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  • HDFC Mid Cap Opportunities Fund (Growth)
HDFC Mutual Funds

HDFC Mid Cap Opportunities Fund (Growth)

EquityMid Cap

105.093

NAV (Dec 02)

12.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

105.093

NAV (Dec 2)

Fund Returns

Last 1Y

16.5%

Last 3Y

25%

Last 5Y

12.9%

Last 10Y

19.2%

Since Inception

16.4%

6 Month CAGR

18.9%

Scheme Information

Investment Objective

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

1.81

Launched (15y ago)

Jun 25, 2007

AUM in Crores

35120.400

ISIN

INF179K01CR2

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.4

Standard Deviation (5yr)

22.1

Beta (3yr)

0.93

Beta (5yr)

0.94

Sharpe Ratio (3yr)

0.87

Sharpe Ratio (5yr)

0.425

YTM

0

Fund Managers

Priya Ranjan

Fund Manager

Chirag Setalvad

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

indian hotels co ltd

5.4%
5.4%

max healthcare institute ltd ordinary shares

4.4%
4.4%

bharat electronics ltd

4.2%
4.2%

hindustan aeronautics ltd ordinary shares

3.9%
3.9%

cholamandalam investment and finance co ltd

3.7%
3.7%
See all holdings

Allocation by Sector

consumer cyclical

23.8%
23.8%

financial services

20.7%
20.7%

industrials

18.4%
18.4%

basic materials

10.8%
10.8%

healthcare

8.7%
8.7%
See all sectors

Compare HDFC Mid Cap Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 482,534 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.7%

    4.6%

    5.9%

    7.8%

    3.6%

    5.8%

    6.3%

    5.8%

    5.3%

    5.3%

    HDFC Mid Cap Opportunities Fund (G) Review

    HDFC Mid Cap Opportunities Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.4% over a period of 15 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Chirag Setalvad, Priya Ranjan.

    Nav of HDFC Mid Cap Opportunities Fund (G) as of 12/2/2022 is ₹105.09 with the total AUM as of 12/3/2022 is ₹35120.4. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Mid Cap Opportunities Fund (G) was launched on Jun 25, 2007. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HDFC Mid Cap Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    HDFC Mid Cap Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.

    HDFC Mid Cap Opportunities Fund (G) is rated as a 3 fund in Equity and delivered 16.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Mid Cap Opportunities Fund (G).

    Frequently Asked Questions

    What is HDFC Mid Cap Opportunities Fund (G)?

    HDFC Mid Cap Opportunities Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Mid Cap Opportunities Fund (G)?

    You can invest in HDFC Mid Cap Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HDFC Mid Cap Opportunities Fund (G)?

    The minimum sip amount for HDFC Mid Cap Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Mid Cap Opportunities Fund (G) good to invest in?

    As per Scripbox experts, HDFC Mid Cap Opportunities Fund (G) is a Neutral fund. You can investHDFC Mid Cap Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HDFC Mid Cap Opportunities Fund (G)?

    The expense ratio of the HDFC Mid Cap Opportunities Fund (G) is 1.81% for regular plan.