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HDFC Mid-Cap Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
46.288 0.36 (0.79%)

NAV as on 24 Jan, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 24 Jan, 2017)

Period Returns (%) Rank #
1 mth 8.0 67
3 mth -4.1 34
6 mth 8.1 14
1 year 29.2 21
2 year 10.7 39
3 year 31.7 33
5 year - -

# Moneycontrol Rank within 147 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.5 - - - -
2015 1.7 -0.3 - 2.4 6.4
2014 9.8 30.0 9.1 13.2 77.2
2013 -8.2 -1.0 -4.2 21.7 9.2

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 8.0 -4.1 8.1 29.2 10.7 31.7 --
Category avg 7.3 -4.7 3.7 20.6 6.9 18.4 13.3
Difference of Fund returns and Category returns 0.7 0.6 4.4 8.6 3.8 13.3 --
Best of category 11.6 1.9 17.2 40.4 36.5 44.4 30.6
Worst of category -11.3 -8.6 -8.6 1.0 -0.5 16.7 14.7
Benchmark returns # 11.5 -4.2 5.3 25.0 8.0 26.0 17.1
Difference of Fund returns and Benchmark returns -3.5 0.1 2.8 4.2 2.7 5.7 --
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 1,377.61 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Chirag Setalvad
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office “HUL House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate,Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22821144
Email cliser@hdfcfund.com
Website http://www.hdfcfund.com/

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 2
11,638.66 -4.3 7.6 28.0 30.6 25.0
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 -6.3 -2.7 12.0 21.2 19.4
Franklin India Prima Fund (G) Rank 3
4,116.72 -4.9 2.8 22.9 30.5 25.7
Sundaram Select Midcap -RP (G) Rank 3
3,912.95 -4.0 9.0 29.3 33.6 25.1
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,591.84 -3.9 7.7 32.3 43.3 30.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HPCL Oil & Gas 46.84 3.40
Tube Investment Miscellaneous 43.26 3.14
Voltas Conglomerates 33.89 2.46
Sundram Manufacturing 29.34 2.13
Aurobindo Pharm Pharmaceuticals 29.21 2.12
Balkrishna Ind Automotive 28.65 2.08
Yes Bank Banking/Finance 28.52 2.07
UPL Chemicals 27.69 2.01
VST Tobacco 26.86 1.95
Carborundum Engineering 26.59 1.93

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 19.82 19.97 18.95
Engineering 13.01 14.25 13.99
Manufacturing 8.75 7.19 6.79
Pharmaceuticals 7.19 9.51 8.78
Miscellaneous 6.83 5.31 4.63
Technology 6.11 9.30 7.68

View All Sectors

Asset Allocation (%)(Dec 30, 16)

Equity 93.60
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 6.59
Cash / Call -0.19

View All

Concentration

Holdings (%)
Top 5 13.25
Top 10 23.29
Sector (%)
Top 3 41.58

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