HDFC Mid-Cap Opportunities Fund - IDCW - Direct Plan

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  • Net Change on 06-10-2022

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  • Assets (Cr.)

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Fund Overview IDCW | Direct 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 Option - Direct Plan 0.66 16.70 9.71 26.23 13.60 19.50
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 Option - Direct Plan Dec 31, 2012 9.71 26.23 13.60 0.97 34,227.07
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 9.32 29.04 16.51 0.49 21,934.98
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 0.95 23.93 18.08 0.54 19,503.85
DSP Midcap Fund - Direct Plan - IDCW Dec 31, 2012 -4.14 19.35 11.48 0.79 14,377.92
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 5.92 27.41 15.28 0.89 13,225.33
SBI Magnum MidCap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 14.54 32.32 15.43 1.01 8,043.42

Fund Holdings as on 30-September-2022

  • Indian Hotels Company Ltd.

  • Bharat Electronics Ltd.

  • Max Healthcare Institute Limited

  • Cholamandalam Investment & Finance

  • Hindustan Aeronautics Limited

  • Sundram Fasteners Ltd.

  • Crompton Greaves Consumer Elec. Ltd.

  • Tata Communications Limited

  • SKF India Ltd.

  • Apollo Tyres Ltd.

  • Balkrishna Industries Ltd.

  • Max Financial Services Ltd.

  • Ipca Laboratories Ltd.

  • GUJARAT FLUOROCHEMICALS LIMITED

  • The Federal Bank Ltd.

  • Shriram Transport Finance Co. Ltd.

  • AIA Engineering Ltd.

  • TREPS - Tri-party Repo

  • Aarti Industries Ltd.

  • Jindal Steel & Power Ltd.

  • Indian Bank

  • Persistent Systems Limited

  • City Union Bank Ltd.

  • Atul Ltd.

  • Solar Industries India Ltd.

  • Supreme Industries Ltd.

  • Coforge Limited

  • Redington (India) Ltd.

  • Tata Chemicals Ltd.

  • Schaeffler India Ltd.

  • Tube Investments of India Ltd.

  • KNR Construction limited.

  • KEC International Ltd.

  • Hindustan Petroleum Corp. Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Cummins India Ltd.

  • Reverse Repo

  • Oracle Financial Ser Software Ltd.

  • Emami Ltd.

  • VST Industries Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Aurobindo Pharma Ltd.

  • REC Limited.

  • Greenpanel Industries Limited

  • Power Finance Corporation Ltd.

  • Karur Vysya Bank Ltd.

  • Vardhman Textiles Ltd.

  • Greenlam Industries Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Nippon Life India Asset Management Limited

  • Glenmark Pharmaceuticals Ltd.

  • Delta Corp Ltd.

  • Navneet Education Ltd.

  • Union Bank of India

  • Symphony Ltd.

  • Dilip Buildcon Ltd.

  • Greenply Industries Ltd.

  • Vesuvius India Ltd.

  • Arvind Limited

  • RBL Bank Ltd.

  • Alembic Pharmaceuticals Limited

  • Jagran Prakashan Ltd.

  • Mahindra Holidays & Resorts Ind Ltd.

  • Dhanuka Agritech Ltd.

  • Net Current Assets

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  • Chemicals

  • Finance - NBFC

  • Engineering - Industrial Equipments

  • Tyres & Allied

  • Hotel, Resort & Restaurants

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Airlines

  • Bearings

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Fasteners

  • Finance - Others

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Bank - Public

  • Miscellaneous

  • Finance Term Lending

  • Steel/Sponge Iron/Pig Iron

  • Trading

  • Plastic Products

  • Wood & Wood Products

  • Refineries

  • Textile

  • Cycles

  • Cigarettes/Tobacco

  • Printing And Publishing

  • Household & Personal Products

  • TV Broadcasting & Software Production

  • Diesel Engines

  • Finance - Investment

  • Laminates/Decoratives

  • Finance - Asset Management

  • Construction - Real Estate

  • Refractories

  • Pesticides & Agrochemicals

  • Abrasives

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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

  • 28/02/2013

  • 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 31-Dec-2012 and currently has an AUM of ₹34,158.21 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 ₹0.54(1.07%)yesterday to ₹50.351.

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