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HDFC Mid-Cap Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
31.476 0.23 (0.72%)

NAV as on 19 Jun, 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 Mar 2018) 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 19 Jun, 2018)

Period Returns (%) Rank #
1 mth -2.0 72
3 mth 1.5 29
6 mth -4.5 44
1 year 7.0 60
2 year 24.0 36
3 year 18.0 42
5 year 48.8 34

# Moneycontrol Rank within 147 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -15.8 - - - -
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 -2.0 1.5 -12.7 -2.2 24.0 18.0 48.8
Category avg -1.9 -1.2 -5.1 6.2 15.6 11.0 13.6
Difference of Fund returns and Category returns -0.1 2.7 -7.6 -8.4 8.4 7.0 35.2
Best of category 1.0 6.3 11.7 29.8 34.2 24.6 36.7
Worst of category -8.0 -9.3 -14.5 -5.4 7.8 6.4 15.4
Benchmark returns # -0.3 -1.3 -9.3 2.9 17.4 13.0 19.5
Difference of Fund returns and Benchmark returns -1.7 2.8 -3.4 -5.1 6.6 5.0 29.3
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

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date May 07, 2007
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 17,638.27 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.3.00 (Mar-01-2018) 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) Rank 3
2,460.33 1.8 -3.9 8.1 16.1 27.2
HDFC MidCap Opportunities (G) Rank 3
17,638.27 1.5 -4.5 7.0 15.0 26.1
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -0.4 -5.8 5.6 15.9 28.4
Franklin (I) Smaller Co -Direct (G) Rank 3
1,472.67 -0.1 -5.2 6.9 17.4 29.9
Reliance Small Cap - Direct (G) Rank 3
1,001.82 -1.9 -7.5 13.0 23.4 36.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Sundram Manufacturing 914.55 4.44
Cholamandalam Banking/Finance 826.18 4.01
Balkrishna Ind Automotive 761.47 3.69
Hexaware Tech Technology 579.50 2.81
City Union Bank Banking/Finance 575.22 2.79
Voltas Conglomerates 575.05 2.79
Edelweiss Banking/Finance 531.65 2.58
Aarti Ind Chemicals 518.41 2.51
Exide Ind Automotive 512.52 2.49
RBL Bank Banking/Finance 512.01 2.48

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 19.67 21.32 21.32
Manufacturing 11.46 8.74 8.74
Automotive 10.16 7.13 7.13
Engineering 9.47 11.62 11.62
Miscellaneous 7.50 8.34 8.34
Chemicals 7.29 6.60 6.60

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 96.63
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.72
Cash / Call 2.65

View All

Concentration

Holdings (%)
Top 5 17.74
Top 10 30.59
Sector (%)
Top 3 41.29

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