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HDFC Mid-Cap Opportunities Fund - IDCW Plan

Category: Equity: Mid Cap Launch Date: 25-06-2007
AUM:

₹ 63,413.49 Cr

Expense Ratio

1.44%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF179K01CS0

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

500

Fund Manager

Chirag Setalvad, Dhruv Muchhal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HDFC Mid-Cap Opportunities Fund - IDCW Plan 51.18 27.88 23.94
NIFTY MIDCAP 150 TRI 52.83 26.69 26.43
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
49.32
Last change
0.29 (0.59%)
Fund Size (AUM)
₹ 63,413.49 Cr
Performance
17.66% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The aim of the fund is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of mid- and small-cap companies.

Fund Manager
Chirag Setalvad, Dhruv Muchhal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Others 7.77
The Indian Hotels Company Ltd. 4.23
Apollo Tyres Ltd. 3.37
Max Financial Services Ltd. 3.31
The Federal Bank Ltd. 3.17
Ipca Laboratories Ltd. 3.15
Max Healthcare Institute Ltd. 3.02
Indian Bank 2.94
Tata Communications Ltd. 2.75
Hindustan Petroleum Corporation Ltd. 2.58

Sector Allocation

Sector Holdings (%)
Financial 23.07
Healthcare 11.97
Capital Goods 11.36
Others 8.3
Services 7.14
Technology 6.82
Automobile 5.91
Chemicals 5.03
Metals & Mining 4.36
Materials 4.16

Peer Comparison

Scheme Name 5Y (%)
HDFC Mid-Cap Opportunities IDCW 23.94
Quant MidCap Gr 34.34
JM Midcap Fund Reg Gr 0.0
ITI Mid Cap Fund Reg Gr 0.0
Mahindra Manulife Mid Cap Fund Reg Gr 27.08
HSBC Midcap Fund Reg Growth 21.44
Motilal Oswal Midcap Fund Reg Gr 27.86
Nippon India Growth Fund Gr Gr 26.4
ICICI Pru MidCap Gr 22.77
HDFC Mid-Cap Opportunities Gr 25.38