Hdfc midcap opportunities fund

HDFC Midcap Opportunities Fund Fund Manager : Mr Chirag Setalvad Category : Mid Cap Date of Inception : 25 June 2007 Benchmark : Nifty Midcap 100 TRI What is HDFC Mid Cap Fund? • HDFC mid cap fund is a mutual fund scheme that invests primarily into mid-cap stocks as classified by SEBI rules. • SEBI rules state that companies between 101 and 250 in terms of full market capitalization can be classified as Mid cap companies. • A mutual fund scheme to be classified as a mid cap scheme needs to invest a minimum of 65% into mid cap stocks whereas the rest can be decided by the fund manager. • HDFC midcap opportunities fund was earlier known as HDFC small and mid-cap fund. HDFC Midcap Opportunities Fund portfolio HDFC Midcap Opportunities Fund is one of the most aggressive mid cap mutual fund schemes which is why it also has a poor track record in protecting gains during a low market phase. This is because hdfc mid cap fund either takes a higher allocation to mid cap stocks, i.e. more than the mandatory scheme allocation of 65% or takes the surplus allocation into small cap stocks. The mid cap fund also mostly takes a higher allocation on its top stocks as can be seen by the table below: Number of Scrips 74 Top 10 scrips allocation 32.44% Other scrips allocation 67.56% • HDFC Midcap Opportunities Fund therefore is heavily dependent on its top stocks, this becomes an even more sensitive point when you consider its high AUM. • 64 scrips make up the rest of the 67.56% of HDFC Midcap...

HDFC Mid Cap Opportunities Fund is one of the consistently performing funds in the Midcap Category by HDFC Mutual Fund. The fund is currently managed by Mr. Chirag Setalvad since 2007 and was recently joined by Mr. Priya Ranjan. HDFC Mid Cap Opportunities Fund was launched on 25th June 2007 (14.96 Years) one of the longest Midcap funds in India, the Benchmark of this fund is NIFTY Midcap 150 TRI and is currently managing assets of ₹ 30,341 Cr (As of 31-May-2022). Current NAV (10th Jun 22) Scheme Riskometer ₹85.4210 VERY HIGH Page Contents • • • • • • • • • • • • • • • • • • Investment Strategy The scheme seeks to achieve long-term capital appreciation by investing predominantly in equity & equity-related instruments of Mid Cap companies. Investment Suitability This fund invests in mid-cap companies. Compared to those that invest in large-cap companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way. Performance View HDFC Mid Cap Opportunities Fund has delivered trailing returns of 16.05%, 10.35% & 18.48% in 3 Years, 5 Years & 10 Year periods respectively. Whereas S&P BSE 150 Midcap TRI delivered 20.03%, 12.36% & 17.87% in 3 Years, 5 Years & 10 Year periods respectively. As of 10th June 2022 Lumpsum Performance & Valuation If you Invested ₹10 Lakhs in June 2007 NFO of this fund at ₹10 NAV then with the current NAV of 85.4210 your value would have been ₹85.42 ...

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Category of Scheme : Mid Cap Fund Investment objective To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized. Fund Manager ¥ Chirag Setalvad (since June 25, 2007) Total Experience: Over 25 years Inception Date (Date of Allotment) June 25, 2007 Total Expense Ratio (as on August 31, 2022) Including Additional Expenses and Goods and Service Tax on Management Fees Regular: 1.61% Direct: 0.97% #Benchmark Index: NIFTY Midcap 150 (Total Returns Index) ##ADDL. Benchmark Index: NIFTY 50 (Total Returns Index) Exit Load • In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. • No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment. For further details, please Plans & Options Regular Plan, Direct Plan. Under Each Plan: Growth & Income Distribution cum Capital Withdrawal (IDCW) Option. The IDCW Option offers following Sub-Options: Payout of Income Distribution cum Capital Withdrawal (IDCW) Option; and Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) Option. Minimum Application Amount Purchase : 100 and any amount thereafter. Additional Purchase : 100 and any amount thereafter. (w.e.f. September 5, 2022) Face Value per Unit: 10 unless otherwise specified ¥ Dedicated Fund Manager for Overseas In...

