Contents
- About
- Advantages of HDFC midcap funds
- Returns of HDFC midcap funds
- Further details of HDFC midcap funds
- The top holdings of HDFC multicap fund
- HDFC Midcap opportunities fund: Comparative analysis
- The other information & statistics of HDFC midcap funds
- Launch date
- Level of Risk
- Redemption
- Fund manager
- Entry/exit load
About
The HDFC midcap fund opportunities fund targets to offer long-term capital income by financing chiefly in Mid-cap companies. It is a unique type of mutual fund that invests primarily in small & mid-cap companies.
Learn what are the HDFC Mutual funds.
The investments are flexible in nature, as the investments are at first in the funds that promise higher returns in the long-term and are in the large-cap companies in the years hence.
Must read on HDFCMF.
Advantages of HDFC midcap funds
This type of mutual fund offers 3 benefits overall
- For a decade, the performance of the funds has brought it amongst the top performers in the market.
- 25% of the total portfolio of this growth fund comprises of leading large-cap businesses.
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- And all the businesses in the portfolio share a good cash flow which means that there would be high returns over the long-term (theoretically).
Returns of HDFC midcap funds
| Period | Returns (per year) |
|---|---|
| 10 years | 22.06 |
| 5 years | 16.12 |
| 3 years | 11.30 |
| 1 year | -10.06 |
| 6 months | 1.25 |
Further details of HDFC midcap funds
| ISIN | INF179K01CR2 |
|---|---|
| Risk | Moderately high-risk |
| Type of fund | Mid-cap |
| NAV | 52.22 |
| Exit load | 1% for 365 days |
The top holdings of HDFC multicap fund
| Fund name | Weight | Sector | Value |
|---|---|---|---|
| Cholamandalam Investment and Finance Co Ltd | 4.39% | Financial | Rs. 1002.28 Cr |
| Aarti industries ltd. | 3.84% | Chemical | Rs. 876.74 Cr |
| Sundaram Fasteners Ltd. | 3.54% | Engineering | Rs. 807.98 Cr |
| City Union Bank Ltd. | 3.03% | Financial | Rs. 691.99 Cr |
| RBL Bank Ltd. | 2.99% | Financial | Rs. 682.17 Cr |
| Balkrishna Industries Ltd. | 2.85% | Automobile | Rs. 650.74 Cr |
| Voltas Ltd. | 2.71% | Cons Durable | Rs. 617.71 Cr |
| Indian Hotels Co Ltd. | 2.64% | Services | Rs. 602.56 Cr |
| Torrent Pharmaceuticals Ltd. | 2.33% | Healthcare | Rs. 532.05 Cr |
| Hexaware Technologies Ltd. | 2.19% | Technology | Rs. 499.95 Cr |
HDFC Midcap opportunities fund: Comparative analysis
| Basis | 1 month | 3-months | 6-months | 1 yr | 3 yrs | 5 yrs |
|---|---|---|---|---|---|---|
| Fund return | -1.59% | 3.16% | 3.21% | 8.35% | 12.02% | 13.89% |
| Nifty Midcap 100 total return benchmark return | – | – | – | – | – | – |
| Category average return | 4.56% | 3.02% | 8.16% | -3.12% | 10.48% | 13.14% |
| Difference between fund & Category average return | -1.41% | 0.19% | 0.18% | -0.55% | 1.54% | 0.75% |
| Rank in category | 23 | 12 | 13 | 12 | 8 | 8 |
| Growth of 10,000 | 10315.72 | 10320.78 | 10834.54 | 9632.99 | 14056.97 | 19159.93 |
| % growth | 3.16% | 3.21% | 8.35% | -3.67% | 40.57% | 91.60% |
The other information & statistics of HDFC midcap funds
Launch date
The HDFC midcap funds were available in the market since 25th June 2007.
Level of Risk
As mentioned before, the investments in HDFC midcap mutual funds are subject to a moderately high level of risk.
Redemption
This feature can be availed only after the end of the lock-in period of the funds. In this, the fund house will buyback/repurchase these instruments. Usually, it takes 10 business days for the redemption process to be completed.
Fund manager
Mr. Chirag Setalvad has been the fund manager of this fund since June 2007. He is an exceptional manager, that has delivered amazing returns for more than a decade. In addition to this, he uses a hands-on approach to researching & investing. He is very diligent in his approach who has a long-term investment horizon which goes hand-in-hand with bias quality bias.
Learn who are the top 5 funds managers in India.
Entry/exit load
A 1% exit load is charged for redemptions made within 365 days.
We at WealthBucket have many services that allow you not only to invest in HDFC mid-cap funds but also in many equity mutual funds, small-cap mutual funds or multi-cap mutual funds and many more. You can either call us on +91 9999379929 or email us at contact@wealthbucket.in There are many ways to connect for those who want to invest smartly using the best expert services in the current economy.
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