HDFC Mid Cap Opportunities Fund Dividend+1.63%

4Groww
2.92%
1 Year Return
Equity
Mid Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Mid Cap Opportunities Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.99%
NAV26.12 (18 Oct 2019)
Fund Started25 Jun 2007
Fund Size22,025 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Mid Cap Opportunities Fund Dividend
2.9%
3.7%
10.6%
14.3%
Category Average
0.6%
6.3%
NA
-
Rank within category
16
12
9
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 2.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    5. 3Y Returns are higher than the benchmark
    6. 10Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Voltas Ltd.Cons DurableEquity3.3%
    Sundram Fasteners Ltd.EngineeringEquity3.2%
    Indian Hotels Co. Ltd.ServicesEquity3.0%
    Trent Ltd.ServicesEquity2.7%
    Torrent Pharmaceuticals Ltd.HealthcareEquity2.6%
    Hexaware Technologies Ltd.TechnologyEquity2.4%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.1%
    Tata Chemicals Ltd.ChemicalsEquity2.0%
    RBL Bank Ltd.FinancialEquity2.0%
    Whirlpool Of India Ltd.Cons DurableEquity1.9%
    See All

    Fund Managers

    addChirag Setalvad
    Education
    Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
    Experience
    Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed

    Other Details

    HDFC Mid Cap Opportunities Fund Dividend is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 25 Jun 2007. Chirag Setalvad is the Current Fund Manager of HDFC Mid Cap Opportunities Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹22,025 Cr and the Latest NAV as of 18 Oct 2019 is ₹26.12.

    The HDFC Mid Cap Opportunities Fund Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year..

    Investment Objective

    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.

    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
    29 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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