HDFC Mid-Cap Opportunities Fund(G)

View the direct plan of this scheme

Rs 184.395   0.094(0.051 %) NAV as on 12 Jul 2024
Prime Rating: 4.5 
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Fund type:
Equity
AUM (in crores):
₹ 70,569.7
Fund category:
Mid Cap Fund
Fund manager(s):
Chirag Setalvad
Benchmark:
Nifty Midcap 150 - TRI
Minimum investment:
₹ 100
Launch date:
25 Jun 2007
Min. additional investment:
₹ 100
Expense ratio:
1.43 %
Exit load:
1% on or before 1Y, Nil after 1Y

Scheme 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.


Performance (As on 12 Jul 2024)

6 month returns 1 year returns3 year returns5 year returns Returns since inception
Scheme21.94 % 52.38 % 29.80 %28.30 % 18.63 %
Nifty Midcap 15021.27 % 56.46 % 27.08 %28.12 % N/A

Portfolio

Top 10 stock holdings
Allocation (%)
Indian Hotels Company Ltd.
4.12%
Apollo Tyres Ltd.
3.22%
Max Financial Services Ltd.
3.2%
The Federal Bank Ltd.
3.11%
Balkrishna Industries Ltd.
3.1%
Max Healthcare Institute Limited
3.03%
Tata Communications Limited
2.65%
Indian Bank
2.63%
Ipca Laboratories Ltd.
2.58%
Dixon Technologies (India) Ltd.
2.41%

About this category

Mid-cap funds invest in stocks from the 101st to the 250th in terms of market capitalisation. As they invest in stocks of smaller companies, they tend to be volatile but can deliver very strong returns during market uptrends. The Nifty Midcap 100, Nifty Midcap 150 or the BSE Midcap can be used as benchmarks to measure performance.

Suitability

Midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years. Higher risk investors with longer timeframes can allocate more to these funds.

Taxation

Short-term: Holding period is less than 12 months.

Taxation: Capital gains are taxed at 15%


Long-term: Holding period is 12 months or more.

Taxation: Capital gains up to Rs 100,000 each financial year is tax-exempt. Remaining capital gains is taxed at 10%. For investments made on or before January 31st, 2018: Capital gain up to this date is tax-free.

How are mutual funds taxed?

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