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SET SMS ALERT Good performance in the category
The scheme is ranked 2 in category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 5.5 | 155 |
| 3 mth | 2.6 | 111 |
| 6 mth | 5.4 | 134 |
| 1 year | 19.8 | 145 |
| 2 year | 9.3 | 36 |
| 3 year | 10.9 | 11 |
| 5 year | 12.8 | 5 |
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -8.3 | - | - | - | - |
| 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 |
| 2009 | -9.2 | 50.2 | 23.9 | 11.8 | 91.0 |
| 2008 | -28.0 | -11.1 | 2.6 | -23.4 | -51.7 |
* Returns over 1 year are Annualised
Fund returns v/s Category average ()
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 5.5 | 2.6 | 5.4 | 19.8 | 9.3 | 10.9 | 12.8 |
| Category avg | 6.7 | 4.8 | 7.1 | 39.7 | 0.2 | -0.1 | -6.9 |
| Difference of Fund returns and Category returns | -1.2 | -2.2 | -1.7 | -19.9 | 9.1 | 11.0 | 19.7 |
| Best of category | 6.7 | 4.8 | 7.1 | 39.7 | 0.2 | -0.1 | -6.9 |
| Worst of category | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Benchmark returns # | 8.6 | 2.7 | 5.3 | 18.9 | 1.7 | 1.2 | 3.5 |
| Difference of Fund returns and Benchmark returns | -3.1 | -0.1 | 0.1 | 0.9 | 7.6 | 9.7 | 9.3 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | May 07, 2007 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 2,719.45 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Chirag Setalvad / Miten Lathia 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. |
| 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. |
| Regd. Office | Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020 |
|---|---|
| Tel. No. | 66316333 |
| Fax No. | 91 22 22028862 |
| jmathews@hdfcindia.com | |
| Website | http://www.hdfcfund.com/ |
| Crisil Rank | Assets (Rs.cr) |
||||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram Capex Oppor.- IP (G) | Not Ranked |
0.32 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Ultra STBF - SIP (G) | Not Ranked |
257.04 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Liquid Fund - SIP (G) | Not Ranked |
231.07 | 0.0 | 0.0 | -- | -- | -- |
| HSBC Income (IP)-Inst Plan (G) | Not Ranked |
2.70 | 0.0 | 0.0 | -- | -0.1 | -6.9 |
| Peerless Ultra Short Term -IP (G) | Not Ranked |
20.98 | 0.0 | 0.0 | -- | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Ipca Labs | Pharmaceuticals | 121.83 | 4.43 |
| Supreme Ind | Manufacturing | 117.06 | 4.25 |
| Axis Bank | Banking/Finance | 70.16 | 2.55 |
| Yes Bank | Banking/Finance | 65.21 | 2.37 |
| MindTree | Technology | 64.14 | 2.33 |
| Divis Labs | Pharmaceuticals | 63.74 | 2.32 |
| Union Bank | Banking/Finance | 63.65 | 2.31 |
| NIIT Tech | Technology | 62.42 | 2.27 |
| Solar Ind | Chemicals | 61.05 | 2.22 |
| Lupin | Pharmaceuticals | 60.77 | 2.21 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 16.90 | 17.72 | 13.74 |
| Pharmaceuticals | 15.35 | 15.35 | 12.84 |
| Technology | 9.73 | 10.69 | 7.20 |
| Engineering | 9.39 | 10.81 | 8.81 |
| Manufacturing | 9.17 | 9.54 | 4.18 |
| Chemicals | 7.54 | 7.90 | 3.75 |
| Equity | 96.22 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 3.78 |
| Holdings | (%) |
|---|---|
| Top 5 | 15.93 |
| Top 10 | 27.26 |
| Sector | (%) |
|---|---|
| Top 3 | 41.98 |
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