HDFC Mid-Cap Opportunities Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 28.6% | 33.7% | 17.2% | 20.4% | ||||
| Category Average | 20.6% | 32.2% | 16.6% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil |
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Fund Objective
HDFC is a private-sector bank in India. It was established in 1994 to advance financial inclusion and work toward a society of inclusive financial services. Today, it is a leading bank in India with a presence in 17 countries across Asia, Africa, and the Middle East.
HDFC Mid-Cap Opportunities Fund is a mid-cap oriented equity fund by HDFC Mutual Fund. The fund aims to achieve capital appreciation through investments in stocks of small, medium, and large-sized companies. The fund is being managed by Chirag Setalvad and was started in the year 2008.
Pros & Cons
| Pros | Cons |
|---|---|
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The fund has an excellent 3-year trailing returns record, with returns of over 24.7%. |
With any equity investment, there is always the risk of loss, and Mid Cap stocks tend to be more volatile than large-cap stocks. |
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The fund’s diversified portfolio of mid-cap stocks reduces the risk. |
The fund has a high expense ratio. |
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The name HDFC gives a lot of trust and reliability to investors. |
Just because the fund is relatively new, there needs to be more data available to assess its long-term prospects. |
How to Invest in HDFC Mid Cap Opportunities Fund?
It’s always necessary to submit the required documents, such as a PAN card, address proof, and a cancelled cheque or bank statement. Before making any investments, you should also read the scheme information and statement of additional information document carefully and consult your financial advisor if you have any doubts.
What is the Expense Ratio of the HDFC Mid Cap Opportunities Fund?
The expense ratio includes the management fee and the fund’s operating expenses. The operating expenses include costs such as custodian fees, audit fees, and marketing expenses. All these costs are taken from the investors.
Who Should Invest in HDFC Mid Cap Opportunities Fund?
HDFC Mid Cap Opportunities Fund is an excellent option for those seeking a mid-cap fund with a proven track record. Since 2008, the fund has been managed and outperformed by HDFC Asset Management Company.
The fund has 95.54% investment in domestic equities, of which 2.82% is in Large Cap stocks, 58.65% is in Mid Cap stocks, and 19.68% in Small Cap stocks. This makes it suitable for investors looking to invest money for at least 3-4 years and even more and looking for high returns.
These schemes should only be considered if you can tolerate high risk. A longer investment horizon, between seven and ten years, would be a better option. Investors can better navigate volatility if they have a longer investment horizon.
What are the Benefits of Investing in the HDFC Mid Cap Opportunities Fund?
HDFC Mid Cap Opportunities Fund, a mutual fund that invests in mid-cap companies, aims to create long-term capital growth. Some benefits of investing in this fund include the following:
- Diversification: The fund can reduce the portfolio’s overall risk by investing in various mid-cap companies.
- Potential for higher returns: Mid-cap companies have the potential to grow faster than large-cap companies, which can lead to higher returns for investors.
- Professional management: The fund is managed by experienced professionals who use their expertise and market knowledge to select the best investment opportunities.
- Liquidity: The fund is easily redeemable, providing investors with high liquidity.
- Convenience: Investing in a mutual fund is a convenient way to gain exposure to a diversified portfolio of mid-cap companies.
Fund Managers
Chirag Setalvad - Fund Management and Equity Research - Fund Manager
Mr Setalvad is one of the top Equity fund managers of HDFC mutual fund, managing the AUM of ₹63,256 Cr under 9 different schemes. He has over 22 years of experience collectively, of which 18 years of experience is in Fund Management and Equity Research and 3 years in investment banking.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 11,808
-
15.7%Fund Size - 11,808
-
33.9%Fund Size - 11,808
-
18.5%Fund Size - 11,808
-
- Equity .
- Mid Cap .
-
- 31,388
-
16.8%Fund Size - 31,388
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32.1%Fund Size - 31,388
-
18.8%Fund Size - 31,388
-
- Equity .
- Mid Cap .
-
- 17,349
-
21.7%Fund Size - 17,349
-
31.9%Fund Size - 17,349
-
19.1%Fund Size - 17,349
-
- Equity .
- Mid Cap .
-
- 2,315
-
21.9%Fund Size - 2,315
-
30.2%Fund Size - 2,315
-
18.4%Fund Size - 2,315
-
- Equity .
- Mid Cap .
-
- 8,606
-
15.6%Fund Size - 8,606
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28.6%Fund Size - 8,606
-
16.4%Fund Size - 8,606
AMC Contact Details
More Funds from HDFC Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 358
-
11.2%Fund Size - 358
-
14.5%Fund Size - 358
-
14%Fund Size - 358
-
- Debt .
- Fixed Maturity Plans .
-
- 170
-
11.2%Fund Size - 170
-
14.5%Fund Size - 170
-
14%Fund Size - 170
-
- Debt .
- Fixed Maturity Plans .
-
- 640
-
11.2%Fund Size - 640
-
14.5%Fund Size - 640
-
14%Fund Size - 640
-
- Debt .
- Fixed Maturity Plans .
-
- 74
-
11.2%Fund Size - 74
-
14.5%Fund Size - 74
-
14%Fund Size - 74
-
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
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23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
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19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in HDFC Mid-Cap Opportunities Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Mid-Cap Opportunities Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Mid-Cap Opportunities Fund – Direct Growth ?
How to redeem HDFC Mid-Cap Opportunities Fund – Direct Growth holding ?
What is the minimum sip amount of HDFC Mid-Cap Opportunities Fund – Direct Growth?
What are the top sectors HDFC Mid-Cap Opportunities Fund – Direct Growth has invested in?
- Finance - 11.82%
- Auto Components - 10.14%
- Industrial Products - 8.82%
- Banks - 8.23%
- Debt - 7.27%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Mid-Cap Opportunities Fund – Direct Growth?
How much returns have HDFC Mid-Cap Opportunities Fund – Direct Growth generated ?
What is the expense ratio of HDFC Mid-Cap Opportunities Fund – Direct Growth ?
What is the AUM of HDFC Mid-Cap Opportunities Fund – Direct Growth?
What are the top stock holdings of HDFC Mid-Cap Opportunities Fund – Direct Growth?
- Indian Hotels Co - 4.16%
- Tata Comm - 3.81%
- Max Healthcare - 3.37%
- Apollo Tyres - 3.3%
- Cholaman.Inv.&Fn - 3.08%
How can I redeem my investments in HDFC Mid-Cap Opportunities Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Mid-Cap Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.