HDFC Mid-Cap Opportunities Fund - IDCW Plan
Category: Equity: Mid Cap
Launch Date: 25-06-2007
AUM:
₹ 79,706.18 Cr
Expense Ratio
1.4%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF179K01CS0
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Mid-Cap Opportunities Fund - IDCW Plan | 6.22 | 30.58 | 31.95 |
| NIFTY MIDCAP 150 TRI | 6.43 | 28.23 | 32.7 |
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
52.342
Last change
-0.19 (-0.3573%)
Fund Size (AUM)
₹ 79,706.18 Cr
Performance
17.5% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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 achieved.
Fund Manager
FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS - Tri-party Repo | 8.35 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 4.81 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.24 |
| COFORGE LIMITED EQ | 3.22 |
| BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/- | 2.94 |
| IPCA LABORATORIES LIMITED EQ NEW FV RE .1/- | 2.91 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 2.86 |
| INDIAN BANK EQ | 2.85 |
| AU SMALL FINANCE BANK LIMITED EQ | 2.56 |
| APOLLO TYRES LIMITED EQ RE.1/- | 2.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.89 |
| Healthcare | 9.8 |
| Automobile and Auto Components | 9.54 |
| Information Technology | 8.56 |
| N/A | 8.22 |
| Capital Goods | 7.21 |
| Consumer Services | 4.86 |
| Fast Moving Consumer Goods | 4.56 |
| Oil, Gas & Consumable Fuels | 4.17 |
| Chemicals | 3.84 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Mid-Cap Opportunities IDCW | 31.95 |
| Invesco India MidCap Gr | 30.47 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Edelweiss MidCap Reg Gr | 33.56 |
| Motilal Oswal Midcap Fund Reg Gr | 36.55 |
| Sundaram MidCap Gr | 29.59 |
| HDFC Mid-Cap Opportunities Gr | 33.12 |
| Nippon India Growth Fund Gr Gr | 33.36 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| Franklin India Prima Fund Gr | 27.66 |