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HDFC Mid Cap Opportunities Fund Growth

Equity
Mid Cap
Very High Risk
73.22%
1Y return
+0.67% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹85.20
Min. SIP Amount₹500
Rating3star
Fund Size₹29,507.59 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns73.2%14.3%14.8%16.4%
Category average72.8%17.0%15.6%NA
Rank with in category191613NA
Understand termsinfo

Holdings (66)

NameSectorInstrumentAssets
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

Pros and cons

Category: Equity Mid Cap

Pros

  • Age is more than 10 years
  • Lower expense ratio - 1.66%
  • 10Y Returns are higher than the category average returns
  • 1Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.66%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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