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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
52.554 0.05 ( 0.09 %)
NAV as on 14 Dec, 2018
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 Sep 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 Dec 14, 2018)
Period Returns(%) Rank#
1 Month 2.2 24
3 Months -8.1 36
6 Months -8.0 30
1 Year -7.9 17
2 Years 10.5 25
3 Years 12.8 14
5 Years 21.9 20

# Moneycontrol Rank within 47 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 - -
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
2013 -8.3 -1.1 -4.4 21.6 8.7

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 2.2 -8.1 -8 -7.9 10.5 12.8 21.9
Category average 1.3 -7 -7.4 -8.8 9 9 16
Difference of Fund returns and Category returns 0.9 -1.1 -0.6 0.9 1.5 3.8 5.9
Best of Category 3.4 -2.9 0.9 6.1 21.1 14.9 26.5
Worst of Category -11.8 -8.6 -15.3 -16.1 -0.7 4.8 8.1
Benchmark returns # 0.5 -8.3 -5.7 -12.2 10.2 10.2 18.3
Difference of Fund returns and Benchmark returns 1.7 0.2 -2.3 4.3 0.3 2.6 3.6
# 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):

    18248.87 ( Sep 30, 2018 )

  • Asset Date:

    Sep 30, 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 (G) 18,248.87 52.6 -8.1 -8.0 -7.9 12.8 21.9
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,755.39 55.4 -7.9 -7.5 -6.8 13.9 23.1
Franklin India Prima Fund (G) 5,569.23 917.1 -5.5 -5.7 -5.3 12.2 21.7
Franklin India Prima Fund - Direct Plan (G) 997.25 975.5 -5.3 -5.2 -4.3 13.3 23.0
Reliance Growth Fund - Retail Plan (G) 6,188.58 1058.1 -5.7 -4.7 -6.8 11.1 17.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Nov 30, 2018
Company Sector Value %Assets
Cholamandalam Banking/Finance 752.61 3.89
Sundram Manufacturing 755.33 3.72
Balkrishna Ind Automotive 790.15 3.70
Torrent Pharma Pharmaceuticals 613.15 3.02
Aarti Ind Chemicals 561.85 2.96
Voltas Conglomerates 600.83 2.90
City Union Bank Banking/Finance 589.82 2.76
Indian Hotels Services 524.74 2.71
RBL Bank Banking/Finance 551.15 2.68
Tata Chemicals Chemicals 544.27 2.58
Asset Allocation (%) As on Nov 30, 2018
Equity 93.04
Others 1.08
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 5.88
Sector Allocation (%) As on Nov 30, 2018
Sector %
Banking/Finance 18.32
Automotive 10.15
Manufacturing 9.80
Engineering 9.52
Chemicals 8.64
Pharmaceuticals 8.09
Concentration As on Nov 30, 2018
Holdings %
Top 5 17.29
Top 10 93.04
Sectors %
Top 3
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