HDFC Mid Cap Opportunities (Equity, Mid Cap)

Moderately High
11 yrs 8 monthsStarted on:25 Jun 2007
₹ 20381.31 Cras on: 15 Feb 2019
Long Term Horizon
2.14%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

Exit Load

Exit Load: Redemption/Switch-out within 1 Year of allotment - 1%.

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR3.52
3 YR13.68

SIP Returns

TenureReturns (CAGR)
3 YR0.73
5 YR7.88
10 YR16.82

Portfolio

Company Name% Assets
Sundram Fasteners Ltd.3.85
Cholamandalam Investment & Finance Co. Ltd.3.65
Aarti Industries Ltd.3.43
Balkrishna Industries Ltd.3.3
Torrent Pharmaceuticals Ltd.3.08
City Union Bank Ltd.3.02
Voltas Ltd.2.83
RBL Bank Ltd.2.77
Indian Hotels Co. Ltd.2.67
Tata Chemicals Ltd.2.49

Top Sectoral Holdings

Sector Name% Assets
Financial22.49
Engineering11.21
Chemicals10.35
Healthcare8.14
Automobile7.8
Cons Durable7.79
Services5.89
Technology5.87
FMCG5.05
Metals4.16

Indicators

LabelValue
Portfolio turnover ratio24.54
Standard Deviation17.33%
Beta0.89%
Sharpe Ratio0.42

Chirag Setalvad,Amar Kalkundrikar

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Other Funds Managed by Chirag Setalvad,Amar Kalkundrikar