HDFC Mid Cap Opportunities (Equity, Mid Cap)

Moderately High
11 yrs 6 monthsStarted on:25 Jun 2007
₹ 20320.85 Cras on: 18 Dec 2018
Long Term Horizon
1.98%
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)
1 Month2.41
2 YR10.92
3 YR12.37

SIP Returns

TenureReturns (CAGR)
3 YR6.41
5 YR12.06
10 YR18.87

Portfolio

Company Name% Assets
Cholamandalam Investment & Finance Co. Ltd.3.89
Sundram Fasteners Ltd.3.72
Balkrishna Industries Ltd.3.7
Torrent Pharmaceuticals Ltd.3.02
Aarti Industries Ltd.2.96
Voltas Ltd.2.9
City Union Bank Ltd.2.76
Indian Hotels Co. Ltd.2.71
RBL Bank Ltd.2.68
Tata Chemicals Ltd.2.58

Top Sectoral Holdings

Sector Name% Assets
Financial22.52
Engineering11.63
Chemicals9.76
Automobile8.6
Healthcare8.09
Cons Durable7.8
Services5.85
Technology5.57
FMCG5.15
Metals4.29

Indicators

LabelValue
Portfolio turnover ratio37.99
Standard Deviation17.58%
Beta0.9%
Sharpe Ratio0.34

Chirag Setalvad,Rakesh Vyas

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.Mr. Vyas is a B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.

Other Funds Managed by Chirag Setalvad,Rakesh Vyas

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    Crisil Ranking 4
  • Nav as on 18 Dec 18 42.29
    Returns since inception (CAGR) 14.40%
    Value Research
    Crisil Ranking 1
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