HDFC Mid-Cap Opportunities Fund - IDCW Plan
Category: Equity: Mid Cap
Launch Date: 25-06-2007
AUM:
₹ 72,610.08 Cr
Expense Ratio
1.42%
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 | 7.6 | 23.25 | 31.1 |
| NIFTY MIDCAP 150 TRI | 5.73 | 21.8 | 31.98 |
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
48.976
Last change
-0.23 (-0.4798%)
Fund Size (AUM)
₹ 72,610.08 Cr
Performance
17.19% (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 (%) |
|---|---|
| TREPS - Tri-party Repo | 7.08 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 4.04 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 3.69 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.39 |
| COFORGE LIMITED EQ | 3.36 |
| IPCA LABORATORIES LIMITED EQ NEW FV RE .1/- | 3.27 |
| BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/- | 3.22 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 2.76 |
| INDIAN BANK EQ | 2.75 |
| Persistent Systems Ltd | 2.73 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.85 |
| Healthcare | 12.61 |
| Automobile and Auto Components | 9.18 |
| Information Technology | 8.46 |
| N/A | 6.98 |
| Capital Goods | 6.77 |
| Consumer Services | 5.77 |
| Fast Moving Consumer Goods | 4.46 |
| Oil, Gas & Consumable Fuels | 4.17 |
| Consumer Durables | 3.78 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Mid-Cap Opportunities IDCW | 31.1 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Franklin India Prima Fund Gr | 27.11 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 28.75 |
| Nippon India Growth Fund Gr Gr | 32.71 |
| Kotak Emerging Equity Sch Gr | 29.35 |
| Axis MidCap Reg Gr | 23.5 |