Overview of HDFC Mid-Cap Opportunities Fund

Mutual Fund

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

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