HDFC Mid-Cap Opportunities Fund(G)

View the direct plan of this scheme

Rs 194.044   -0.084(-0.043 %) NAV as on 13 Dec 2024
Prime Rating: 4.5 
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Fund type:
Equity
AUM (in crores):
₹ 76,060.89
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:
1.39 %
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 13 Dec 2024)

6 month returns 1 year returns3 year returns5 year returns Returns since inception
Scheme9.62 % 33.33 % 27.95 %29.64 % 18.49 %
Nifty Midcap 1506.19 % 30.70 % 22.84 %28.32 % N/A

Portfolio

Top 10 stock holdings
Allocation (%)
Indian Hotels Company Ltd.
4.19%
Max Financial Services Ltd.
3.67%
The Federal Bank Ltd.
3.51%
Coforge Limited
3.43%
Ipca Laboratories Ltd.
3.2%
Balkrishna Industries Ltd.
2.87%
Apollo Tyres Ltd.
2.81%
Persistent Systems Limited
2.79%
Indian Bank
2.76%
Hindustan Petroleum Corp. Ltd.
2.64%

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
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