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HDFC Mid-Cap Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
43.058 0.51 (1.16%)

NAV as on 02 Dec, 2016

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 2016) 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

Close HDFC Mid-Cap Opportunities Fund, launched as a 3 year close ended equity scheme has been connverted into an open ended equity scheme with effect from June 25, 2010.
Benchmark Index:
 
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Returns (NAV as on 02 Dec, 2016)

Period Returns (%) Rank #
1 mth -6.0 11
3 mth -4.6 33
6 mth 11.2 21
1 year 14.1 13
2 year 10.4 43
3 year 30.5 37
5 year 24.0 9

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.7 - - - -
2015 1.4 -0.5 -0.2 2.2 5.4
2014 9.7 29.8 8.9 13.0 76.0
2013 -8.3 -1.1 -4.4 21.6 8.7
2012 23.0 -2.1 9.6 4.3 40.0
2011 -8.0 6.5 -6.6 -10.5 -18.7

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 -6.0 -4.6 11.2 14.1 10.4 30.5 24.0
Category avg -8.2 -5.7 6.2 5.8 7.5 17.0 12.8
Difference of Fund returns and Category returns 2.2 1.1 5.0 8.3 2.9 13.5 11.2
Best of category -4.9 0.7 17.2 17.0 36.5 44.5 29.1
Worst of category -11.7 -11.9 -8.6 -5.6 0.6 14.8 13.7
Benchmark returns # -6.9 -5.7 8.9 8.6 7.8 23.3 16.3
Difference of Fund returns and Benchmark returns 0.9 1.1 2.3 5.5 2.6 7.2 7.7
HDFC Mid-Cap Opportunities Fund (G) 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 Growth
Launch date May 07, 2007
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 11,208.20 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Chirag Setalvad
View performance of schemes managed by the Fund Manager
Notes HDFC Mid-Cap Opportunities Fund, launched as a 3 year close ended equity scheme has been connverted into an open ended equity scheme with effect from June 25, 2010.

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
1,262.68 -4.4 11.7 15.2 31.6 --
HDFC MidCap Opportunities (G) Rank 3
11,208.20 -4.6 11.2 14.1 30.5 24.0
IDFC Premier Equity - Direct (G) Not Ranked
572.40 -8.0 -1.3 -0.1 21.6 --
IDFC Premier Equity - B (G) Not Ranked
17.52 -8.1 -1.6 -0.8 20.9 18.4
IDFC Premier Equity - Regular (G) Rank 4
5,718.58 -8.1 -1.7 -0.9 20.8 18.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
HPCL Oil & Gas 461.74 3.43
Tube Investment Miscellaneous 367.45 2.73
Voltas Conglomerates 366.20 2.72
Cholamandalam Banking/Finance 349.78 2.60
Sundram Manufacturing 306.05 2.27
Aurobindo Pharm Pharmaceuticals 298.66 2.22
Yes Bank Banking/Finance 292.63 2.18
Carborundum Engineering 281.26 2.09
UPL Chemicals 279.12 2.07
Bajaj Finance Banking/Finance 273.50 2.03

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 20.66 19.97 18.95
Engineering 14.11 14.25 13.99
Pharmaceuticals 8.14 9.51 8.78
Manufacturing 7.79 7.19 6.79
Miscellaneous 6.58 5.31 4.63
Technology 5.80 9.30 7.68

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 95.03
Others 0.00
Debt 0.00
Mutual Funds 3.15
Money Market 1.25
Cash / Call 0.57

View All

Concentration

Holdings (%)
Top 5 13.75
Top 10 24.34
Sector (%)
Top 3 42.91

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