April 26, 2024
mayank
HDFC Mid-Cap Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 175.8750
NAV IDCW: Rs 71.1090
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Fund Manager:
1) Chirag Setalvad
Education: Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Experience: Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 365 days |
Basic Details of HDFC Mid-Cap Opportunities Fund
| Fund House | HDFC Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 21.84% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 60,418 Cr |
| (As on 31-Mar-2024) | |
| Expense | 0.75% |
| (As on 31-Mar-2024) | |
| Risk Grade | Below Average |
| Return Grade | Above Average |
| Turnover | 18.46% |
Trailing Returns (%) of HDFC Mid-Cap Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| HDFC Mid-Cap Opportunities Dir | 8.91 | 0.20 | 4.86 | 6.82 | 26.96 | 58.45 | 31.11 | 24.83 | 18.59 | 22.11 |
| S&P BSE 150 MidCap TRI | 10.45 | 0.57 | 6.46 | 7.93 | 29.98 | 59.69 | 28.16 | 25.31 | 18.53 | 21.93 |
| Equity: Mid Cap | 10.11 | 0.45 | 6.73 | 8.75 | 28.51 | 56.83 | 27.20 | 23.97 | 17.22 | 21.16 |
| Rank within category | 25 | 32 | 36 | 33 | 23 | 19 | 5 | 8 | 6 | 5 |
| Number of funds in category | 39 | 39 | 39 | 39 | 39 | 39 | 28 | 22 | 20 | 19 |
Peer Comparison
Portfolio Analysis of HDFC Mid-Cap Opportunities Fund
| No. of Stocks | 68 |
| Top 10 Stocks | 31.18% |
| Top 5 Stocks | 17.44% |
| Top 3 Sectors | 46.26% |
| Portfolio P/B Ratio | 3.24 |
| Portfolio P/E Ratio | 20.63 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 42,644 | 49,266 |
| Giant (%) | 1.91 | 5.38 |
| Large (%) | 32.04 | 27.85 |
| Mid (%) | 59.41 | 65.98 |
| Small (%) | 6.64 | 5.33 |
| Tiny (%) | — | 0.31 |
How to Invest in HDFC Mid-Cap Opportunities Fund?
Chanakya’s Mutual Fund Guidance For HDFC Mid-Cap Opportunities Fund
Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Apply Online: https://investor-web.hdfcfund.com/
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
Quicklinks
https://sahifund.com/aditya-birla-sun-life-special-opportunities-fund/