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
1.93%
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)
YTD3.60
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

Portfolio

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
Financial21.09
Chemicals12.3
Engineering10.35
Cons Durable9.37
Healthcare7.75
Automobile7.53
Services6.67
FMCG5.23
Technology5.06
Metals3.75

Indicators

LabelValue
Portfolio turnover ratio3.92
Standard Deviation15.81%
Beta0.85%
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