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HDFC Mid-Cap Opportunities Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.74 | 45.31 | 1.79 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.28 | 58.07 | 1.55 |
Scheme Info
| 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 |
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
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC Mid-Cap Opportunities Fund | 32.62% | 30.34% | 22.25% |
| Kotak Emerging Equity Fund | 38.46% | 25.80% | 22.20% |
| Nippon India Growth Fund | 32.46% | 28.67% | 19.84% |
| Axis Midcap Fund | 34.86% | 20.16% | 20.57% |
Price Comparison
Compare HDFC Mid-Cap Opportunities Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Indian Hotels Company Ltd3M change : 0.43 %
Holdings
4.19 %
0.43 % - Max Financial Services Ltd3M change : 0.22 %
Holdings
3.67 %
0.22 % - Federal Bank Ltd3M change : 0.28 %
Holdings
3.51 %
0.28 %
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
83
Total AUM
₹ 7,71,393.51 Cr.
Fund Manager Profile
Chirag Setalvad
AUM: ₹1,34,087.57 Cr.
|
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)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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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%