HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan

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  • Net Change on 17-05-2024

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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 4.99 5.77 57.47 30.27 27.04 22.21
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 57.47 30.27 27.04 0.77 63,413.49
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 48.50 26.41 27.09 0.38 42,699.18
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 60.09 31.39 27.99 0.82 26,821.89
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 45.22 22.66 24.84 0.52 26,636.78
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 39.09 26.32 26.42 0.82 17,910.24
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 48.25 18.98 21.07 0.78 17,079.09

Fund Holdings as on 30-April-2024

  • TREPS - Tri-party Repo

  • Indian Hotels Company Ltd.

  • Apollo Tyres Ltd.

  • Max Financial Services Ltd.

  • The Federal Bank Ltd.

  • Ipca Laboratories Ltd.

  • Max Healthcare Institute Limited

  • Indian Bank

  • Tata Communications Limited

  • Hindustan Petroleum Corp. Ltd.

  • Coforge Limited

  • Union Bank of India

  • Jindal Steel & Power Ltd.

  • Aurobindo Pharma Ltd.

  • AIA Engineering Ltd.

  • Power Finance Corporation Ltd.

  • Balkrishna Industries Ltd.

  • Persistent Systems Limited

  • Cummins India Ltd.

  • Dixon Technologies (India) Ltd.

  • Solar Industries India Ltd.

  • REC Limited.

  • SKF India Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Sundram Fasteners Ltd.

  • Bharat Electronics Ltd.

  • Au Small Finance Bank Ltd.

  • Supreme Industries Ltd.

  • Fortis Healthcare Limited

  • Crompton Greaves Consumer Elec. Ltd.

  • PB FINTECH LIMITED (Policy Bazaar)

  • ACC Ltd.

  • Oracle Financial Ser Software Ltd.

  • Redington Ltd.

  • MphasiS Limited.

  • Gland Pharma Ltd.

  • GUJARAT FLUOROCHEMICALS LIMITED

  • KEC International Ltd.

  • Karur Vysya Bank Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • KNR Construction limited.

  • Aarti Industries Ltd.

  • Nippon Life India Asset Management Limited

  • Greenlam Industries Ltd.

  • Tata Chemicals Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • City Union Bank Ltd.

  • Arvind Limited

  • Emami Ltd.

  • Timken India Ltd.

  • Symphony Ltd.

  • Vardhman Textiles Ltd.

  • Vesuvius India Ltd.

  • Net Current Assets

  • Five-Star Business Finance Limited

  • Dilip Buildcon Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Sona Blw Precision Forgings

  • Cholamandalam Financial Holdings Ltd.

  • Navneet Education Ltd.

  • Schaeffler India Ltd.

  • Greenpanel Industries Limited

  • Dhanuka Agritech Ltd.

  • Greenply Industries Ltd.

  • Hindustan Aeronautics Limited

  • Mahindra Holidays & Resorts Ind Ltd.

  • Bharti Hexacom Limited

  • ESCORTS LTD.

  • Jagran Prakashan Ltd.

  • Delta Corp Ltd.

  • Marico Ltd.

  • Atul Ltd.

  • VST Industries Ltd.

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Private

  • Tyres & Allied

  • Bank - Public

  • Chemicals

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Finance Term Lending

  • Finance - Others

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Bearings

  • Refineries

  • Steel/Sponge Iron/Pig Iron

  • Castings/Forgings

  • Engineering - Construction

  • Consumer Durables - Domestic Appliances

  • Consumer Durables - Electronics

  • Diesel Engines

  • Fasteners

  • Engineering - Industrial Equipments

  • Plastic Products

  • Fintech

  • Cement & Construction Materials

  • Trading

  • Textile

  • Finance - Asset Management

  • Laminates/Decoratives

  • Household & Personal Products

  • Printing And Publishing

  • Refractories

  • Wood & Wood Products

  • Construction - Real Estate

  • TV Broadcasting & Software Production

  • Auto Ancillary

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Defence

  • Automobiles-Tractors

  • Consumer Food

  • Cigarettes/Tobacco

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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 ₹63,413.49 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 ₹2.15(1.19%)yesterday to ₹182.792.

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