HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option

HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option

Equity
Direct
Very High Risk
Mid-Cap

NAV: ₹ 101.8 as on 20-01-2022

INDmoney RANK
19
/21
among Mid-Cap Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
30%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
23%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
50%
About the Fund

HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option is an equity fund. This fund was started on  1 January, 2013. The fund is managed by Chirag Setalvad, Sankalp Baid. The fund could potentially beat inflation in the long-run.

Key parameters

1) HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option has a NAV of 101.845 as on 21-Jan-2022.

2) HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option has 31442 Cr worth of assets under management (AUM) as on 21-Jan-2022 and is more than category average.

3) The fund has an expense ratio 0.98 %.

Fund Overview

Expense ratio
Expense ratio
0.98%
Benchmark
Benchmark
S&P BSE Midcap TR INR
AUM
AUM
₹31442 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
10.24%

Fund Distribution

  • Equity 95.1%
  • Debt & Cash 4.9%
Size breakup
Mid cap
62.1%
Small cap
27.4%
Large cap
4.6%
Sector Allocation
Cyclical26.1%
Industrial21.1%
Financial Services19.7%
Basic Materials12.1%
Health9.9%
Tech6.2%
Defensive2.3%
Communication1.8%
Energy0.9%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings3
Bharat Electronics Ltd
Bharat Electronics Ltd
4.6%
Cholamandalam Investment and Finance Co Ltd
Cholamandalam Investment and Finance Co Ltd
4.4%
Balkrishna Industries Ltd
Balkrishna Industries Ltd
4.2%
Max Healthcare Institute Ltd Ordinary Shares
Max Healthcare Institute Ltd Ordinary Shares
3.9%
Treps - Tri-Party Repo
Treps - Tri-Party Repo
3.9%
Sundaram Fasteners Ltd
Sundaram Fasteners Ltd
3.8%
Aarti Industries Ltd
Aarti Industries Ltd
3.3%
Max Financial Services Ltd
Max Financial Services Ltd
3%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 20.52% since inception which is more than its category average return of 18.79%
Fund Allocations

Fund Allocations

This fund has an allocation of 95.11849% in Equity, 0% in Debt and 4.88004% in Cash related instruments
AUM size ₹31442 Cr

AUM size ₹31442 Cr

This fund has AUM of ₹31442 Cr which is more than its category average of ₹ 4434 Cr
Expense Ratio 0.98%

Expense Ratio 0.98%

This fund has an expense ratio of 0.98% which is less than its category average expense ratio of 1.57%

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,

Frequently Asked Questions

What are the average returns of HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option Fund ?

What is the current NAV of HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option Fund?

How do I invest in HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option Fund?

What is the expense ratio of HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option fund?

What is the worth of total assets under management (AUM) of HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option fund ?

What are the top holdings of HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option Fund?

What are the top sectors HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option Fund has invested in?