HDFC Mid-Cap Opportunities Fund is an open ended equity mid cap fund. The investment objective of HDFC Mid-Cap Opportunities Fund is to generate long term capital by investing mainly in the stocks of mid-sized companies.
HDFC Mid-Cap Opportunities Fund is managed by Mr. Chirag Setelvad and Mr. Amar Kalkundrikar. The risk of this fund is moderately high. HDFC Mid-Cap Opportunities Fund invests a minimum of 65% of its portfolio in mid cap stocks alongwith that investing in other equity instruments for a customized portfolio. In order to earn regular income, you can go for HDFC Mid-Cap Opportunities Fund dividend scheme. You can invest in this fund via sip mode if you want to build capital with HDFC Mid-Cap Opportunities Fund sip returns.
HDFC Mid-Cap Opportunities Fund Facts
- HDFC Mid-Cap Opportunities Fund Mutual Fund Scheme allocates 92.28% of its portfolio in equity stocks out of which 65.71% in mid-cap, 17.75% in small cap and 6.65% in large cap stocks. Also, this fund invests 4.38% in debt securities.
- When this fund invests in mid sized companies, it takes into account- financial strength, valuation which offers capital appreciation, sustainable business model and potential growth aspect of the company.
- You can either choose HDFC Mid-Cap Opportunities Fund dividend option or growth plan as per your need.
- Investors with an aim to yield high return by investing in mid cap companies for a good 5 to 5 years can easil;y invest in HDFC Mid-Cap Opportunities Fund.
- HDFC Mid-Cap Opportunities Fund sip returns helps in earning a high profit.
Top 5 Sectors of HDFC Mid-Cap Opportunities Fund
| S.No. | Holding Name | Net Assets (in %) |
| 1 | Bank – Private | 8.36 |
| 2 | Chemicals | 8.26 |
| 3 | Pharmaceuticals and Drugs | 8.01 |
| 4 | Tyres and Allied | 6.23 |
| 5 | Finance – NBFC | 5.67 |
(as on date- 08/04/2019)
| S.No. | Holding Name | Net Assets (in %) |
| 1 | Cholamandalam Investment & Finance | 4.17 |
| 2 | Sundram Fasteners Ltd. | 3.69 |
| 3 | Balkrishna Industries Ltd. | 3.63 |
| 4 | Aarti Industries Ltd. | 3.25 |
| 5 | National Bank for Agri & Rural Dev.** | 3.2 |
| 6 | RBL Bank Ltd. | 2.96 |
| 7 | Torrent Pharmaceuticals Ltd. | 2.96 |
| 8 | Voltas Ltd. | 2.94 |
| 9 | City Union Bank Ltd. | 2.9 |
| 10 | Indian Hotels Company Ltd. | 2.61 |
(as on date- 08/04/2019)
Details of HDFC Mid-Cap Opportunities Fund
Date of Inception- 25th June, 2007
Fund Manager- Mr. Chirag Setalvad, Mr. Amar Kalkundrikar
Benchmark- Nifty Midcap 100 (Total Returns Index)
Riskometer- Moderately High
Return Since Since Launch- 15.67%
AUM- Rs. 22790.79 crore (as on 31stMar, 2019)
Following table depicts the performance of HDFC Mid-Cap Opportunities Fund-
| 1-Year | 3-Year | 5-Year | 10-Year | |
| Fund | -4.10 | 15.51 | 19.50 | 24.38 |
| S&P BSE Mid Cap TRI | -6.27 | 14.44 | 17.86 | 18.21 |
| Category | -5.72 | 13.12 | 18.42 | 21.60 |
| Rank within Category | 8 | 4 | 6 | 1 |
| Number of funds in category | 23 | 20 | 20 | 16 |
| As on Apr 08, 2019 |
