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

PLAN: Direct OPTIONS: Dividend
38.096 0.3 (0.81%)

NAV as on 16 Aug, 2017

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 Jun 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 16 Aug, 2017)

Period Returns (%) Rank #
1 mth -1.0 62
3 mth 0.6 46
6 mth 13.6 58
1 year 22.7 48
2 year 17.4 38
3 year 26.6 30
5 year - -

# Moneycontrol Rank within 149 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 9.9 3.6 - - -
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 -1.0 0.6 6.6 15.2 17.4 26.6 --
Category avg -2.4 0.3 11.9 18.3 11.0 13.7 13.0
Difference of Fund returns and Category returns 1.4 0.3 -5.3 -3.1 6.4 12.9 --
Best of category 3.5 14.0 24.7 42.4 27.2 32.8 31.4
Worst of category -5.4 -5.5 8.1 8.3 4.3 12.8 16.4
Benchmark returns # -1.2 -2.2 12.4 21.6 13.8 18.1 19.9
Difference of Fund returns and Benchmark returns 0.2 2.8 -5.8 -6.4 3.6 8.5 --
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) 1,605.39 (Mar-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
12,753.08 0.3 13.0 21.5 21.9 26.0
HDFC MidCap Opport.- Direct (G) Rank 3
1,605.39 0.6 13.6 22.7 23.0 --
Franklin (I) Smaller Co -Direct (G) Rank 3
862.32 0.3 13.9 21.1 24.5 --
Franklin (I) Smaller Cos (G) Rank 3
3,838.74 0.0 13.1 19.6 22.7 30.7
Franklin (I) Prima - Direct (G) Rank 3
517.61 0.2 12.8 18.8 23.1 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Tube Investment Miscellaneous 604.97 3.39
Voltas Conglomerates 514.34 2.88
Yes Bank Banking/Finance 462.33 2.59
Aurobindo Pharm Pharmaceuticals 455.13 2.55
IndusInd Bank Banking/Finance 429.59 2.41
UPL Chemicals 428.05 2.40
Balkrishna Ind Automotive 393.53 2.21
Sundram Manufacturing 389.63 2.18
Adani Ports Engineering 388.38 2.18
Hexaware Tech Technology 372.25 2.09

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 23.65 0.00 0.00
Engineering 12.90 0.00 0.00
Manufacturing 7.56 0.00 0.00
Chemicals 7.10 0.00 0.00
Miscellaneous 6.83 0.00 0.00
Pharmaceuticals 6.77 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 95.33
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.67

View All

Concentration

Holdings (%)
Top 5 13.82
Top 10 24.88
Sector (%)
Top 3 44.11

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