HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan

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  • 0.02 %Nav, as on 19-09-2024

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  • Net Change on 19-09-2024

  • 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 3.94 6.58 46.13 29.06 31.94 22.94
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 46.13 29.06 31.94 0.72 75,296.23
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 48.36 25.17 31.46 0.34 51,366.36
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 52.63 28.25 33.31 0.79 33,706.68
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 46.95 19.57 28.10 0.53 31,321.58
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 37.66 24.45 31.24 0.78 21,516.89
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 43.82 18.68 25.19 0.70 20,068.84

Fund Holdings as on 31-August-2024

  • TREPS - Tri-party Repo

  • Indian Hotels Company Ltd.

  • Max Financial Services Ltd.

  • The Federal Bank Ltd.

  • Ipca Laboratories Ltd.

  • Hindustan Petroleum Corp. Ltd.

  • Balkrishna Industries Ltd.

  • Apollo Tyres Ltd.

  • Aurobindo Pharma Ltd.

  • Indian Bank

  • Tata Communications Limited

  • Coforge Limited

  • Max Healthcare Institute Limited

  • Persistent Systems Limited

  • AIA Engineering Ltd.

  • Jindal Steel & Power Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Crompton Greaves Consumer Elec. Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • PB FINTECH LIMITED (Policy Bazaar)

  • Power Finance Corporation Ltd.

  • SKF India Ltd.

  • Au Small Finance Bank Ltd.

  • Fortis Healthcare Limited

  • Oracle Financial Ser Software Ltd.

  • Union Bank of India

  • Dixon Technologies (India) Ltd.

  • Cummins India Ltd.

  • Sundram Fasteners Ltd.

  • MphasiS Limited.

  • ACC Ltd.

  • Gland Pharma Ltd.

  • Solar Industries India Ltd.

  • Supreme Industries Ltd.

  • Star Health and Allied Insurance Company Ltd

  • KEC International Ltd.

  • KNR Construction limited.

  • Marico Ltd.

  • Karur Vysya Bank Ltd.

  • Redington Ltd.

  • REC Limited.

  • Nippon Life India Asset Management Limited

  • Indraprastha Gas Ltd.

  • Emami Ltd.

  • Symphony Ltd.

  • Delhivery Limited

  • Cholamandalam Investment & Finance Co. Ltd.

  • Aarti Industries Ltd.

  • GUJARAT FLUOROCHEMICALS LIMITED

  • Greenlam Industries Ltd.

  • Tata Chemicals Ltd.

  • Arvind Limited

  • City Union Bank Ltd.

  • Bharat Electronics Ltd.

  • Timken India Ltd.

  • Vesuvius India Ltd.

  • Vardhman Textiles Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Dilip Buildcon Ltd.

  • Five-Star Business Finance Limited

  • ESCORTS LTD.

  • Sona Blw Precision Forgings

  • Zee Entertainment Enterprises Ltd.

  • Navneet Education Ltd.

  • Ceat Ltd.

  • Greenply Industries Ltd.

  • Greenpanel Industries Limited

  • Dhanuka Agritech Ltd.

  • Coromandel International Limited

  • Bharti Hexacom Limited

  • Mahindra Holidays & Resorts Ind Ltd.

  • Delta Corp Ltd.

  • Jagran Prakashan Ltd.

  • VST Industries Ltd.

  • Net Current Assets

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Miscellaneous

  • Bank - Private

  • Tyres & Allied

  • Bank - Public

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Finance - Others

  • Chemicals

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Refineries

  • Consumer Durables - Domestic Appliances

  • Finance Term Lending

  • Bearings

  • Engineering - Construction

  • Castings/Forgings

  • Steel/Sponge Iron/Pig Iron

  • Fintech

  • Consumer Durables - Electronics

  • Diesel Engines

  • Fasteners

  • Cement & Construction Materials

  • Plastic Products

  • Insurance

  • Textile

  • Consumer Food

  • Trading

  • Finance - Asset Management

  • Gas Transmission/Marketing

  • Household & Personal Products

  • Courier Services

  • Laminates/Decoratives

  • Engineering - Industrial Equipments

  • Wood & Wood Products

  • Refractories

  • Finance - Investment

  • Construction - Real Estate

  • Printing And Publishing

  • Automobiles-Tractors

  • Auto Ancillary

  • TV Broadcasting & Software Production

  • Pesticides & Agrochemicals

  • Fertilizers

  • 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 ₹75,296.23 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 ₹0.04(0.02%)yesterday to ₹209.877.

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