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HDFC Mid Cap Opportunities Fund Dividend-0.95%

18.04%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Mid Cap Opportunities Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.01%
NAV₹30.17 (25 Jan 2021)
Fund Started25 Jun 2007
Fund Size24,714 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.0%
3.4%
13.6%
15.0%
Category Average
19.3%
4.6%
13.2%
-
Rank Within Category
18
14
10
-
*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 18.0% returns per annum

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. Age is more than 10 years
5. Lower expense ratio - 1.86%
6. 5Y Returns are higher than the category average returns
7. 10Y 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. Risk-adjusted returns are lower compared to the category
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
7. Risk-adjusted returns are lower compared to the category
8. 1Y Returns are lower than the category average returns
9. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity5.1%
Balkrishna Industries Ltd.AutomobileEquity5.1%
Aarti Industries Ltd.ChemicalsEquity3.8%
Ipca Laboratories Ltd.HealthcareEquity3.3%
Sundram Fasteners Ltd.EngineeringEquity3.0%
Bharat Electronics Ltd.EngineeringEquity3.0%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.9%
Voltas Ltd.Cons DurableEquity2.8%
Atul Ltd.ChemicalsEquity2.7%
Max Financial Services Ltd.FinancialEquity2.6%
See All

Fund Managers

Anand Laddha
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Amar Kalkundrikar
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Chirag Dagli
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HDFC Mid Cap Opportunities Fund Dividend Details

HDFC Mid Cap Opportunities Fund Dividend is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 25 Jun 2007. Chirag Setalvad is the Current Fund Manager of HDFC Mid Cap Opportunities Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹24,714 Cr and the Latest NAV as of 25 Jan 2021 is ₹30.17.

The HDFC Mid Cap Opportunities Fund 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.

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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