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 Ranking
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 |
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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 |
|
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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 |
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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% |
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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.
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