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

PLAN: Direct OPTIONS: Dividend
29.855 0.05 (0.17%)

NAV as on 03 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 03 Jul, 2015)

Period Returns (%) Rank #
1 mth 2.9 110
3 mth 0.4 23
6 mth 3.9 75
1 year 27.7 61
2 year 48.9 40
3 year - -
5 year - -

# Moneycontrol Rank within 119 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -5.7 -0.3 - - -
2014 9.8 30.0 9.1 13.2 -
2013 -14.9 -1.0 -4.2 21.7 1.3

View where it stands within its peers

* Returns over 1 year are Annualised

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 2.9 0.4 3.9 27.7 48.9 -- --
Category avg 4.7 -0.8 5.0 26.1 34.1 22.2 11.7
Difference of Fund returns and Category returns -1.8 1.2 -1.1 1.6 14.8 -- --
Best of category 7.9 5.4 17.2 52.8 65.6 40.7 24.8
Worst of category 2.6 -4.3 -8.1 -8.6 30.2 13.8 6.8
Benchmark returns # 4.6 -- 4.5 16.9 34.8 21.2 10.4
Difference of Fund returns and Benchmark returns -1.7 0.4 -0.6 10.8 14.1 -- --
# Benchmark Index: CNX Midcap

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 Dividend
Launch date Jan 01, 2013
Benchmark CNX Midcap
Asset Size (Rs cr) 666.39 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.2.25 (Mar-24-2015) 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 Opport.- Direct (G) Not Ranked
666.39 0.4 3.9 27.7 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 0.1 3.4 26.6 31.9 21.4
IDFC Premier Equity - Direct (G) Not Ranked
579.15 -2.5 6.6 27.6 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 -2.6 6.4 26.8 29.4 19.7
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 -2.7 6.4 26.6 29.3 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Voltas Conglomerates 276.35 2.70
Bajaj Finance Banking/Finance 266.50 2.61
Mindtree Technology 231.79 2.27
HPCL Oil & Gas 222.70 2.18
UPL Chemicals 221.06 2.16
Torrent Pharma Pharmaceuticals 217.39 2.13
Axis Bank Banking/Finance 214.26 2.10
Amara Raja Batt Automotive 212.54 2.08
Aurobindo Pharm Pharmaceuticals 213.00 2.08
Bayer CropScien Chemicals 208.18 2.04

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 21.37 21.84 18.09
Engineering 12.76 13.41 11.95
Pharmaceuticals 9.63 13.23 7.44
Chemicals 9.28 9.62 7.40
Technology 8.24 8.24 6.40
Manufacturing 6.98 7.64 6.65

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 95.66
Others 0.04
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.30

View All

Concentration

Holdings (%)
Top 5 11.92
Top 10 22.35
Sector (%)
Top 3 43.76

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