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

PLAN: Direct OPTIONS: Growth
61.791 0.27 (0.44%)

NAV as on 19 Apr, 2018

CRISIL MF RANK

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

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 19 Apr, 2018)

Period Returns (%) Rank #
1 mth 7.0 3
3 mth -1.4 9
6 mth 8.4 25
1 year 18.3 55
2 year 27.0 33
3 year 17.1 27
5 year 28.8 26

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 17.0 3.6 1.9 13.2 42.6
2016 -5.5 10.8 12.2 -7.8 11.7
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 7.0 -1.4 8.4 18.3 27.0 17.1 28.8
Category avg 3.7 -4.5 5.1 15.3 19.5 10.7 14.4
Difference of Fund returns and Category returns 3.3 3.1 3.3 3.0 7.5 6.4 14.4
Best of category 8.9 1.0 14.0 39.1 40.1 25.1 38.3
Worst of category -1.9 -9.3 -2.6 2.5 13.3 7.3 17.0
Benchmark returns # 6.4 -6.3 6.3 13.3 22.4 15.6 20.8
Difference of Fund returns and Benchmark returns 0.6 4.9 2.1 5.0 4.6 1.5 8.0
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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) 2,460.33 (Mar-31-2018)
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 3
17,638.27 -1.7 7.8 17.0 16.0 27.7
Sundaram Select Midcap -RP (G) Rank 3
5,742.78 -3.3 5.1 14.5 15.6 27.7
Sundaram Select Midcap -IP (D) Not Ranked
0.22 -3.1 5.5 15.3 16.2 28.2
Sundaram Select Midcap -Direct (G) Rank 3
534.18 -3.1 5.5 15.3 16.2 28.4
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -4.5 5.0 15.1 15.9 31.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Sundram Manufacturing 101.12 4.11
Cholamandalam Banking/Finance 99.64 4.05
Balkrishna Ind Automotive 88.82 3.61
Voltas Conglomerates 84.14 3.42
Hexaware Tech Technology 68.40 2.78
City Union Bank Banking/Finance 64.21 2.61
TI Financial Miscellaneous 61.26 2.49
Aarti Ind Chemicals 60.77 2.47
RBL Bank Banking/Finance 55.11 2.24
Exide Ind Automotive 51.67 2.10

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 19.25 0.00 0.00
Manufacturing 10.70 0.00 0.00
Automotive 9.79 0.00 0.00
Engineering 9.76 0.00 0.00
Miscellaneous 8.21 0.00 0.00
Technology 7.26 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 95.28
Others 0.00
Debt 0.47
Mutual Funds N.A
Money Market 1.77
Cash / Call 2.48

View All

Concentration

Holdings (%)
Top 5 17.97
Top 10 29.88
Sector (%)
Top 3 39.74

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