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HDFC Mid-Cap Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
36.825 0.04 (0.12%)

NAV as on 02 Sep, 2015

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

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Nov 1999) 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 Sep, 2015)

Period Returns (%) Rank #
1 mth -6.5 19
3 mth 0.7 90
6 mth -2.7 35
1 year 16.6 71
2 year 53.2 50
3 year 30.9 23
5 year 18.6 8

# Moneycontrol Rank within 125 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.4 -0.5 - - -
2014 9.7 29.8 8.9 13.0 -
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
2010 5.2 8.0 14.0 -0.7 31.4

View where it stands within its peers

* Returns over 1 year are Annualised

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 -6.5 0.7 -2.7 16.6 53.2 30.9 18.6
Category avg -8.0 1.6 -4.3 16.8 36.1 20.7 9.9
Difference of Fund returns and Category returns 1.5 -0.9 1.6 -0.2 17.1 10.2 8.7
Best of category -4.8 6.2 2.8 40.7 72.9 37.9 23.4
Worst of category -11.4 -7.2 -11.6 -7.9 22.3 15.3 5.3
Benchmark returns # -6.9 1.4 -4.1 11.9 40.3 22.1 7.6
Difference of Fund returns and Benchmark returns 0.4 -0.7 1.4 4.7 12.9 8.8 11.0
HDFC Mid-Cap Opportunities Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: CNX Midcap

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 CNX Midcap
Asset Size (Rs cr) 9,235.00 (Jun-30-2015)
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
745.25 1.0 -2.2 17.6 -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 0.7 -2.7 16.6 30.9 18.6
IDFC Premier Equity - Direct (G) Not Ranked
604.33 -1.2 -5.0 17.2 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 -1.3 -5.3 16.5 27.9 15.5
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 -1.3 -5.3 16.3 27.8 15.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Bajaj Finance Banking/Finance 313.70 2.89
HPCL Oil & Gas 294.93 2.71
Voltas Conglomerates 260.43 2.40
Torrent Pharma Pharmaceuticals 245.71 2.26
Aurobindo Pharm Pharmaceuticals 235.57 2.17
Bayer CropScien Chemicals 230.95 2.12
Divis Labs Pharmaceuticals 223.62 2.06
Axis Bank Banking/Finance 217.93 2.00
UPL Chemicals 214.28 1.97
Amara Raja Batt Automotive 202.95 1.87

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 20.06 21.84 18.09
Engineering 13.96 13.96 11.95
Pharmaceuticals 9.77 13.23 7.44
Chemicals 8.87 9.62 7.40
Technology 7.83 8.24 6.40
Manufacturing 7.20 7.64 6.75

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 94.79
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.21

View All

Concentration

Holdings (%)
Top 5 12.43
Top 10 22.45
Sector (%)
Top 3 43.79

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