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

57.8
18.24%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.20%
10 yrs 6 months25 Jun 2007
₹ 19190.59 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

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

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.

Scheme Documents

TenureReturns (CAGR)
YTD
35.93
1 Month
1.42
3 Month
7.46
1 YR
31.90
2 YR
25.61
3 YR
18.08
TenureReturns (CAGR)
1 YR
28.59
2 YR
28.14
3 YR
22.6
5 YR
27.05
10 YR
23.83

Portfolio

Company Name% Assets
Voltas Ltd.3.43
Balkrishna Industries Ltd.2.78
Sundram Fasteners Ltd.2.63
Hexaware Technologies Ltd.2.44
Aurobindo Pharma Ltd.2.38
Indusind Bank Ltd.2.2
Cholamandalam Investment & Finance Co. Ltd.2.16
Tube Investments Of India Ltd.2.12
Edelweiss Financial Services Ltd.2.08
Carborundum Universal Ltd.2.02

Top Sectoral Holdings

Sector Name% Assets
Financial27.81
Engineering11.54
FMCG8.13
Automobile7.65
Chemicals7.63
Technology6.61
Healthcare6.51
Cons Durable6.14
Services5
Metals3.97

Indicators

Portfolio turnover ratio34.86
Standard Deviation14.34%
Beta0.93%
Sharpe Ratio0.92

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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