HDFC Mid-Cap Opportunities Fund – Analyse AUM, NAV, Returns and more

HDFC Mid-Cap Opportunities Fund is an Open-ended, mid-cap category fund launched in 2007 by HDFC Mutual Fund. The fund manager name is Chirag Setalvad. The risk in this fund is below average but the returns are high. In this article, we will do a detailed analysis of the HDFC Mid-Cap Opportunities Fund, we will dig deep into its AUM, NAV Returns & more.

HDFC Mid-Cap Opportunities Fund


HDFC Mid-Cap Opportunities Fund Ranking

Crisil MF Rank 3

Background of HDFC Mid-Cap Opportunities Fund

Name of Fund HDFC Mid-Cap Opportunities Fund
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: Mid Cap
Fund Manager Chirag Setalvad
Launch Date 1-Jun-2007

Invest in HDFC Mid-Cap Opportunities Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


HDFC Mid-Cap Opportunities Fund Performance

Risk Grade Below Average
Return Grade Above Average
NAV (as on current Date) Rs. 52.55 as on Dec 14, 2018
Net Asset (as on current date) Rs. 20320.9 crore as on Nov 30, 2018

HDFC Mid-Cap Opportunities Fund Portfolio Characteristics

Total Stock/Securities 68
Total Bonds
Avg Market Cap (in cr) 12310
Portfolio P/B Ratio 2.84
Portfolio P/E Ratio 23.22
3Y Earning Growth (%) 15.83
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

Know about other Mutual Funds

Franklin India Prima Fund Franklin India Bluechip Fund Icici Prudential Nifty Next 50 Index Fund
Franklin India Smaller Companies Fund Franklin India Debt Hybrid Fund Icici Prudential Regular Savings Fund
Franklin India Equity Fund Icici Prudential Sensex Etf Sbi Small Cap Fund

HDFC Mid-Cap Opportunities Fund Composition

Equity 94.12%
Debt 5.14%
Cash 0.74%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

HDFC Mid-Cap Opportunities Fund Risk Analysis

Standard Deviation 17.58
Sharpe Ratio 0.34
Beta 0.91
R Square 0.96
Alpha -0.73

HDFC Mid-Cap Opportunities Fund NAV – Yearly

2018 52.55
2017 60.24
2016 42.52
2015 38.19
2014 36.09
52 Week High (NAV) 61.46
52 Week Low (NAV) 60.24

Get detailed analysis of other Mutual Funds

Absl Equity Advantage Fund Regular Plan Indiabulls Bluechip Fund Direct Plan Parag Parikh Long Term Equity Fund
Absl Nifty Etf Fund Invesco India Contra Fund Principal Emerging Bluechip Fund
Aditya Birla Sun Life Equity Fund Invesco India Financial Services Fund Quant Tax Plan

HDFC Mid-Cap Opportunities Fund Returns – Yearly

2018 -12.760%
2017 41.660%
2016 11.350%
2015 5.810%
2014 76.630%

HDFC Mid-Cap Opportunities Fund AUM

2018 21004
2017 19432
2016 13016
2015 10639
2014 8221

HDFC Mid-Cap Opportunities Fund Expense Ratio

2018
2017 2.360%
2016 2.310%
2015 2.320%
2014 2.320%

HDFC Mid-Cap Opportunities Fund Quarterly Returns

2018 Q1 -7.940%
2018 Q2 -1.140%
2018 Q3 -5.330%
2018 Q4
2017 Q1 17.100%
2017 Q2 3.900%
2017 Q3 2.680%
2017 Q4 13.390%
2016 Q1 -5.080%
2016 Q2 10.960%
2016 Q3 12.880%
2016 Q4 -6.350%
2015 Q1 1.810%
2015 Q2 0.790%
2015 Q3 0.990%
2015 Q4 2.100%
2014 Q1 10.090%
2014 Q2 29.930%
2014 Q3 9.070%
2014 Q4 13.220%

Find details on other Mutual Funds

Aditya Birla Sun Life Focused Equity Fund Invesco India Growth Opportunities Fund Reliance Equity Hybrid Fund
Aditya Birla Sun Life Frontline Equity Fund Invesco India Large Cap Fund Reliance Etf Junior Bees
Aditya Birla Sun Life Income Fund Invesco India Mid Cap Fund Reliance Etf Nv 20

Fund Weightage by Sector

1 Financial (22.52%)
2 Engineering (11.63%)
3 Chemicals (9.76%)
4 Automobile (8.60%)
5 Healthcare (8.09%)
6 Cons Durable (7.80%)
7 Services (5.85%)
8 Technology (5.57%)
9 FMCG (5.15%)
10 Metals (4.29%)

Fund Weightage by Securities Holding

1 Cholamandalam Invest. & (3.89%)
2 Sundram Fasteners (3.72%)
3 Balkrishna Industries (3.70%)
4 Torrent Pharmaceuticals (3.02%)
5 Aarti Industries (2.96%)
6 Voltas (2.90%)
7 City Union Bank (2.76%)
8 Indian Hotels (2.71%)
9 RBL Bank (2.68%)
10 Tata Chemicals (2.58%)

HDFC Mid-Cap Opportunities Fund Investment Information

AMC HDFC Asset Management Company Ltd
Registrar Computer Age Management Services Ltd.
Minimum Investment 5000
Minimum SIP Investment 500
Exit Load 1% for redemption within 365 days

Conclusion

The scheme seeks to provide long-term capital appreciation/ income by investing predominantly in Mid-Cap companies.


Invest in HDFC Mid-Cap Opportunities Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


More on Mutual Funds

Top 10 Aggressive Hybrid Funds In India Top 10 Large Cap Equity Funds In India
Top 10 Arbitrage Funds In India Top 10 Liquid Funds In India
Top 10 Conservative Funds In India Top 10 Medium Duration Funds In India
Top 10 Dividend Stocks In India Top 10 Medium To Long Duration Funds In India
Top 10 Dynamic Asset Allocation Funds Top 10 Multi Cap Equity Funds In India
Top 10 Dynamic Bond Funds In India Top 10 Mutual Funds In India
Top 10 Elss Funds In India Top 10 Sectoral Funds In India
Top 10 Gilt Funds In India Top 10 Short Duration Funds In India

Most Read Articles:

Make Profit from Intraday Trading
Intraday Trading Strategies
Intraday Tips
What is Intraday Trading?
How to Start Trading Online?
Online Trading
Trading Account
Full Service Broker vs Discount Broker

Leave a Reply

Your email address will not be published. Required fields are marked *

Start your Mutual Fund Investment Now! Open an Account