of India**

  • Aurobindo Pharma Ltd.**

  • Greenlam Industries Ltd.**

  • Indian Bank**

  • Bata India Ltd.**

  • Navneet Education Ltd.**

  • Schaeffler India Ltd.**

  • Punjab National Bank**

  • Greenply Industries Ltd.**

  • Symphony Ltd.**

  • GUJARAT FLUOROCHEMICALS LIMITED**

  • Grindwell Norton Ltd.**

  • Tata Capital Financial Services Ltd^

  • Arvind Fashions Limited**

  • National Bank for Agri & Rural Dev.^

  • Axis Bank Ltd.^

  • Vesuvius India Ltd.**

  • NIIT Technologies Ltd.**

  • Jagran Prakashan Ltd.**

  • Persistent Systems Limited**

  • Cummins India Ltd.**

  • Mahindra Holidays & Resorts Ind Ltd**

  • LIC Housing Finance Ltd.^

  • Vardhman Textiles Ltd.**

  • Arvind Limited**

  • RITES Limited**

  • Strides Pharma Science Limited**

  • Greenpanel Industries Limited**

  • Dhanuka Agritech Ltd.**

  • LIC Housing Finance Ltd.^

  • The Anup Engineering Limited**

  • Arti Surfactants Limited**

  • GFL 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

  • Retailing

  • IT - Software

  • Trading

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Bearings

  • Bank - Public

  • Engineering - Construction

  • Finance - Others

  • Cigarettes/Tobacco

  • Abrasives

  • Finance Term Lending

  • Batteries

  • Finance - Investment

  • Finance - Asset Management

  • Cycles

  • Plastic Products

  • Printing And Publishing

  • Construction - Real Estate

  • Laminates/Decoratives

  • Wood & Wood Products

  • Unspecified

  • Textile

  • Refractories

  • Diesel Engines

  • Engineering

  • Pesticides & Agrochemicals

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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 31-Dec-2012 and currently has an AUM of ₹22,791.83 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 ₹-0.51(-0.92%)yesterday to ₹55.12.

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