| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.12% |
| NAV | ₹28.27 (07 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹18,025 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Balkrishna Industries Ltd. | Automobile | Equity | 5.2% |
| Aarti Industries Ltd. | Chemicals | Equity | 4.3% |
| Trent Ltd. | Services | Equity | 3.6% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 3.1% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 3.1% |
| Voltas Ltd. | Cons Durable | Equity | 2.9% |
| Sundram Fasteners Ltd. | Engineering | Equity | 2.7% |
| Max Financial Services Ltd. | Financial | Equity | 2.6% |
| Bharat Electronics Ltd. | Engineering | Equity | 2.6% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.4% |
HDFC Mid Cap Opportunities Direct Plan Dividend is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Chirag Setalvad is the Current Fund Manager of HDFC Mid Cap Opportunities Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹18,025 Cr and the Latest NAV as of 07 Jul 2020 is ₹28.27.
The HDFC Mid Cap Opportunities Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.
To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.