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HDFC Mid-Cap Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
56.210 0.12 (0.22%)

NAV as on 20 Feb, 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 Dec 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

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 20 Feb, 2018)

Period Returns (%) Rank #
1 mth -6.6 44
3 mth -1.8 111
6 mth 6.7 102
1 year 19.1 98
2 year 29.7 59
3 year 14.9 42
5 year 25.4 35

# Moneycontrol Rank within 159 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 16.7 3.3 1.7 13.0 41.2
2016 -5.7 10.6 12.0 -8.0 10.6
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

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 -6.6 -1.8 6.7 19.1 29.7 14.9 25.4
Category avg -7.2 -0.3 8.7 20.5 24.5 10.5 12.9
Difference of Fund returns and Category returns 0.6 -1.5 -2.0 -1.4 5.2 4.4 12.5
Best of category -4.6 5.4 27.8 50.4 45.2 26.3 36.3
Worst of category -9.5 -6.0 -1.1 6.6 16.1 6.0 15.3
Benchmark returns # -9.4 -1.6 9.6 19.2 28.0 13.9 19.3
Difference of Fund returns and Benchmark returns 2.8 -0.2 -2.9 -0.1 1.7 1.0 6.1
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) 17,064.28 (Dec-31-2017)
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 Opportunities (G) Rank 3
17,064.28 -1.8 6.7 19.1 14.9 25.4
HDFC MidCap Opport.- Direct (G) Rank 3
2,368.35 -1.6 7.2 20.3 16.1 26.4
Franklin (I) Smaller Cos (G) Rank 3
5,492.03 0.9 10.5 23.2 16.0 28.8
Franklin (I) Smaller Co -Direct (G) Rank 2
1,357.91 1.2 11.2 24.7 17.5 30.3
Franklin India Prima Fund (G) Rank 3
5,568.16 1.1 7.8 18.7 13.0 24.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Voltas Conglomerates 644.33 3.18
Balkrishna Ind Automotive 592.89 2.92
Sundram Manufacturing 562.78 2.78
Hexaware Tech Technology 544.90 2.69
TI Financial Miscellaneous 509.97 2.51
Cholamandalam Banking/Finance 463.22 2.28
Yes Bank Banking/Finance 452.75 2.23
Aurobindo Pharm Pharmaceuticals 427.19 2.11
Edelweiss Banking/Finance 412.72 2.04
Indian Bank Banking/Finance 395.60 1.95

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 21.32 0.00 0.00
Engineering 11.62 0.00 0.00
Manufacturing 8.74 0.00 0.00
Miscellaneous 8.34 0.00 0.00
Technology 7.40 0.00 0.00
Automotive 7.13 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 98.41
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.59

View All

Concentration

Holdings (%)
Top 5 14.08
Top 10 24.69
Sector (%)
Top 3 41.68

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