HDFC Mid-Cap Opportunities Fund - Growth - Regular Plan

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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 1.23 5.88 -7.55 13.56 18.36 15.49
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 -7.55 13.56 18.36 2.17 22,790.79
Baroda Mid-cap Fund- Plan A - Growth Option Oct 04, 2010 -14.04 9.35 4.43 3.15 47.77
DHFL Pramerica Midcap Opportunities Fund - Regular Plan - Growth Option Dec 02, 2013 -12.12 7.32 10.93 2.84 121.40
Invesco India Midcap Fund - Growth Option Apr 19, 2007 -2.47 13.28 18.18 2.47 349.34
Quant Mid Cap Fund-Growth Feb 26, 2001 -1.43 7.81 10.05 2.50 12.29
Tata Mid Cap Growth Fund Regular Plan- Growth Jul 01, 1994 -2.22 12.35 18.82 2.56 677.59

Fund Holdings as on 31-March-2019

  • Cholamandalam Investment & Finance

  • Sundram Fasteners Ltd.

  • Balkrishna Industries Ltd.

  • Aarti Industries Ltd.

  • National Bank for Agri & Rural Dev.**

  • RBL Bank Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Voltas Ltd.

  • City Union Bank Ltd.

  • Indian Hotels Company Ltd.

  • Hexaware Technologies Ltd.

  • Trent Ltd.

  • Tata Chemicals Ltd.

  • AIA Engineering Ltd.

  • Exide Industries Ltd.

  • Crompton Greaves Consumer Elec. Ltd

  • Carborundum Universal Ltd.

  • Apollo Tyres Ltd.

  • SKF India Ltd.

  • The Federal Bank Ltd.

  • Max Financial Services Ltd.

  • Net Current Assets

  • Indian Bank

  • Glenmark Pharmaceuticals Ltd.

  • Ipca Laboratories Ltd.

  • Divis Laboratories Ltd.

  • VST INDUSTRIES LTD.

  • TI Financial Holdings Ltd.

  • Edelweiss Financial Services Ltd.

  • Whirlpool of India Ltd

  • Atul Ltd.

  • Supreme Industries Ltd.

  • Union Bank of India

  • Tube Investments of India Ltd.

  • KEC International Ltd.

  • NIIT TECHNOLOGIES LTD

  • Reliance Nippon Life Asset Management Ltd.

  • Arvind Fashions Limited

  • Jammu & Kashmir Bank Ltd.**

  • Dilip Buildcon Ltd.

  • Larsen & Toubro Infotech Ltd.

  • Power Finance Corporation Ltd

  • KNR Construction limited.

  • Blue Star Ltd.

  • Rural Electrification Corporation Ltd.

  • Solar Industries India Ltd.

  • Jagran Prakashan Ltd.

  • LIC Housing Finance Ltd.**

  • Schaeffler India Ltd.

  • Punjab National Bank

  • Karur Vysya Bank Ltd.

  • Redington (India) Ltd.

  • MRF Ltd.

  • Gujarat Fluorochemicals Ltd.

  • Greenlam Industries Ltd.

  • Power Finance Corporation Ltd**

  • Navneet Education Ltd.

  • Delta Corp Ltd.

  • Bata India Ltd.

  • Symphony Ltd.

  • Cummins India Ltd.

  • Greenply Industries Ltd.

  • Grindwell Norton Ltd.

  • Arvind Limited

  • Vesuvius India Ltd.

  • Mahindra Holidays & Resorts Ind Ltd

  • Persistent Systems Limited

  • Vardhman Textiles Ltd.

  • Thermax Ltd.

  • Strides Pharma Science Limited

  • Dhanuka Agritech Ltd.

  • The Anup Engineering Limited

  • Collateralised Borrowing & Lending Obligation

  • Zee Entertainment Enterprises Ltd

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  • Tyres & Allied

  • Finance - NBFC

  • IT - Software

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  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Bank - Public

  • Retailing

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Bearings

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  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Finance Term Lending

  • Batteries

  • Finance - Others

  • Printing And Publishing

  • Finance - Investment

  • Cigarettes/Tobacco

  • Plastic Products

  • Cycles

  • Finance - Asset Management

  • Construction - Real Estate

  • Textile

  • Laminates/Decoratives

  • Wood & Wood Products

  • Diesel Engines

  • 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 25-Jun-2007 and currently has an AUM of ₹22,790.79 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 ₹0.13(0.23%)yesterday to ₹55.14.

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

  • Cash

  • CRISIL - A1+

  • CRISIL - AAA

  • Equity

  • IND - A1+

  • Preference Shares

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