HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
Equity
Direct
Very High Risk
Mid-Cap
NAV: ₹ 100.45 as on 20-10-2021
Fund Overview
Expense ratio
1.04%
Benchmark
S&P BSE Midcap TR INR
AUM
₹31752 Cr
Inception Date
1 January, 2013
Min Lumpsum/SIP
₹5000/₹1500
Exit Load
1%
Lock In
No Lock-in
TurnOver
10.24%
Fund Distribution
Size breakup
Mid cap
71.31%
Large cap
22.13%
Small cap
5.77%
Micro cap
0.79%
Sector Allocation
Cyclical
25.9%
Financial Services
21.4%
Industrial
20.8%
Basic Materials
14.1%
Health
8.6%
Tech
5.6%
Defensive
2.3%
Communication
0.9%
Energy
0.3%
Top Holdings
Total Holdings69
Equity Holdings66
Debt Holdings3
Fund Highlights
Fund Manager
Chirag Setalvad,Sankalp Baid
About the fund
This fund has delivered an average annual returns of 21.43% since inception which is less than its category average return of 22.28%
Fund Allocations
This fund has an allocation of 96.1% in Equity, 0% in Debt and 3.9% in Cash related instruments
AUM size ₹31752 Cr
This fund has AUM of ₹31752 Cr which is more than its category average of ₹ 4880 Cr
Expense Ratio 1.04%
This fund has an expense ratio of 1.04% which is less than its category average expense ratio of 1.52%
AMC details
Fund House
HDFC Asset Management Company Limited
Email
cliser@hdfcfund.com
Phone
+912266316333
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,
