HDFC Mid Cap Opportunities Fund Growth+0.29%

4.18%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Mid Cap Opportunities Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.83%
NAV54.32 (29 Sep 2020)
Fund Started25 Jun 2007
Fund Size22,125 Cr

Fund Overview

Quick overview of HDFC Mid Cap Opportunities Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Mid Cap Opportunities Fund Growth
4.2%
0.7%
7.9%
13.6%
Category Average
11.1%
1.7%
NA
-
Rank within category
19
13
7
-
*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
    0
    with 4.2% 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
    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

    Top Holdings

    NameSectorInstrument% Assets
    Balkrishna Industries Ltd.AutomobileEquity4.9%
    Aarti Industries Ltd.ChemicalsEquity4.2%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.4%
    Trent Ltd.ServicesEquity3.3%
    Ipca Laboratories Ltd.HealthcareEquity3.2%
    Voltas Ltd.Cons DurableEquity3.0%
    Divi's Laboratories Ltd.HealthcareEquity3.0%
    Sundram Fasteners Ltd.EngineeringEquity3.0%
    Bharat Electronics Ltd.EngineeringEquity2.9%
    Atul Ltd.ChemicalsEquity2.7%
    See All

    Fund Managers

    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
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    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. Chirag Setalvad is the Current Fund Manager of HDFC Mid Cap Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹22,125 Cr and the Latest NAV as of 29 Sep 2020 is ₹54.32.

    The HDFC Mid Cap Opportunities Fund Growth 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.

    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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