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SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > HDFC Mutual Fund > HDFC Mid-Cap Opportunities Fund (D)

HDFC Mid-Cap Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
36.888 0.34 (0.92%)

NAV as on 19 Jan, 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 Sep 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:
 
View Historic Graph From     To     

Returns (NAV as on 19 Jan, 2018)

Period Returns (%) Rank #
1 mth 2.4 116
3 mth 9.7 84
6 mth 12.3 120
1 year 34.5 95
2 year 33.4 60
3 year 18.4 55
5 year 34.2 33

# Moneycontrol Rank within 157 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 8.5 3.3 1.7 13.0 31.3
2016 -11.3 10.6 12.0 -8.0 4.0
2015 -5.9 -0.5 -0.2 2.2 -2.3
2014 -1.2 29.8 8.9 13.0 58.5
2013 -15.0 -1.1 -4.4 21.6 0.8

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 2.4 9.7 12.3 25.0 33.4 18.4 34.2
Category avg 3.3 9.9 14.9 33.9 26.2 12.4 12.4
Difference of Fund returns and Category returns -0.9 -0.2 -2.6 -8.9 7.2 6.0 21.8
Best of category 5.6 23.2 39.0 72.0 44.8 30.0 36.7
Worst of category -1.4 1.1 4.3 20.8 10.3 9.9 16.0
Benchmark returns # 4.3 13.4 16.2 38.6 31.9 18.2 19.9
Difference of Fund returns and Benchmark returns -1.9 -3.7 -3.9 -13.6 1.5 0.2 14.3
HDFC Mid-Cap Opportunities Fund (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 May 07, 2007
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 17,064.28 (Dec-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 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 9.7 12.3 34.5 17.7 26.0
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 8.6 12.8 32.6 18.6 25.8
Sundaram Select Midcap -IP (D) Not Ranked
0.22 8.8 13.3 33.6 19.2 26.3
Sundaram Select Midcap -Direct (G) Rank 3
513.77 8.8 13.3 33.6 19.2 26.3
IDFC Premier Equity - Direct (G) Rank 4
555.71 5.5 11.4 32.8 12.5 20.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Voltas Conglomerates 568.24 3.33
Sundram Manufacturing 510.22 2.99
Balkrishna Ind Automotive 496.57 2.91
TI Financial Miscellaneous 414.66 2.43
Hexaware Tech Technology 395.89 2.32
Aurobindo Pharm Pharmaceuticals 380.53 2.23
Cholamandalam Banking/Finance 360.06 2.11
Edelweiss Banking/Finance 351.52 2.06
Aarti Ind Chemicals 329.34 1.93
Yes Bank Banking/Finance 327.63 1.92

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 22.29 21.36 21.36
Engineering 11.74 12.94 12.94
Manufacturing 8.47 8.80 8.80
Miscellaneous 8.24 6.57 6.57
Automotive 7.22 4.96 4.96
Chemicals 6.64 4.91 4.91

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 97.47
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.53

View All

Concentration

Holdings (%)
Top 5 13.98
Top 10 24.23
Sector (%)
Top 3 42.50

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