HDFC Mid Cap Opportunities Fund (Equity, Mid Cap)

Moderately High
12 yrs 9 monthsStarted on:25 Jun 2007
₹ 23787.91 Cras on: 27 Feb 2020
Long Term Horizon
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

Similar Funds
DSP Midcap Fund
Current NAV 60.24
Return (CAGR) 14.46%
Value Research
Axis Midcap Fund
Current NAV 41.44
Return (CAGR) 17.05%
Value Research
Kotak Emerging Equity Scheme Fund
Current NAV 42.14
Return (CAGR) 11.77%
Value Research
Nippon India growth fund
Current NAV 1208.39
Return (CAGR) 21.71%
Value Research
Motilal Oswal Midcap 30 Fund
Current NAV 28.23
Return (CAGR) 18.84%
Value Research
Tata Mid Cap Fund
Current NAV 149.3
Return (CAGR) 11.64%
Value Research
Franklin India Prima Fund
Current NAV 967.23
Return (CAGR) 19.02%
Value Research
UTI Mid Cap Fund
Current NAV 105.11
Return (CAGR) 16.62%
Value Research
SBI Magnum Midcap Fund
Current NAV 74.86
Return (CAGR) 14.44%
Value Research
Aditya Birla SL Mid Cap Fund
Current NAV 279.28
Return (CAGR) 21.07%
Value Research
ICICI Pru Midcap Fund
Current NAV 93.98
Return (CAGR) 15.72%
Value Research
Baroda Pioneer Midcap Fund
Current NAV 9.33
Return (CAGR) -0.73%
Value Research


TenureReturns (CAGR)
3 Month4.83
1 YR9.68
3 YR5.58

SIP Returns

TenureReturns (CAGR)
1 YR9.44
2 YR2.87
3 YR2.02
5 YR6.75
10 YR14.82


Company Name% Assets
Cholamandalam Investment & Finance Co. Ltd.4.48
Aarti Industries Ltd.3.89
Balkrishna Industries Ltd.3.76
City Union Bank Ltd.3.21
Sundram Fasteners Ltd.3.18
Voltas Ltd.3.11
Trent Ltd.3.08
Indian Hotels Co. Ltd.2.51
Tata Chemicals Ltd.2.38
Whirlpool Of India Ltd.2.28

Top Sectoral Holdings

Sector Name% Assets
Cons Durable9.37


Portfolio turnover ratio3.92
Standard Deviation15.81%
Sharpe Ratio0.18

Chirag Setalvad,Chirag Dagli

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.Mr. Dagli has done B. COM and Chartered Accountant.
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 AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.

Other Funds Managed by Chirag Setalvad,Chirag Dagli