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HDFC Mid-Cap Opportunities Fund (D) SET SMS ALERT

24.103
0.69 (2.79%)
NAV as on Sep-16-2014
NAV as on Sep-16-2014

Fund Family HDFC Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) 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:
 
View Historic Graph From     To     

Returns (NAV as on Sep-16-2014)

Period Returns (%) Rank #
1 mth 6.5 87
3 mth 11.7 75
6 mth 48.1 66
1 year 92.8 39
2 year 37.0 18
3 year 27.4 17
5 year 24.3 3

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -1.2 29.8 - - -
2013 -15.0 -1.1 -4.4 21.6 0.8
2012 11.5 -2.1 9.6 4.3 26.9
2011 -8.0 6.5 -6.6 -10.5 -18.7
2010 5.2 8.0 14.0 -0.7 31.4
2009 -9.2 50.2 23.9 11.8 91.0

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 11.7 48.1 92.8 37.0 27.4 24.3
Category avg 7.4 12.9 47.5 70.4 14.2 10.2 6.8
Difference of Fund returns and Category returns -0.9 -1.2 0.6 22.4 22.8 17.2 17.5
Best of category 11.7 22.1 85.1 145.1 48.5 35.0 25.3
Worst of category 3.8 2.7 29.8 56.1 20.5 14.8 9.6
Benchmark returns # 4.7 7.6 41.0 65.2 24.1 16.1 12.1
Difference of Fund returns and Benchmark returns 1.8 4.1 7.1 27.6 12.9 11.3 12.2
HDFC Mid-Cap Opportunities Fund (D) Review by Crisil - Rating: 3 (Rank 3 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 Dividend
Launch date May 07, 2007
Benchmark CNX Midcap
Asset Size (Rs cr) 4,228.85 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.75 (Feb-26-2014) 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 Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22028862
Email jmathews@hdfcindia.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
4,228.85 11.7 48.1 92.8 27.4 24.3
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 11.9 48.6 93.9 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 12.9 53.8 92.1 31.7 22.7
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 13.1 54.4 93.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 95.68
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.32

View All

Sector (%)
Top 3 N.A.

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