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 Rank3

Background of HDFC Mid-Cap Opportunities Fund

Name of FundHDFC Mid-Cap Opportunities Fund
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Mid Cap
Fund ManagerChirag Setalvad
Launch Date1-Jun-2007

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

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  1. Invest in Mutual FundOpen Demat Account


HDFC Mid-Cap Opportunities Fund Performance

Risk GradeBelow Average
Return GradeAbove 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/Securities68
Total Bonds
Avg Market Cap (in cr)12310
Portfolio P/B Ratio2.84
Portfolio P/E Ratio23.22
3Y Earning Growth (%)15.83
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

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HDFC Mid-Cap Opportunities Fund Composition

Equity94.12%
Debt5.14%
Cash0.74%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

HDFC Mid-Cap Opportunities Fund Risk Analysis

Standard Deviation17.58
Sharpe Ratio0.34
Beta0.91
R Square0.96
Alpha-0.73

HDFC Mid-Cap Opportunities Fund NAV – Yearly

201852.55
201760.24
201642.52
201538.19
201436.09
52 Week High (NAV)61.46
52 Week Low (NAV)60.24

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HDFC Mid-Cap Opportunities Fund Returns – Yearly

2018-12.760%
201741.660%
201611.350%
20155.810%
201476.630%

HDFC Mid-Cap Opportunities Fund AUM

201821004
201719432
201613016
201510639
20148221

HDFC Mid-Cap Opportunities Fund Expense Ratio

2018
20172.360%
20162.310%
20152.320%
20142.320%

HDFC Mid-Cap Opportunities Fund Quarterly Returns

2018 Q1-7.940%
2018 Q2-1.140%
2018 Q3-5.330%
2018 Q4
2017 Q117.100%
2017 Q23.900%
2017 Q32.680%
2017 Q413.390%
2016 Q1-5.080%
2016 Q210.960%
2016 Q312.880%
2016 Q4-6.350%
2015 Q11.810%
2015 Q20.790%
2015 Q30.990%
2015 Q42.100%
2014 Q110.090%
2014 Q229.930%
2014 Q39.070%
2014 Q413.220%

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Fund Weightage by Sector

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

Fund Weightage by Securities Holding

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

HDFC Mid-Cap Opportunities Fund Investment Information

AMCHDFC Asset Management Company Ltd
RegistrarComputer Age Management Services Ltd.
Minimum Investment5000
Minimum SIP Investment500
Exit Load1% 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


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