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you are here: Moneycontrol Mutual Funds Mid Cap Fund HDFC Mutual Fund HDFC Mid-Cap Opportunities Fund (G)

HDFC Mid-Cap Opportunities Fund (G)

Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 105758
Fact Sheet Buy
49.281 0.11 ( 0.23 %)
NAV as on 19 Feb, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Info

Average performance in the category

The scheme is ranked 3 in Mid Cap Fund category by Crisil (for quarter ended Dec 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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.

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Returns (NAV as on Feb 19, 2019)
Period Returns(%) Rank#
1 Month -6.1 26
3 Months -4.9 26
6 Months -15.6 33
1 Year -12.5 22
2 Years 2.6 23
3 Years 13.8 15
5 Years 19.2 24

# Moneycontrol Rank within 45 Mid Cap Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -7.9 -3.1 -5.3 2.8 -11.2
2017 16.7 3.3 1.7 13.0 41.2
2016 -5.7 10.6 12.0 -8.0 10.6
2015 1.4 -0.5 -0.2 2.2 5.4
2014 9.7 29.8 8.9 13.0 76.0

View where it stands within its peers

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Performance

Fund returns v/s Category average (Mid Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -6.1 -4.9 -15.6 -12.5 2.6 13.8 19.2
Category average -6.2 -4.9 -13.8 -12.9 2.8 12.3 18.9
Difference of Fund returns and Category returns 0.1 0 -1.8 0.4 -0.2 1.5 0.3
Best of Category -1.9 0.2 -8.2 5.1 14.6 17.1 23.9
Worst of Category -7.7 -8.1 -17.9 -17.8 -3 6.6 7.8
Benchmark returns # -7.2 -8.3 -17.7 -17.2 -0.7 10.9 16.2
Difference of Fund returns and Benchmark returns 1.1 3.4 2.1 4.7 3.3 2.9 3
# Benchmark Index: NIFTY MIDCAP 100

Investment Information

Investment Objective

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    May 07, 2007

  • Benchmark:

    NIFTY MIDCAP 100

  • Asset size (Rs Cr):

    17131.05 ( Dec 31, 2018 )

  • Asset Date:

    Dec 31, 2018

  • 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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,746.33 52 -4.6 -15.2 -11.5 15.0 20.4
HDFC Mid-Cap Opportunities Fund (G) 17,131.05 49.3 -4.9 -15.6 -12.5 13.8 19.2
Franklin India Prima Fund (G) 5,298.15 872.9 -3.1 -11.2 -10.1 13.0 20.4
Franklin India Prima Fund - Direct Plan (G) 944.22 930.3 -2.9 -10.8 -9.2 14.2 21.7
Reliance Growth Fund - Direct Plan (G) 513.21 1045 -3.7 -10.6 -10.4 14.1 17.1
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jan 31, 2019
Company Sector Value %Assets
Sundram Manufacturing 783.92 3.85
Cholamandalam Banking/Finance 743.16 3.65
Aarti Ind Chemicals 615.50 3.43
Balkrishna Ind Automotive 698.52 3.30
Torrent Pharma Pharmaceuticals 628.70 3.08
City Union Bank Banking/Finance 673.07 3.02
Voltas Conglomerates 576.14 2.83
RBL Bank Banking/Finance 564.37 2.77
Indian Hotels Services 544.67 2.67
Tata Chemicals Chemicals 507.32 2.49
Asset Allocation (%) As on Jan 31, 2019
Equity 91.95
Others 1.08
Debt 0.25
Mutual Funds 0.00
Money Market 4.29
Cash / Call 2.43
Sector Allocation (%) As on Jan 31, 2019
Sector %
Banking/Finance 19.00
Manufacturing 9.74
Engineering 9.19
Chemicals 9.07
Automotive 8.85
Pharmaceuticals 8.14
Concentration As on Jan 31, 2019
Holdings %
Top 5 17.31
Top 10 91.95
Sectors %
Top 3
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