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HDFC Mid-Cap Opportunities Fund

Growth
EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 77,682 Cr
Very High RiskPrinciple investment will be at very high risk
205.510.62% (+1.27)

Price Chart

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Returns
0.00%
1M
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Max
SIP
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1M
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EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 77,682 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7445.081.78
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2959.001.68

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Mid-Cap Opportunities Fund36.46%29.56%22.30%
Kotak Emerging Equity Fund41.16%25.24%22.26%
Nippon India Growth Fund38.67%27.89%19.95%
Axis Midcap Fund36.35%18.45%20.58%

Price Comparison

Compare HDFC Mid-Cap Opportunities Fund with any MF, ETF, stock or index
Compare HDFC Mid-Cap Opportunities Fund with any MF, ETF, stock or index
HDFC Mid-Cap Opportunities Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity7.94%92.06%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

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Sector Distribution

+33 moreSpecialized FinanceMiscellaneousIT Services & ConsultingPharmaceuticalsAuto Parts57.03 %7.06 %8.15 %8.55 %8.74 %10.47 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2410.96%10.81%9.66%11.50%10.79%10.47%
Auto Parts as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Max Financial Services Ltd
    MFSL
    3M change : 0.65 %

    Holdings

    4.14 %

    0.65 %
  • Indian Hotels Company Ltd
    INDHOTEL
    3M change : 0.04 %

    Holdings

    3.84 %

    0.04 %
  • Federal Bank Ltd
    FEDERALBNK
    3M change : 0.09 %

    Holdings

    3.42 %

    0.09 %

AMC Profile

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

  • No.of Schemes

    82

  • Total AUM

    ₹ 7,64,023.25 Cr.

Fund Manager Profile

Chirag Setalvad

AUM:  ₹1,35,983.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Qualification

B.sc in Business Administration

Past Experience

Mr.Chirag Setalvad has 16 years of experience of which 13 years in Fund Management and Equity Research and 3 years in investment banking. From March 2007 till date he is with HDFC AMC. He has also worked with New Vernon Advisory Services Pvt. Ltd., HDFC AMC, ING Barings N.V.

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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