HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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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 4.40 12.06 74.29 24.01 15.81 21.06
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 74.29 24.01 15.81 1.00 31,751.95
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 74.69 29.34 18.71 0.55 16,318.43
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 68.83 30.98 22.33 0.48 15,394.86
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 53.17 25.44 16.28 0.77 14,160.84
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 81.25 28.98 18.32 1.04 11,839.23
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 Unrated 68.18 22.60 15.19 1.11 8,156.63

Fund Holdings as on 30-September-2021

  • Balkrishna Industries Ltd.

  • Cholamandalam Investment & Finance

  • Bharat Electronics Ltd.

  • Aarti Industries Ltd.

  • Sundram Fasteners Ltd.

  • TREPS - Tri-party Repo

  • Max Financial Services Ltd.

  • Ipca Laboratories Ltd.

  • Max Healthcare Institute Limited

  • Crompton Greaves Consumer Elec. Ltd.

  • Indian Hotels Company Ltd.

  • Atul Ltd.

  • Persistent Systems Limited

  • Carborundum Universal Ltd.

  • Apollo Tyres Ltd.

  • Tata Chemicals Ltd.

  • Supreme Industries Ltd.

  • Tube Investments of India Ltd.

  • SKF India Ltd.

  • Shriram Transport Finance Co. Ltd.

  • City Union Bank Ltd.

  • KNR Construction limited.

  • Redington (India) Ltd.

  • GUJARAT FLUOROCHEMICALS LIMITED

  • Jindal Steel & Power Ltd.

  • Oracle Financial Ser Software Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • The Federal Bank Ltd.

  • Nippon Life India Asset Management Limited

  • KEC International Ltd.

  • AIA Engineering Ltd.

  • Aurobindo Pharma Ltd.

  • Solar Industries India Ltd.

  • VST INDUSTRIES LTD.

  • Emami Ltd.

  • Hindustan Aeronautics Limited

  • Exide Industries Ltd.

  • Dilip Buildcon Ltd.

  • REC Limited.

  • Power Finance Corporation Ltd.

  • Vardhman Textiles Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Schaeffler India Ltd.

  • Blue Star Ltd.

  • RBL Bank Ltd.

  • Greenlam Industries Ltd.

  • Delta Corp Ltd.

  • Greenpanel Industries Limited

  • Cummins India Ltd.

  • Symphony Ltd.

  • Indian Bank

  • Navneet Education Ltd.

  • Reverse Repo

  • Karur Vysya Bank Ltd.

  • RITES Limited

  • WABCO India Limited

  • Mahindra Holidays & Resorts Ind Ltd.

  • Greenply Industries Ltd.

  • Arvind Limited

  • Union Bank of India

  • Vesuvius India Ltd.

  • Jagran Prakashan Ltd.

  • Hindustan Petroleum Corp. Ltd.

  • Dhanuka Agritech Ltd.

  • Net Current Assets

  • Edelweiss Financial Services Ltd.

  • Inox Wind Energy Limited

  • Zee Entertainment Enterprises Ltd.

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  • Chemicals

  • Finance - NBFC

  • Tyres & Allied

  • Engineering - Industrial Equipments

  • Trading

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Hotel, Resort & Restaurants

  • Bearings

  • Abrasives

  • Plastic Products

  • Finance Term Lending

  • Cycles

  • Steel/Sponge Iron/Pig Iron

  • Finance - Investment

  • Textile

  • Finance - Asset Management

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Wood & Wood Products

  • Airlines

  • Batteries

  • Construction - Real Estate

  • Bank - Public

  • Printing And Publishing

  • Air Conditioners

  • Laminates/Decoratives

  • Diesel Engines

  • Engineering

  • Auto Ancillary

  • Refractories

  • Refineries

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

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Fund Manager

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About HDFC Mid-Cap Opportunities Fund

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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 ₹31,751.95 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 ₹-0.97(-0.97%)yesterday to ₹99.409.

Among its top 3 holdings the fund has exposure to Balkrishna Industries Ltd., and

The HDFC Mid-Cap Opportunities Fund is managed by Chirag Setalvad and Sankalp Baid.

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