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HDFC Mid-Cap Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
37.717 0.24 (0.64%)

NAV as on 28 Jan, 2015

CRISIL MF RANK

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

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close HDFC Mid-Cap Opportunities Fund, launched as a 3 year close ended equity scheme has been connverted into an open ended equity scheme with effect from June 25, 2010.
Benchmark Index:
 
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Returns (NAV as on 28 Jan, 2015)

Period Returns (%) Rank #
1 mth 6.3 84
3 mth 16.7 62
6 mth 30.3 54
1 year 90.8 62
2 year 42.6 35
3 year 36.9 23
5 year 25.4 4

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 9.7 29.8 8.9 13.0 -
2013 -8.3 -1.1 -4.4 21.6 8.7
2012 23.0 -2.1 9.6 4.3 40.0
2011 -8.0 6.5 -6.6 -10.5 -18.7
2010 5.2 8.0 14.0 -0.7 31.4

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 6.3 16.7 30.3 90.8 42.6 36.9 25.4
Category avg 6.6 15.8 27.7 75.1 28.4 24.8 13.0
Difference of Fund returns and Category returns -0.3 0.9 2.6 15.7 14.2 12.1 12.4
Best of category 11.1 29.4 46.3 143.2 58.1 46.3 27.7
Worst of category 1.9 1.2 6.6 53.0 24.8 19.4 11.2
Benchmark returns # 6.5 14.6 22.9 77.8 25.6 24.0 13.1
Difference of Fund returns and Benchmark returns -0.2 2.1 7.4 13.0 17.0 12.9 12.3
HDFC Mid-Cap Opportunities Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# 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 May 07, 2007
Benchmark CNX Midcap
Asset Size (Rs cr) 7,671.50 (Dec-31-2014)
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 HDFC Mid-Cap Opportunities Fund, launched as a 3 year close ended equity scheme has been connverted into an open ended equity scheme with effect from June 25, 2010.

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 “HUL House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate,Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22821144
Email cliser@hdfcfund.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 4
7,671.50 16.7 30.3 90.8 36.9 25.4
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 14.3 24.9 95.1 37.6 23.3
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 14.9 25.9 74.6 32.3 22.0
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 19.0 32.5 97.4 35.1 20.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Aurobindo Pharm Pharmaceuticals 227.08 2.96
Torrent Pharma Pharmaceuticals 191.02 2.49
Bajaj Finance Banking/Finance 184.12 2.40
Bayer CropScien Chemicals 182.58 2.38
Amara Raja Batt Automotive 178.75 2.33
Bank of Baroda Banking/Finance 176.44 2.30
Union Bank Banking/Finance 172.61 2.25
AIA Engineering Engineering 172.61 2.25
Whirlpool Cons Durable 168.77 2.20
Axis Bank Banking/Finance 164.17 2.14

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 21.58 21.58 14.28
Engineering 11.95 14.57 11.95
Pharmaceuticals 11.46 17.40 11.46
Chemicals 7.74 7.95 5.47
Manufacturing 7.47 7.96 6.65
Technology 6.57 14.31 6.40

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 94.76
Others 0.19
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.05

View All

Concentration

Holdings (%)
Top 5 12.56
Top 10 23.70
Sector (%)
Top 3 44.99

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