Asset Returns Total Corpus Gains CAGR HDFC Mid Cap Opportunities Fund (Growth) 70% 10,78,590 3,45,978 15.5% EPF 70% 9,00,761 1,68,149 8.50% Property 70% 8,67,662 1,35,050 7.00% PPF 70% 8,69,819 1,37,207 7.10% Bank FD 70% 8,46,471 1,13,859 6.00% Gold 70% 8,46,471 1,13,859 6.00% Savings Bank 70% 8,25,950 93,338 5.00% Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns. HDFC Mid Cap Opportunities Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.6% over a period of 15 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Chirag Setalvad, Priya Ranjan. Nav of HDFC Mid Cap Opportunities Fund (G) as of 6/16/2023 is ₹117.07 with the total AUM as of 6/18/2023 is ₹39295.709. With Scripbox you can compare and check the The minimum SIP amount for HDFC Mid Cap Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using HDFC Mid Cap Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR. HDFC...

Last Updated on December 29, 2021 We compare the SIP performance of HDFC Mid-Cap Opportunities Fund with midcap indices like Nifty Midcap 50, NIftyty MIdcap 100, NIfty MIdcp 150 and Nifty Next 50 (all total return indices). Is this fund still any good? Is size a problem? HDFC Mid-Cap Opportunities Fund was started in June 2007 as a three-year closed-ended fund, “with automatic conversion into an open-ended scheme upon maturity”. In June 2010, when it was about to become open-ended the AUM was only Rs. 1235 Crores. By June 2014, the AUM swelled to Rs. 5912 Crores as the fund was heavily pushed on the back of a market rally. After just a year, in June 2015, the AUM became Rs. 10,211 crores. Prior to the 2020 crash, the AUM was Rs. 23, 787 Crores in Jan 2020. 🔥 Although the midcap segment began falling after Feb 2018, the AUM moved up by 20% up to Jan 2020 bolstered by inflows. In Dec 2019, in an article titled, Every time the index has given a negative return, the fund has given a lesser negative return The fund has an excellent downside capture ratio with reasonably strong upside performance. This means it tends to protect investors during turbulent periods such as the present. This is an update of the trailing lump sum returns (absolute for less than a year and annualised above) comparison. Duration HDFC Mid-Cap Opportunities Fund(G)-Direct Plan Nifty Midcap 100 – TRI 6 Months -10.3 -12.9 9 Months -7.8 -8.9 YTD -10.5 -13.4 1 Year -11.4 -15.5 2 Years -5.8 -9.0 3 Years -1.3 ...

HDFC Midcap Opportunities Fund Fund Manager : Mr Chirag Setalvad Category : Mid Cap Date of Inception : 25 June 2007 Benchmark : Nifty Midcap 100 TRI What is HDFC Mid Cap Fund? • HDFC mid cap fund is a mutual fund scheme that invests primarily into mid-cap stocks as classified by SEBI rules. • SEBI rules state that companies between 101 and 250 in terms of full market capitalization can be classified as Mid cap companies. • A mutual fund scheme to be classified as a mid cap scheme needs to invest a minimum of 65% into mid cap stocks whereas the rest can be decided by the fund manager. • HDFC midcap opportunities fund was earlier known as HDFC small and mid-cap fund. HDFC Midcap Opportunities Fund portfolio HDFC Midcap Opportunities Fund is one of the most aggressive mid cap mutual fund schemes which is why it also has a poor track record in protecting gains during a low market phase. This is because hdfc mid cap fund either takes a higher allocation to mid cap stocks, i.e. more than the mandatory scheme allocation of 65% or takes the surplus allocation into small cap stocks. The mid cap fund also mostly takes a higher allocation on its top stocks as can be seen by the table below: Number of Scrips 74 Top 10 scrips allocation 32.44% Other scrips allocation 67.56% • HDFC Midcap Opportunities Fund therefore is heavily dependent on its top stocks, this becomes an even more sensitive point when you consider its high AUM. • 64 scrips make up the rest of the 67.56% of HDFC Midcap...

