HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt
NAV: ₹ 51.3 as on 20-01-2022
HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt 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.
1) HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt has a NAV of 51.272 as on 21-Jan-2022.
2) HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt 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 | 0.98% | |
Benchmark | S&P BSE Midcap TR INR | |
AUM | ₹31442 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹5000/₹0 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 10.24% |
Fund Distribution
| Cyclical | 26.1% |
| Industrial | 21.1% |
| Financial Services | 19.7% |
| Basic Materials | 12.1% |
| Health | 9.9% |
| Tech | 6.2% |
| Defensive | 2.3% |
| Communication | 1.8% |
| Energy | 0.9% |
Top Holdings
Fund Highlights
About the fund
Fund Allocations
AUM size ₹31442 Cr
Expense Ratio 0.98%
Chirag Setalvad is B.Sc. in Business Administration- University of North Carolina, Chapel Hill.
21 Years experience
Mr. Chirag Setalvas is currently a Senior Fund Manager - Equities for HDFC Asset Management. Collectively, he has over 21 years of experience, of which 18 years are in Fund Management and Equity Research and 3 years in Investment Banking. Previously he was employed as Vice President New Vermon Advisory Services Pvt. Ltd. and as Assistant Manager for ING Barings N.V. Chirag has a B.Sc. in Business Administration from University of North Carolina, Chapel Hill.
Sankalp Baid is B.Com (H), University of Calcutta; PG Diploma in Business Management from XLRI, Jamshedpur; CA
4 Years experience
AMC details
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