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

PLAN: OPTIONS:
36.600 0.5 (1.36%)

NAV as on 27 Jun, 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 Mar 2017) down from Rank 2 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 27 Jun, 2017)

Period Returns (%) Rank #
1 mth -0.4 87
3 mth 5.5 94
6 mth 23.3 76
1 year 31.3 33
2 year 17.7 47
3 year 22.1 39
5 year - -

# Moneycontrol Rank within Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 9.9 - - - -
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 -0.4 5.5 23.3 31.3 17.7 22.1 --
Category avg 0.2 6.9 22.6 25.0 13.4 13.7 13.9
Difference of Fund returns and Category returns -0.6 -1.4 0.7 6.3 4.3 8.4 --
Best of category 3.7 14.2 37.4 48.8 29.1 32.8 32.1
Worst of category -2.5 2.3 9.4 13.1 6.1 9.9 17.0
Benchmark returns # 1.3 3.1 24.9 30.2 16.5 17.1 19.4
Difference of Fund returns and Benchmark returns -1.7 2.4 -1.6 1.1 1.2 5.0 --
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 5.2 22.7 30.0 21.0 26.3
HDFC MidCap Opport.- Direct (G) Rank 3
1,605.39 5.5 23.3 31.3 22.1 --
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 6.2 22.8 17.6 15.5 21.1
IDFC Premier Equity - Direct (G) Rank 5
527.58 6.4 23.3 18.6 16.4 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 7.1 23.9 30.1 30.9 32.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Tube Investment Miscellaneous 535.89 3.23
Voltas Conglomerates 469.06 2.82
UPL Chemicals 420.31 2.53
IndusInd Bank Banking/Finance 386.51 2.33
Yes Bank Banking/Finance 365.71 2.20
Sundram Manufacturing 361.05 2.17
Balkrishna Ind Automotive 356.60 2.15
Aurobindo Pharm Pharmaceuticals 333.96 2.01
Hexaware Tech Technology 333.95 2.01
Adani Ports Engineering 332.56 2.00

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 22.80 0.00 0.00
Engineering 12.83 0.00 0.00
Manufacturing 8.03 0.00 0.00
Chemicals 7.43 0.00 0.00
Miscellaneous 6.98 0.00 0.00
Technology 6.32 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 95.79
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.21

View All

Concentration

Holdings (%)
Top 5 13.11
Top 10 23.45
Sector (%)
Top 3 43.66

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