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 -6.30 -4.67 -13.72 13.68 19.29 14.64
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 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -13.72 13.68 19.29 2.14 20,381.31
Baroda Mid-cap Fund- Plan A - Growth Option Oct 04, 2010 -14.72 9.54 7.73 3.13 44.92
Quant Mid Cap Fund-Growth Feb 26, 2001 -8.77 6.00 9.15 2.50 11.65
Sahara Midcap Fund-Auto Payout Dec 22, 2004 -15.17 14.26 16.80 2.59 7.54
Sahara Midcap Fund-Growth Plan Dec 22, 2004 -15.17 14.26 16.80 2.59 7.54
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option Sep 05, 1994 -13.03 14.24 18.76 2.78 48.21

Fund Holdings as on 31-January-2019

  • Sundram Fasteners Ltd.

  • Cholamandalam Investment & Finance

  • Aarti Industries Ltd.

  • Balkrishna Industries Ltd.

  • Torrent Pharmaceuticals Ltd.

  • City Union Bank Ltd.

  • Voltas Ltd.

  • RBL Bank Ltd.

  • Collateralised Borrowing & Lending Obligation

  • Indian Hotels Company Ltd.

  • Tata Chemicals Ltd.

  • L&T INFRASTRUCTURE FINANCE LTD.**

  • Hexaware Technologies Ltd.

  • Exide Industries Ltd.

  • Trent Ltd.

  • Crompton Greaves Consumer Elec. Ltd

  • SKF India Ltd.

  • AIA Engineering Ltd.

  • Apollo Tyres Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Carborundum Universal Ltd.

  • Max Financial Services Ltd.

  • The Federal Bank Ltd.

  • VST INDUSTRIES LTD.

  • TI Financial Holdings Ltd.

  • Whirlpool of India Ltd

  • Divis Laboratories Ltd.

  • MRF Ltd.

  • Steel Authority Of India Ltd.**

  • Atul Ltd.

  • Indian Bank

  • Ipca Laboratories Ltd.

  • Edelweiss Financial Services Ltd.

  • Supreme Industries Ltd.

  • NIIT TECHNOLOGIES LTD

  • Larsen & Toubro Infotech Ltd.

  • Tube Investments of India Ltd.

  • KEC International Ltd.

  • Union Bank of India

  • Solar Industries India Ltd.

  • Karur Vysya Bank Ltd.

  • Arvind Fashions Limited

  • FAG Bearings India Ltd.

  • KNR Construction limited.

  • Power Finance Corporation Ltd

  • Jagran Prakashan Ltd.

  • Reliance Nippon Life Asset Management Ltd.

  • Navneet Education Ltd.

  • Rural Electrification Corporation Ltd.

  • Blue Star Ltd.

  • Punjab National Bank

  • Greenlam Industries Ltd.

  • Delta Corp Ltd.

  • Redington (India) Ltd.

  • Cummins India Ltd.

  • Dilip Buildcon Ltd.

  • Symphony Ltd.

  • Bata India Ltd.

  • Arvind Limited

  • Gujarat Fluorochemicals Ltd.

  • Grindwell Norton Ltd.

  • Vesuvius India Ltd.

  • Greenply Industries Ltd.

  • Thermax Ltd.

  • Oil India Limited

  • Persistent Systems Limited

  • Mahindra Holidays & Resorts Ind Ltd

  • Vardhman Textiles Ltd.

  • Aditya Birla Capital ltd.**

  • Strides Pharma Science Limited

  • Housing Development Fin. Corp. Ltd.$**

  • 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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  • Chemicals

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Tyres & Allied

  • IT - Software

  • Finance - NBFC

  • Trading

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Bank - Public

  • Hotel, Resort & Restaurants

  • Bearings

  • Retailing

  • Engineering - Industrial Equipments

  • Abrasives

  • Batteries

  • Engineering - Construction

  • Finance - Others

  • Finance Term Lending

  • Cigarettes/Tobacco

  • Printing And Publishing

  • Finance - Investment

  • Plastic Products

  • Cycles

  • Unspecified

  • Textile

  • Finance - Asset Management

  • Laminates/Decoratives

  • Diesel Engines

  • Construction - Real Estate

  • Refractories

  • Wood & Wood Products

  • Oil Exploration

  • 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 ₹20,381.31 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 ₹0.11(0.23%)yesterday to ₹49.28.

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

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

  • CARE - A1+

  • Cash

  • CRISIL - A1+

  • CRISIL - AAA

  • Equity

  • ICRA - A1+

  • Preference Shares

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