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HDFC Mid Cap Opportunities Direct Plan Growth+0.32%

73.14%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Mid Cap Opportunities Direct Plan Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.06%
NAV₹91.22 (23 Jul 2021)
Fund Started01 Jan 2013
Fund Size29,508 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
73.1%
15.9%
16.3%
19.3%
Category Average
72.8%
17.0%
15.6%
-
Rank Within Category
15
16
13
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 73.1% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.06%
2. 5Y Returns are higher than the category average returns
3. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Balkrishna Industries Ltd.AutomobileEquity5.7%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity5.3%
Aarti Industries Ltd.ChemicalsEquity4.2%
Sundram Fasteners Ltd.EngineeringEquity3.9%
Bharat Electronics Ltd.EngineeringEquity3.7%
Max Financial Services Ltd.FinancialEquity3.5%
Atul Ltd.ChemicalsEquity2.9%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity2.8%
Ipca Laboratories Ltd.HealthcareEquity2.6%
Carborundum Universal Ltd.MetalsEquity2.1%
See All

Fund Managers

Anand Laddha
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Amar Kalkundrikar
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Chirag Dagli
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Sankalp Baid
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HDFC Mid Cap Opportunities Direct Plan Growth Details

HDFC Mid Cap Opportunities Direct Plan Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹29,508 Cr and the Latest NAV as of 23 Jul 2021 is ₹91.22.

The HDFC Mid Cap Opportunities Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

Investment Objective

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year.
Exit Load

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About HDFC Mutual Fund

Address
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Phone
022 6631 6333
Launch Date
30 Jun 2000
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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