HDFC Mid-Cap Opportunities Fund - IDCW - Regular Plan

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  • Net Change on 02-12-2022

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Fund Overview IDCW | 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 - IDCW Plan 3.33 6.85 15.84 24.92 12.45 16.27
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - 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 - IDCW Plan Jun 25, 2007 15.84 24.92 12.45 1.81 35,120.40
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option Mar 30, 2007 8.84 25.19 14.09 1.70 22,540
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 -0.86 20.20 15.43 1.76 19,708.09
DSP Midcap Fund - Regular Plan - IDCW Nov 14, 2006 -1.17 16.28 9.46 1.78 14,273.52
NIPPON INDIA GROWTH FUND - IDCW Option Oct 08, 1995 11.23 24.91 13.80 1.76 13,510.02
SBI Magnum MidCap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 29, 2005 7.71 28.21 12.62 1.87 8,325.78

Fund Holdings as on 31-October-2022

  • Indian Hotels Company Ltd.

  • Max Healthcare Institute Limited

  • Bharat Electronics Ltd.

  • Hindustan Aeronautics Limited

  • Cholamandalam Investment & Finance

  • Sundram Fasteners Ltd.

  • Tata Communications Limited

  • Crompton Greaves Consumer Elec. Ltd.

  • Apollo Tyres Ltd.

  • Balkrishna Industries Ltd.

  • SKF India Ltd.

  • Ipca Laboratories Ltd.

  • The Federal Bank Ltd.

  • TREPS - Tri-party Repo

  • Max Financial Services Ltd.

  • Indian Bank

  • GUJARAT FLUOROCHEMICALS LIMITED

  • AIA Engineering Ltd.

  • Shriram Transport Finance Co. Ltd.

  • Jindal Steel & Power Ltd.

  • Persistent Systems Limited

  • Coforge Limited

  • Aarti Industries Ltd.

  • City Union Bank Ltd.

  • Supreme Industries Ltd.

  • Solar Industries India Ltd.

  • Atul Ltd.

  • Redington Ltd.

  • Tata Chemicals Ltd.

  • Tube Investments of India Ltd.

  • KNR Construction limited.

  • Hindustan Petroleum Corp. Ltd.

  • Cummins India Ltd.

  • KEC International Ltd.

  • Reverse Repo

  • Mahindra & Mahindra Financial Services Ltd.

  • Schaeffler India Ltd.

  • VST Industries Ltd.

  • Karur Vysya Bank Ltd.

  • Oracle Financial Ser Software Ltd.

  • REC Limited.

  • Aurobindo Pharma Ltd.

  • Emami Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Power Finance Corporation Ltd.

  • Union Bank of India

  • Greenlam Industries Ltd.

  • Greenpanel Industries Limited

  • Vardhman Textiles Ltd.

  • Delta Corp Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Nippon Life India Asset Management Limited

  • Navneet Education Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Symphony Ltd.

  • RBL Bank Ltd.

  • Dilip Buildcon Ltd.

  • Greenply Industries Ltd.

  • Vesuvius India Ltd.

  • Arvind Limited

  • Jagran Prakashan Ltd.

  • Alembic Pharmaceuticals Limited

  • Mahindra Holidays & Resorts Ind Ltd.

  • Dhanuka Agritech Ltd.

  • Aarti Pharmalabs Limited **

  • Net Current Assets

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  • Chemicals

  • Finance - NBFC

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Bank - Private

  • IT - Software

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Airlines

  • Bearings

  • Fasteners

  • Consumer Durables - Domestic Appliances

  • Miscellaneous

  • Telecommunication - Service Provider

  • Bank - Public

  • Finance - Others

  • Engineering - Construction

  • Steel/Sponge Iron/Pig Iron

  • Finance Term Lending

  • Plastic Products

  • Trading

  • Cycles

  • Refineries

  • Diesel Engines

  • Wood & Wood Products

  • Textile

  • Cigarettes/Tobacco

  • Printing And Publishing

  • Household & Personal Products

  • TV Broadcasting & Software Production

  • Laminates/Decoratives

  • Finance - Asset Management

  • Finance - Investment

  • Construction - Real Estate

  • Refractories

  • Pesticides & Agrochemicals

  • Unspecified

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Fund Manager

  • Education:B.sc in Business Administration
  • Experience:16 Years
  • Basic Details:Mr.Chirag Setalvad has 16 years of experience of which 13 years in Fund Management and Equity Research and 3 years in investment banking. From March 2007 till date he is with HDFC AMC. He has also worked with New Vernon Advisory Services Pvt. Ltd., HDFC AMC, ING Barings N.V.
  • Funds Managed:
  • HDFC Hybrid Equity Fund
  • HDFC Mid-Cap Opportunities Fund
  • HDFC Small Cap Fund

Most Recent Dividend

  • 25/02/2022

  • 26/02/2021

  • 28/02/2020

  • 01/03/2019

  • 05/03/2018

  • 24/03/2017

  • 28/03/2016

  • 25/03/2015

  • 28/02/2014

  • 28/02/2013

  • 24/02/2012

  • Cash

  • Equity

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About HDFC Mid-Cap Opportunities Fund

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 ₹35,120.40 crore. HDFC Mid-Cap Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of HDFC Mid-Cap Opportunities Fund ended up ₹0.23(0.59%)yesterday to ₹39.05.

Among its top 3 holdings the fund has exposure to Indian Hotels Company Ltd., and

The HDFC Mid-Cap Opportunities Fund is managed by Chirag Setalvad and Priya Ranjan.

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