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HDFC Mid-Cap Opportunities Fund(IDCW)

IDCW

EquityMid Cap Fund

Large-size FundAssets Under Mgmt: ₹ 76,060 Cr

Very High RiskPrinciple investment will be at very high risk

83.571.98% (-1.69)

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EquityMid Cap Fund

Large-size FundAssets Under Mgmt: ₹ 76,060 Cr

Very High RiskPrinciple investment will be at very high risk

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	1.74

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% 1% on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 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

Comparing 3 mutual funds from
EquityMid Cap Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
HDFC Mid-Cap Opportunities Fund(IDCW)	23.76%	21.15%	14.28%
Kotak Emerging Equity Fund(IDCW-Payout)	38.46%	25.80%	17.70%
Nippon India Growth Fund(IDCW)	24.65%	22.44%	11.34%
Axis Midcap Fund(IDCW)	24.27%	9.54%	13.04%

Price Comparison

Compare HDFC Mid-Cap Opportunities Fund(IDCW) with any MF, ETF, stock or index

HDFC Mid-Cap Opportunities Fund(IDCW)

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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.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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