SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > HDFC Mutual Fund > HDFC Mid-Cap Opportunities Fund - Direct Plan (D)

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

PLAN: Direct OPTIONS: Dividend
33.296 0.1 (0.30%)

NAV as on 09 Dec, 2016

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2016) 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 09 Dec, 2016)

Period Returns (%) Rank #
1 mth -1.7 13
3 mth -4.2 43
6 mth 12.8 16
1 year 20.3 15
2 year 12.9 35
3 year 31.5 31
5 year - -

# Moneycontrol Rank within 143 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -10.4 - - - -
2015 -5.7 -0.3 - 2.4 -1.3
2014 9.8 30.0 9.1 13.2 77.2
2013 -14.9 -1.0 -4.2 21.7 1.3

View where it stands within its peers

* Returns over 1 year are Annualised

* 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 -1.7 -4.2 12.8 20.3 12.9 31.5 --
Category avg -3.8 -4.8 6.7 11.4 8.5 17.8 13.3
Difference of Fund returns and Category returns 2.1 0.6 6.1 8.9 4.4 13.7 --
Best of category 0.3 3.3 18.0 24.3 36.5 44.9 30.1
Worst of category -11.3 -9.9 -8.6 0.2 1.6 15.1 14.6
Benchmark returns # -1.0 -4.4 11.6 16.7 10.1 23.9 17.5
Difference of Fund returns and Benchmark returns -0.7 0.2 1.2 3.6 2.8 7.6 --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 1,262.68 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.1.50 (Mar-23-2016) 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
11,208.20 -4.4 12.2 19.2 30.4 24.9
HDFC MidCap Opport.- Direct (G) Not Ranked
1,262.68 -4.2 12.8 20.3 31.5 --
IDFC Premier Equity - Direct (G) Not Ranked
572.40 -6.8 0.0 5.4 21.9 --
IDFC Premier Equity - Regular (G) Rank 4
5,718.58 -7.0 -0.3 4.6 21.1 19.1
IDFC Premier Equity - B (G) Not Ranked
17.52 -7.0 -0.3 4.7 21.2 19.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HPCL Oil & Gas 466.49 3.59
Tube Investment Miscellaneous 370.66 2.85
Voltas Conglomerates 299.11 2.30
Sundram Manufacturing 285.26 2.20
Aurobindo Pharm Pharmaceuticals 272.54 2.10
Yes Bank Banking/Finance 269.99 2.08
Carborundum Engineering 266.19 2.05
Cholamandalam Banking/Finance 254.03 1.96
UPL Chemicals 253.58 1.95
Divis Labs Pharmaceuticals 247.71 1.91

Full Portfolio

Sector Allocation (Nov 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 20.84 19.97 18.95
Engineering 13.14 14.25 13.99
Manufacturing 8.74 7.19 6.79
Pharmaceuticals 7.96 9.51 8.78
Miscellaneous 6.61 5.31 4.63
Technology 6.10 9.30 7.68

View All Sectors

Asset Allocation (%)(Nov 30, 16)

Equity 94.43
Others 0.00
Debt 0.00
Mutual Funds 4.62
Money Market 0.00
Cash / Call 0.95

View All

Concentration

Holdings (%)
Top 5 13.04
Top 10 22.99
Sector (%)
Top 3 42.72

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.