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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.74 | 45.08 | 1.78 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 59.00 | 1.68 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
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
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Mid-Cap Opportunities Fund | 36.46% | 29.56% | 22.30% |
Kotak Emerging Equity Fund | 41.16% | 25.24% | 22.26% |
Nippon India Growth Fund | 38.67% | 27.89% | 19.95% |
Axis Midcap Fund | 36.35% | 18.45% | 20.58% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
4.14 %
Holdings
3.84 %
Holdings
3.42 %
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.
Chirag Setalvad
AUM: ₹1,35,983.30 Cr.
|
Exp: 16yrs
B.sc in Business Administration
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)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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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%