HDFC Mid-Cap Opportunities Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 209.61   1.762(0.848 %) NAV as on 09 Oct 2024
Prime Rating: 4.5 
Prime Recommendation: Upgrade to see

Fund type:
Equity
AUM (in crores):
₹ 77,682.9
Fund category:
Mid Cap Fund
Fund manager(s):
Chirag Setalvad
Benchmark:
Nifty Midcap 150 - TRI
Minimum investment:
₹ 100
Launch date:
31 Dec 2012
Min. additional investment:
₹ 100
Expense ratio:
0.72 %
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 09 Oct 2024)

6 month returns 1 year returns3 year returns5 year returns Returns since inception
Scheme18.58 % 48.38 % 27.66 %31.45 % 22.80 %
Nifty Midcap 15018.70 % 47.35 % 22.98 %30.36 % N/A

Portfolio

Top 10 stock holdings
Allocation (%)
Indian Hotels Company Ltd.
3.75%
Max Financial Services Ltd.
3.7%
Ipca Laboratories Ltd.
3.26%
The Federal Bank Ltd.
3.19%
Balkrishna Industries Ltd.
3.06%
Apollo Tyres Ltd.
2.95%
Hindustan Petroleum Corp. Ltd.
2.91%
Coforge Limited
2.8%
Tata Communications Limited
2.8%
Persistent Systems Limited
2.55%

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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