6M
1Y
3Y
5Y
All
Fund Details
HDFC Mid Cap Opportunities Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.01% |
| NAV | ₹67.74 (21 Jan 2021) |
|---|---|
| Fund Started | 25 Jun 2007 |
| Fund Size | ₹24,714 Cr |
Fund Overview
Quick overview of HDFC Mid Cap Opportunities Fund Growth
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
21.3%
4.0%
14.5%
15.0%
Category Average
24.1%
5.1%
14.3%
-
Rank Within Category
19
14
10
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 21.3% 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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 5.1% |
| Balkrishna Industries Ltd. | Automobile | Equity | 5.1% |
| Aarti Industries Ltd. | Chemicals | Equity | 3.8% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 3.3% |
| Sundram Fasteners Ltd. | Engineering | Equity | 3.0% |
| Bharat Electronics Ltd. | Engineering | Equity | 3.0% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 2.9% |
| Voltas Ltd. | Cons Durable | Equity | 2.8% |
| Atul Ltd. | Chemicals | Equity | 2.7% |
| Max Financial Services Ltd. | Financial | Equity | 2.6% |
See All
Fund Managers
Chirag 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
Anand Laddha
Education
Mr. Laddha has done B.Com. and CA
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
Funds Managed
Amar Kalkundrikar
Education
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Experience
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
Funds Managed
Chirag Dagli
Education
Mr. Dagli has done B. COM and Chartered Accountant.
Experience
Prior to joining DSP Mutual Fund, he has worked with HDFC AMC, 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 ₹24,714 Cr and the Latest NAV as of 21 Jan 2021 is ₹67.74.
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.
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
E-mail
cliser@hdfcfund.comWebsite
NAHDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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