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

Moderately High
10 yrs 12 monthsStarted on:25 Jun 2007
₹ 21357.03 Cras on: 22 May 2018
Long Term Horizon
2.21%
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
Mirae Asset Emerging Bluechip Fund
Return (CAGR) 22.19%
Crisil Ranking 2
Value Research
UTI-Mid Cap Fund
Return (CAGR) 19.07%
Crisil Ranking 4
Value Research
DSP BlackRock Small And Mid Cap Fund
Return (CAGR) 16.00%
Crisil Ranking 3
Value Research
Franklin India PRIMA FUND
Return (CAGR) 20.51%
Crisil Ranking 3
Value Research
Birla Sun Life Midcap Fund -PLAN
Return (CAGR) 24.43%
Crisil Ranking 3
Value Research
Axis Mid Cap Fund
Return (CAGR) 18.52%
Crisil Ranking 5
Value Research
SBI Magnum Global Fund
Return (CAGR) 14.89%
Crisil Ranking 4
Value Research
RELIANCE GROWTH FUND
Return (CAGR) 23.04%
Crisil Ranking 2
Value Research
ICICI Prudential Indo Asia Equity Fund
Return (CAGR) 10.00%
Crisil Ranking NA
Value Research
Baroda Pioneer Mid-Cap Fund - Plan A
Return (CAGR) -0.26%
Crisil Ranking NA
Value Research NA
Motilal Oswal MOSt Focused Midcap 30 Fund
Return (CAGR) 24.47%
Crisil Ranking 5
Value Research
Principal Index Fund-Midcap
Return (CAGR) 24.44%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
3 Month0.84
1 YR11.81
2 YR22.98
3 YR14.82

SIP Returns

TenureReturns (CAGR)
1 YR3.14
2 YR13.51
3 YR16.4
5 YR21.66
10 YR22.36

Portfolio

Company Name% Assets
Cholamandalam Investment & Finance Co. Ltd.4.41
Sundram Fasteners Ltd.4.04
Balkrishna Industries Ltd.3.9
Voltas Ltd.3.2
Hexaware Technologies Ltd.2.94
Aarti Industries Ltd.2.62
City Union Bank Ltd.2.52
TI Financial Holdings Ltd.2.5
RBL Bank Ltd.2.47
Torrent Pharmaceuticals Ltd.2.29

Top Sectoral Holdings

Sector Name% Assets
Financial24.09
Engineering11.81
Automobile8.76
Cons Durable8.14
Technology7.25
Chemicals6.88
Healthcare6.47
FMCG6.41
Services5.04
Metals4.04

Indicators

LabelValue
Portfolio turnover ratio61.23
Standard Deviation15.4%
Beta0.91%
Sharpe Ratio0.91

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

  • Nav as on 22 May 18 146.47
    Returns since inception (CAGR) 16.37%
    Value Research
    Crisil Ranking 1
© CRISIL Limited 2017. All Rights Reserved