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HDFC Mid Cap Opportunities Fund Growth-4.49%

77.14%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Mid Cap Opportunities Fund Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.79%
NAV₹72.81 (13 Apr 2021)
Fund Started25 Jun 2007
Fund Size26,471 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
77.1%
7.6%
14.7%
15.7%
Category Average
73.9%
8.9%
14.4%
-
Rank Within Category
14
15
11
-
*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 77.1% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Lower expense ratio - 1.68%
3. 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. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity6.5%
Balkrishna Industries Ltd.AutomobileEquity4.9%
Sundram Fasteners Ltd.EngineeringEquity4.3%
Aarti Industries Ltd.ChemicalsEquity3.7%
Max Financial Services Ltd.FinancialEquity3.1%
Bharat Electronics Ltd.EngineeringEquity2.9%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.8%
Atul Ltd.ChemicalsEquity2.8%
Ipca Laboratories Ltd.HealthcareEquity2.7%
Voltas Ltd.Cons DurableEquity2.3%
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 Fund Growth Details

HDFC Mid Cap Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 25 Jun 2007. Anand Laddha is the Current Fund Manager of HDFC Mid Cap Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹26,471 Cr and the Latest NAV as of 13 Apr 2021 is ₹72.81.

The HDFC Mid Cap Opportunities Fund 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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