HDFC Mid-Cap Opportunities Fund (Equity, Mid Cap)

Moderately High
10 yrs 8 monthsStarted on:25 Jun 2007
₹ 20278.15 Cras on: 16 Feb 2018
Long Term Horizon
2.26%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The aim of the fund is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of mid- and small-cap companies.

Exit Load

Exit Load: Redemption/Switch-out within 1 Year of allotment - 1%.

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.47
1 YR21.58
2 YR31.10
3 YR15.62

SIP Returns

TenureReturns (CAGR)
1 YR12.52
2 YR21.51
3 YR19.5
5 YR24.69
10 YR23.16

Portfolio

Company Name% Assets
Voltas Ltd.3.18
Balkrishna Industries Ltd.2.92
Sundram Fasteners Ltd.2.78
Hexaware Technologies Ltd.2.69
Tube Investments Of India Ltd.2.51
Cholamandalam Investment & Finance Co. Ltd.2.28
Yes Bank Ltd.2.23
Aurobindo Pharma Ltd.2.11
Edelweiss Financial Services Ltd.2.04
Indian Bank1.95

Top Sectoral Holdings

Sector Name% Assets
Financial24.28
Engineering12.07
Automobile8.42
Chemicals7.98
FMCG7.95
Technology7.18
Healthcare6.96
Cons Durable6.8
Services5.48
Metals4.09

Indicators

LabelValue
Portfolio turnover ratio43.98
Standard Deviation14.6%
Beta0.93%
Sharpe Ratio0.91

Chirag Setalvad

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Other Funds Managed by Chirag Setalvad

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