HDFC Mid-Cap Opportunities Fund - Growth - Regular Plan

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  • Net Change on 23-01-2019

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    HDFC Mid-Cap Opportunities Fund - Growth - Regular Plan 3 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 -1.09 5.38 -13.67 14.18 20.73 15.32
NIFTY 50 - TRI 1.61 6.83 1.03 15.28 12.90 13.55
Nifty Midcap 100 - TRI -1.95 6.56 -18.51 13.69 18.59 21.30

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

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -13.67 14.18 20.73 2.15 21,084.57
Baroda Mid-cap Fund- Plan A - Growth Option Oct 04, 2010 -16.67 8.60 7.76 3.07 45.97
Quant Mid Cap Fund-Growth Feb 26, 2001 -4.02 8.65 11.01 2.50 12.23
Sahara Midcap Fund-Auto Payout Dec 22, 2004 -17.10 14.69 17.64 2.59 7.91
Sahara Midcap Fund-Growth Plan Dec 22, 2004 -17.10 14.69 17.64 2.59 7.91
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option Sep 05, 1994 -11.53 14.60 19.63 2.82 50.29

Fund Holdings as on 31-December-2018

  • Collateralised Borrowing & Lending Obligation

  • Sundram Fasteners Ltd.

  • Cholamandalam Investment & Finance

  • Balkrishna Industries Ltd.

  • City Union Bank Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Aarti Industries Ltd.

  • Voltas Ltd.

  • RBL Bank Ltd.

  • Indian Hotels Company Ltd.

  • Tata Chemicals Ltd.

  • Exide Industries Ltd.

  • Hexaware Technologies Ltd.

  • Trent Ltd.

  • Apollo Tyres Ltd.

  • Crompton Greaves Consumer Elec. Ltd

  • AIA Engineering Ltd.

  • Max Financial Services Ltd.

  • SKF India Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • TI Financial Holdings Ltd.

  • The Federal Bank Ltd.

  • Carborundum Universal Ltd.

  • MRF Ltd.

  • VST INDUSTRIES LTD.

  • Indian Bank

  • Divis Laboratories Ltd.

  • Edelweiss Financial Services Ltd.

  • SUPREME INDUSTIRES LTD

  • Whirlpool of India Ltd

  • Ipca Laboratories Ltd.

  • Atul Ltd.

  • KEC International Ltd.

  • Larsen & Toubro Infotech Ltd.

  • Tube Investments of India Ltd.

  • Reliance Jio Infocomm Limited **

  • NIIT TECHNOLOGIES LTD

  • Solar Industries India Ltd.

  • Schaeffler India Ltd.

  • Karur Vysya Bank Ltd.

  • Reliance Nippon Life Asset Management Ltd.

  • Jagran Prakashan Ltd.

  • Arvind Fashions Limited

  • KNR Construction limited.

  • Power Finance Corporation Ltd

  • Blue Star Ltd.

  • Greenlam Industries Ltd.

  • Navneet Education Ltd.

  • Dilip Buildcon Ltd.

  • Union Bank of India

  • Rural Electrification Corporation Ltd.

  • REDINGTON (INDIA) LIMITED

  • Delta Corp Ltd.

  • Punjab National Bank

  • Oil India Limited

  • Cummins India Ltd.

  • Symphony Ltd.

  • Arvind Limited

  • BATA INDIA LTD

  • Grindwell Norton Ltd.

  • Greenply Industries Ltd.

  • Vesuvius India Ltd.

  • Thermax Ltd.

  • Gujarat Fluorochemicals Ltd.

  • Persistent Systems Limited

  • Vardhman Textiles Ltd.

  • Mahindra Holidays & Resorts Ind Ltd

  • Strides Pharma Science Limited

  • Dhanuka Agritech Ltd.

  • Anveshan Heavy Engineering Limited

  • Zee Entertainment Enterprises Ltd

  • Aditya Birla Nuvo Ltd.

  • Aurobindo Pharma Ltd.

  • Net Current Assets

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  • Bank - Private

  • Chemicals

  • Pharmaceuticals & Drugs

  • Tyres & Allied

  • Finance - NBFC

  • Miscellaneous

  • IT - Software

  • Trading

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • Bank - Public

  • Bearings

  • Retailing

  • Batteries

  • Engineering - Industrial Equipments

  • Abrasives

  • Engineering - Construction

  • Finance - Others

  • Finance - Investment

  • Printing And Publishing

  • Finance Term Lending

  • Cigarettes/Tobacco

  • Plastic Products

  • Cycles

  • Unspecified

  • Textile

  • Finance - Asset Management

  • Laminates/Decoratives

  • Construction - Real Estate

  • Oil Exploration

  • Diesel Engines

  • Wood & Wood Products

  • Refractories

  • Pesticides & Agrochemicals

  • Diversified

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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 ₹21,084.57 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 ₹-0.22(-0.42%)yesterday to ₹51.95.

Among its top 3 holdings the fund has exposure to Collateralised Borrowing & Lending Obligation, Sundram Fasteners Ltd. and Cholamandalam Investment & Finance

The HDFC Mid-Cap Opportunities Fund is managed by Chirag Setalvad and Rakesh Vyas.

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
www.hdfcfund.com

Fund Manager

  • Cash

  • CRISIL - A1+

  • Equity

  • Preference Shares

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