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

31.97
17.64%
NA
NA
Capital Appreciation
Long Term Horizon
Moderately High
2.23%
10 yrs 3 months25 Jun 2007
₹ 17841.14 Cr21 Aug 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
22.64
3 Month
1.93
1 YR
17.23
2 YR
15.30
3 YR
19.60
TenureReturns (CAGR)
1 YR
18.11
2 YR
22.67
3 YR
18.8
5 YR
25.62
10 YR
22.53

Portfolio

Company Name% Assets
Tube Investments Of India Ltd.3.39
Voltas Ltd.2.88
Yes Bank Ltd.2.59
Aurobindo Pharma Ltd.2.55
Indusind Bank Ltd.2.41
UPL Ltd.2.4
Balkrishna Industries Ltd.2.21
Adani Ports and Special Economic Zone Ltd.2.18
Sundram Fasteners Ltd.2.18
Hexaware Technologies Ltd.2.09

Top Sectoral Holdings

Sector Name% Assets
Financial24.05
Engineering11.27
FMCG8.66
Chemicals8.44
Automobile8.01
Services6.91
Healthcare6.77
Technology5.97
Cons Durable5.11
Metals3.42

Indicators

Portfolio turnover ratio23.8
Standard Deviation14.51%
Beta0.96%
Sharpe Ratio1.2

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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