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

PLAN: Direct OPTIONS: Dividend
29.418 0.7 (2.42%)

NAV as on 18 Dec, 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 18 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.2 53
3 mth 7.0 37
6 mth 22.5 64
1 year 75.5 50
2 year 36.5 24
3 year - -
5 year - -

# Moneycontrol Rank within 120 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 -14.9 -1.0 -4.2 21.7 1.3

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 -0.2 7.0 22.5 75.5 36.5 -- --
Category avg -0.3 5.3 22.4 61.9 23.9 13.8 6.6
Difference of Fund returns and Category returns 0.1 1.7 0.1 13.6 12.6 -- --
Best of category 3.9 12.8 41.4 115.7 46.0 45.9 25.0
Worst of category -7.5 -8.6 0.4 38.7 17.5 22.2 10.3
Benchmark returns # -0.5 4.0 14.6 58.2 19.9 25.5 11.2
Difference of Fund returns and Benchmark returns 0.3 3.0 7.9 17.3 16.6 -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark CNX Midcap
Asset Size (Rs cr) 433.50 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.15 (Feb-27-2013) 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 Opportunities (G) Rank 3
6,209.50 6.8 22.0 74.3 37.4 23.6
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 7.0 22.5 75.5 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 2.2 18.8 75.9 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 2.0 18.3 74.5 38.0 21.7
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 5.7 23.9 60.6 31.9 21.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 95.92
Others 0.20
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.88

View All

Sector (%)
Top 3 N.A.

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