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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
43.762 0.16 (0.36%)

NAV as on 17 Jan, 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 Sep 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:
 
View Historic Graph From     To     

Returns (NAV as on 17 Jan, 2018)

Period Returns (%) Rank #
1 mth 4.8 98
3 mth 10.3 87
6 mth 14.0 96
1 year 37.7 88
2 year 33.9 45
3 year 20.0 40
5 year 34.3 23

# Moneycontrol Rank within 157 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 9.9 3.6 1.9 13.2 33.9
2016 -10.4 10.8 12.2 -7.8 5.8
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 4.8 10.3 14.0 29.3 33.9 20.0 34.3
Category avg 5.0 11.3 15.3 36.1 24.9 12.7 12.5
Difference of Fund returns and Category returns -0.2 -1.0 -1.3 -6.8 9.0 7.3 21.8
Best of category 9.2 24.3 41.4 75.9 43.6 31.6 36.8
Worst of category -1.4 1.1 4.3 23.2 10.3 10.0 16.0
Benchmark returns # 6.9 13.9 17.5 41.2 33.5 18.6 20.2
Difference of Fund returns and Benchmark returns -2.1 -3.6 -3.5 -11.9 0.4 1.4 14.1
HDFC Mid-Cap Opportunities Fund - Direct Plan (D) 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 Dividend
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 2,368.35 (Dec-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.2.25 (Mar-23-2017) 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
17,064.28 10.0 13.5 36.4 18.0 26.2
DSP-BR Micro Cap Fund - RP (G) Rank 3
5,357.24 15.5 16.5 38.8 24.0 32.6
DSP-BR Micro Cap Fund - Direct (G) Rank 3
951.11 15.6 16.8 39.4 24.8 33.4
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 8.9 13.7 34.5 18.9 25.9
Sundaram Select Midcap -IP (D) Not Ranked
0.22 9.1 14.1 35.5 19.5 26.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Voltas Conglomerates 78.87 3.33
Sundram Manufacturing 70.81 2.99
Balkrishna Ind Automotive 68.92 2.91
TI Financial Miscellaneous 57.55 2.43
Hexaware Tech Technology 54.95 2.32
Aurobindo Pharm Pharmaceuticals 52.81 2.23
Cholamandalam Banking/Finance 49.97 2.11
Edelweiss Banking/Finance 48.79 2.06
Aarti Ind Chemicals 45.71 1.93
Yes Bank Banking/Finance 45.47 1.92

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 22.29 21.36 21.36
Engineering 11.74 12.94 12.94
Manufacturing 8.47 8.80 8.80
Miscellaneous 8.24 6.57 6.57
Automotive 7.22 4.96 4.96
Chemicals 6.64 4.91 4.91

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 97.47
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.53

View All

Concentration

Holdings (%)
Top 5 13.98
Top 10 24.23
Sector (%)
Top 3 42.50

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