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HDFC Mid-Cap Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
35.426 0.45 (1.29%)

NAV as on 28 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 28 Nov, 2014)

Period Returns (%) Rank #
1 mth 8.5 28
3 mth 12.8 67
6 mth 33.7 59
1 year 83.5 40
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 9.8 30.0 9.1 - -
2013 -8.2 -1.0 -4.2 21.7 9.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 8.5 12.8 33.7 83.5 -- -- --
Category avg 7.2 12.5 31.2 64.1 14.0 12.9 7.0
Difference of Fund returns and Category returns 1.3 0.3 2.5 19.4 -- -- --
Best of category 13.8 18.0 51.9 117.3 47.1 42.3 26.5
Worst of category 2.2 3.8 12.9 43.7 22.0 21.1 11.0
Benchmark returns # 7.4 11.5 21.4 63.1 24.1 22.7 11.6
Difference of Fund returns and Benchmark returns 1.1 1.3 12.3 20.4 -- -- --
# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX Midcap
Asset Size (Rs cr) 433.50 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Chirag Setalvad
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22028862
Email jmathews@hdfcindia.com
Website http://www.hdfcfund.com/

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 12.8 33.7 83.5 -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 12.6 33.2 82.3 34.3 24.7
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 8.7 29.5 81.7 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 8.5 29.1 80.4 36.3 23.1
IDFC Premier Equity - Direct (G) Not Ranked
398.22 10.5 30.9 64.7 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Aurobindo Pharm Pharmaceuticals 261.77 3.30
Voltas Conglomerates 196.09 2.47
AIA Engineering Engineering 178.53 2.25
Torrent Pharma Pharmaceuticals 178.20 2.25
Bajaj Finance Banking/Finance 177.50 2.24
Ipca Labs Pharmaceuticals 177.32 2.24
SKF India Engineering 177.08 2.23
Bank of Baroda Banking/Finance 176.61 2.23
Balkrishna Ind Automotive 175.64 2.22
HPCL Oil & Gas 175.03 2.21

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.73 20.88 14.28
Engineering 12.87 14.57 12.71
Pharmaceuticals 12.53 17.40 12.22
Chemicals 7.40 7.95 5.47
Manufacturing 7.11 9.11 6.65
Automotive 6.55 6.55 4.95

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 96.36
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.64

View All

Concentration

Holdings (%)
Top 5 12.51
Top 10 23.64
Sector (%)
Top 3 45.13

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