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HDFC Mid-Cap Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
24.118 0.33 (1.35%)

NAV as on 10 Feb, 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 Nov 1999) up from Rank 4 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 10 Feb, 2016)

Period Returns (%) Rank #
1 mth -7.2 29
3 mth -6.9 65
6 mth -13.4 51
1 year -5.3 63
2 year 30.4 72
3 year 23.8 41
5 year 19.5 14

# Moneycontrol Rank within 139 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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
2012 11.5 -2.1 9.6 4.3 26.9
2011 -8.0 6.5 -6.6 -10.5 -18.7

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 -7.2 -6.9 -13.4 -5.3 30.4 23.8 19.5
Category avg -9.5 -7.2 -13.4 -5.2 23.0 13.6 10.2
Difference of Fund returns and Category returns 2.3 0.3 0.0 -0.1 7.4 10.2 9.3
Best of category -4.6 -0.2 -5.0 5.8 52.0 33.9 23.6
Worst of category -14.7 -12.7 -19.9 -15.5 12.8 8.7 8.1
Benchmark returns # -8.7 -6.3 -14.6 -4.6 26.0 14.1 10.4
Difference of Fund returns and Benchmark returns 1.5 -0.6 1.2 -0.7 4.4 9.7 9.1
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) 9,733.96 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (Mar-24-2015) 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
9,733.96 -6.9 -13.4 -5.3 23.8 19.5
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 -3.9 -13.2 -4.4 20.2 17.9
Franklin India Prima Fund (G) Rank 3
3,562.74 -6.2 -10.7 -6.4 24.4 19.9
Sundaram Select Midcap -RP (G) Rank 4
3,193.81 -7.1 -14.8 -4.6 24.7 17.7
UTI Mid Cap (G) Rank 2
3,203.82 -7.7 -15.1 -5.7 28.6 20.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

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

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 95.48
Others 0.02
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.50

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Sector (%)
Top 3 N.A.

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