HDFC Mid-Cap Opportunities Fund (Equity, Mid Cap)

Moderately High
11 yrs 1 monthsStarted on:25 Jun 2007
₹ 19990.13 Cras on: 17 Jul 2018
Long Term Horizon
1.99%
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 YR4.75
2 YR16.26
3 YR13.04

SIP Returns

TenureReturns (CAGR)
2 YR9.02
3 YR14.09
5 YR19.43
10 YR21.65

Portfolio

Company Name% Assets
Sundram Fasteners Ltd.4.51
Cholamandalam Investment & Finance Co. Ltd.4.13
Balkrishna Industries Ltd.3.5
Hexaware Technologies Ltd.3.02
Voltas Ltd.2.79
RBL Bank Ltd.2.74
City Union Bank Ltd.2.71
Aarti Industries Ltd.2.56
Exide Industries Ltd.2.55
Edelweiss Financial Services Ltd.2.44

Top Sectoral Holdings

Sector Name% Assets
Financial24.03
Engineering12.35
Chemicals8.76
Automobile8.42
Cons Durable7.54
Technology7.22
Healthcare6.59
FMCG5.93
Services5.21
Metals4.08

Indicators

LabelValue
Portfolio turnover ratio60.07
Standard Deviation16.04%
Beta0.9%
Sharpe Ratio0.49

Chirag Setalvad

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Other Funds Managed by Chirag Setalvad

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