HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan

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    HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan 4 PersonalFN
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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 -1.09 -0.33 -3.41 11.55 13.35 15.06
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 -Direct Plan - Growth Option Jun 25, 2007 -3.41 11.55 13.35 1.84 22,825.43
Franklin India PRIMA FUND - Direct - Growth Dec 01, 1993 0.60 10.25 14.11 1.87 7,147.94
Reliance Growth Fund - Direct Plan Growth Plan - Growth Oct 08, 1995 4.05 12.31 11.44 1.98 6,858.10
DSP Midcap Fund - Direct Plan - Growth Nov 14, 2006 0.97 11.48 13.69 1.93 6,320.35
Sundaram Mid Cap Fund- Direct Plan - Growth Option Jul 19, 2002 -6.45 8.86 12.65 2.18 6,089.83
L&T Mid Cap Fund-Direct Plan-Growth Plan Aug 09, 2004 -5.20 13.38 15.16 2.04 4,879.90

Fund Holdings as on 31-May-2019

  • Collateralised Borrowing & Lending Obligation

  • Cholamandalam Investment & Finance

  • Aarti Industries Ltd.

  • Sundram Fasteners Ltd.

  • City Union Bank Ltd.

  • RBL Bank Ltd.

  • Balkrishna Industries Ltd.

  • Voltas Ltd.

  • Indian Hotels Company Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Hexaware Technologies Ltd.

  • Trent Ltd.

  • Tata Chemicals Ltd.

  • Crompton Greaves Consumer Elec. Ltd

  • AIA Engineering Ltd.

  • The Federal Bank Ltd.

  • Exide Industries Ltd.

  • Max Financial Services Ltd.

  • Carborundum Universal Ltd.

  • VST INDUSTRIES LTD.

  • Cholamandalam Financial Holdings Ltd

  • Indian Bank

  • SKF India Ltd.

  • Apollo Tyres Ltd.

  • Edelweiss Financial Services Ltd.

  • Ipca Laboratories Ltd.

  • Atul Ltd.

  • Divis Laboratories Ltd.

  • Supreme Industries Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • KEC International Ltd.

  • Tube Investments of India Ltd.

  • Whirlpool of India Ltd

  • Reliance Nippon Life Asset Management Ltd.

  • Blue Star Ltd.

  • NIIT TECHNOLOGIES LTD

  • Larsen & Toubro Infotech Ltd.

  • KNR Construction limited.

  • Dilip Buildcon Ltd.

  • Power Finance Corporation Ltd

  • Karur Vysya Bank Ltd.

  • Aurobindo Pharma Ltd.

  • Solar Industries India Ltd.

  • Arvind Fashions Limited

  • Union Bank of India

  • Rural Electrification Corporation Ltd.

  • Gujarat Fluorochemicals Ltd.

  • Jagran Prakashan Ltd.

  • Schaeffler India Ltd.

  • Redington (India) Ltd.

  • Navneet Education Ltd.

  • MRF Ltd.

  • Punjab National Bank

  • Greenlam Industries Ltd.

  • Symphony Ltd.

  • Bata India Ltd.

  • Cummins India Ltd.

  • Greenply Industries Ltd.

  • Delta Corp Ltd.

  • Grindwell Norton Ltd.

  • Vesuvius India Ltd.

  • Arvind Limited

  • Mahindra Holidays & Resorts Ind Ltd

  • Vardhman Textiles Ltd.

  • Persistent Systems Limited

  • Strides Pharma Science Limited

  • Dhanuka Agritech Ltd.

  • The Anup Engineering Limited

  • Zee Entertainment Enterprises Ltd

  • Net Current Assets

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  • Chemicals

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - NBFC

  • Tyres & Allied

  • IT - Software

  • Trading

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Bank - Public

  • Hotel, Resort & Restaurants

  • Bearings

  • Engineering - Construction

  • Abrasives

  • Finance Term Lending

  • Engineering - Industrial Equipments

  • Batteries

  • Finance - Others

  • Cigarettes/Tobacco

  • Finance - Investment

  • Printing And Publishing

  • Plastic Products

  • Cycles

  • Finance - Asset Management

  • Construction - Real Estate

  • Textile

  • Laminates/Decoratives

  • Diesel Engines

  • Wood & Wood Products

  • 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 31-Dec-2012 and currently has an AUM of ₹22,825.43 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 ₹0.32(0.56%)yesterday to ₹57.33.

Among its top 3 holdings the fund has exposure to Collateralised Borrowing & Lending Obligation, 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

  • Cash

  • Equity

  • Preference Shares

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