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HDFC Mid-Cap Opportunities Fund - Growth Plan
HDFC Mid-Cap Opportunities Fund - Growth Plan
Category: Equity: Mid Cap
Launch Date: 25-06-2007
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Chirag Setalvad, Dhruv Muchhal
Investment Objective
The aim of the fund is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of mid- and small-cap companies.
Benchmark
NIFTY Midcap 150 TRI
Expense Ratio
1.39% As on (30-11-2024)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
75,037.43 Cr As on (31-10-2024)
Nav Movement
RETURNS CALCULATOR for HDFC Mid-Cap Opportunities Fund - Growth Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of HDFC Mid-Cap Opportunities Fund - Growth Plan
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Growth Plan | 12.9 | 1.34 | 5.19 | 0.86 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
Banks | 10.88 |
Pharmaceuticals & Biotechnology | 8.75 |
IT - Software | 8.55 |
Auto Components | 8.37 |
N/A | 7.9 |
Industrial Products | 6.82 |
Finance | 5.59 |
Insurance | 5.12 |
Consumer Durables | 4.63 |
Leisure Services | 4.11 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
TREPS - Tri-party Repo | 8.04 |
Max Financial Services Ltd. | 4.14 |
Indian Hotels Company Ltd. | 3.84 |
The Federal Bank Ltd. | 3.42 |
Ipca Laboratories Ltd. | 3.35 |
Coforge Limited | 3.15 |
Balkrishna Industries Ltd. | 2.97 |
Indian Bank | 2.87 |
Apollo Tyres Ltd. | 2.82 |
Hindustan Petroleum Corp. Ltd. | 2.65 |