• Name • Value (Cr) • Holding % • Consumer Financial Services • 3712.00 • 9.44% • Regional Banks • 3018.00 • 7.68% • Aerospace & Defense • 2855.00 • 7.26% • Misc. Fabricated Products • 2655.00 • 6.75% • Tires • 2467.00 • 6.28% • Software & Programming • 2297.00 • 5.85% • Hotels & Motels • 2026.00 • 5.16% • Chemical Manufacturing • 1859.00 • 4.73% • Healthcare Facilities • 1475.00 • 3.75% • Communications Services • 1205.00 • 3.06% • Fund Name • HDFC Mid-Cap Opportunities Fund Growth43.63% • Kotak Emerging Equity Scheme Growth29.03% • Nippon India Growth Fund - Growth32.9% • Axis Midcap Fund Growth26.5% • DSP Midcap Fund Growth22.41% • Fund Name • HDFC Mid-Cap Opportunities Fund Growth37.36% • Kotak Emerging Equity Scheme Growth34.49% • Nippon India Growth Fund - Growth36.01% • Axis Midcap Fund Growth26.44% • DSP Midcap Fund Growth21.69% • Fund Name • HDFC Mid-Cap Opportunities Fund Growth15.54% • Kotak Emerging Equity Scheme Growth16.09% • Nippon India Growth Fund - Growth16.98% • Axis Midcap Fund Growth16.3% • DSP Midcap Fund Growth11.2% • Fund Name • HDFC Mid-Cap Opportunities Fund Growth117.07 • Kotak Emerging Equity Scheme Growth83.22 • Nippon India Growth Fund - Growth2,422.19 • Axis Midcap Fund Growth74.19 • DSP Midcap Fund Growth93.45 To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized. The HDFC Mid-Cap Opportunities Fund Growth has an AUM...

HDFC Mid Cap Opportunities Fund is one of the consistently performing funds in the Midcap Category by HDFC Mutual Fund. The fund is currently managed by Mr. Chirag Setalvad since 2007 and was recently joined by Mr. Priya Ranjan. HDFC Mid Cap Opportunities Fund was launched on 25th June 2007 (14.96 Years) one of the longest Midcap funds in India, the Benchmark of this fund is NIFTY Midcap 150 TRI and is currently managing assets of ₹ 30,341 Cr (As of 31-May-2022). Current NAV (10th Jun 22) Scheme Riskometer ₹85.4210 VERY HIGH Page Contents • • • • • • • • • • • • • • • • • • Investment Strategy The scheme seeks to achieve long-term capital appreciation by investing predominantly in equity & equity-related instruments of Mid Cap companies. Investment Suitability This fund invests in mid-cap companies. Compared to those that invest in large-cap companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way. Performance View HDFC Mid Cap Opportunities Fund has delivered trailing returns of 16.05%, 10.35% & 18.48% in 3 Years, 5 Years & 10 Year periods respectively. Whereas S&P BSE 150 Midcap TRI delivered 20.03%, 12.36% & 17.87% in 3 Years, 5 Years & 10 Year periods respectively. As of 10th June 2022 Lumpsum Performance & Valuation If you Invested ₹10 Lakhs in June 2007 NFO of this fund at ₹10 NAV then with the current NAV of 85.4210 your value would have been ₹85.42 ...

Asset Returns Total Corpus Gains CAGR HDFC Mid Cap Opportunities Fund (Growth) 70% 10,78,590 3,45,978 15.5% EPF 70% 9,00,761 1,68,149 8.50% Property 70% 8,67,662 1,35,050 7.00% PPF 70% 8,69,819 1,37,207 7.10% Bank FD 70% 8,46,471 1,13,859 6.00% Gold 70% 8,46,471 1,13,859 6.00% Savings Bank 70% 8,25,950 93,338 5.00% Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns. HDFC Mid Cap Opportunities Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.6% over a period of 15 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Chirag Setalvad, Priya Ranjan. Nav of HDFC Mid Cap Opportunities Fund (G) as of 6/16/2023 is ₹117.07 with the total AUM as of 6/18/2023 is ₹39295.709. With Scripbox you can compare and check the The minimum SIP amount for HDFC Mid Cap Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using HDFC Mid Cap Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR. HDFC...