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

Moderately High
11 yrs 4 monthsStarted on:25 Jun 2007
₹ 21952.01 Cras on: 21 Sep 2018
Long Term Horizon
2.11%
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)
2 YR10.17
3 YR13.76

SIP Returns

TenureReturns (CAGR)
2 YR4.36
3 YR10.93
5 YR16.3
10 YR20.69

Portfolio

Company Name% Assets
Sundram Fasteners Ltd.4.34
Balkrishna Industries Ltd.4.16
Cholamandalam Investment & Finance Co. Ltd.3.67
City Union Bank Ltd.2.97
Voltas Ltd.2.95
Torrent Pharmaceuticals Ltd.2.85
RBL Bank Ltd.2.84
Hexaware Technologies Ltd.2.64
Aarti Industries Ltd.2.62
Exide Industries Ltd.2.56

Top Sectoral Holdings

Sector Name% Assets
Financial22.64
Engineering11.73
Chemicals8.81
Automobile8.79
Cons Durable7.66
Healthcare7.25
Technology6.49
FMCG5.53
Services5.3
Metals4.28

Indicators

LabelValue
Portfolio turnover ratio51.85
Standard Deviation15.74%
Beta0.9%
Sharpe Ratio0.63

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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