HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan

Other Plans and Options
  • 0.5 %Nav, as on 29-09-2023

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  • Net Change on 29-09-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | 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 -Direct Plan - Growth Option 3.05 11.93 37.61 35.39 21.37 20.92
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 -Direct Plan - Growth Option Dec 31, 2012 37.61 35.39 21.37 0.86 47,236.04
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 23.96 32.32 22.29 0.37 33,091.23
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 17.88 24.66 19.48 0.54 22,664.68
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 32.21 34.49 22.99 0.94 18,343.36
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 23.15 21.05 17.09 0.79 15,053.28
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 24.84 35.48 22.50 0.90 12,555.20

Fund Holdings as on 31-August-2023

  • TREPS - Tri-party Repo

  • Indian Hotels Company Ltd.

  • Tata Communications Limited

  • Max Healthcare Institute Limited

  • Bharat Electronics Ltd.

  • Apollo Tyres Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Sundram Fasteners Ltd.

  • AIA Engineering Ltd.

  • Indian Bank

  • Coforge Limited

  • Hindustan Aeronautics Limited

  • REC Limited.

  • Ipca Laboratories Ltd.

  • Shriram Finance Ltd.

  • Max Financial Services Ltd.

  • Balkrishna Industries Ltd.

  • SKF India Ltd.

  • Jindal Steel & Power Ltd.

  • The Federal Bank Ltd.

  • Persistent Systems Limited

  • Supreme Industries Ltd.

  • Crompton Greaves Consumer Elec. Ltd.

  • Power Finance Corporation Ltd.

  • Union Bank of India

  • Hindustan Petroleum Corp. Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Solar Industries India Ltd.

  • Aurobindo Pharma Ltd.

  • KEC International Ltd.

  • GUJARAT FLUOROCHEMICALS LIMITED

  • Redington Ltd.

  • Cummins India Ltd.

  • KNR Construction limited.

  • Dixon Technologies (India) Ltd.

  • Oracle Financial Ser Software Ltd.

  • Tata Chemicals Ltd.

  • Atul Ltd.

  • Aarti Industries Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • City Union Bank Ltd.

  • Karur Vysya Bank Ltd.

  • Greenlam Industries Ltd.

  • VST Industries Ltd.

  • Emami Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Vardhman Textiles Ltd.

  • Nippon Life India Asset Management Limited

  • Symphony Ltd.

  • Schaeffler India Ltd.

  • Vesuvius India Ltd.

  • Greenpanel Industries Limited

  • Navneet Education Ltd.

  • Sona Blw Precision Forgings

  • RBL Bank Ltd.

  • Arvind Limited

  • Dilip Buildcon Ltd.

  • Delta Corp Ltd.

  • Jagran Prakashan Ltd.

  • Mahindra Holidays & Resorts Ind Ltd.

  • Greenply Industries Ltd.

  • MANKIND PHARMA LIMITED

  • Dhanuka Agritech Ltd.

  • Net Current Assets

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  • Miscellaneous

  • Finance - NBFC

  • IT - Software

  • Chemicals

  • Tyres & Allied

  • Pharmaceuticals & Drugs

  • Hotel, Resort & Restaurants

  • Bank - Private

  • Finance Term Lending

  • Bank - Public

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Bearings

  • Fasteners

  • Castings/Forgings

  • Defence

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Engineering - Construction

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Refineries

  • Trading

  • Textile

  • Diesel Engines

  • Consumer Durables - Electronics

  • TV Broadcasting & Software Production

  • Printing And Publishing

  • Laminates/Decoratives

  • Wood & Wood Products

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Finance - Investment

  • Finance - Asset Management

  • Refractories

  • Auto Ancillary

  • Construction - Real Estate

  • Pesticides & Agrochemicals

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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

  • 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 ₹47,236.04 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 ₹0.71(0.5%)yesterday to ₹143.71.

Among its top 3 holdings the fund has exposure to TREPS - Tri-party Repo, and

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

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