| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.11% |
| NAV | ₹31.54 (30 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹22,084 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Balkrishna Industries Ltd. | Automobile | Equity | 5.5% |
| Aarti Industries Ltd. | Chemicals | Equity | 4.0% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 3.7% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 3.6% |
| Trent Ltd. | Services | Equity | 3.4% |
| Voltas Ltd. | Cons Durable | Equity | 3.3% |
| Atul Ltd. | Chemicals | Equity | 2.9% |
| Max Financial Services Ltd. | Financial | Equity | 2.7% |
| Sundram Fasteners Ltd. | Engineering | Equity | 2.6% |
| Bharat Electronics Ltd. | Engineering | Equity | 2.6% |
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 ₹22,084 Cr and the Latest NAV as of 30 Oct 2020 is ₹31.54.
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.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in 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.