FAQ : HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan

HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 58.25 29.68 23.58 18.46
Average Rolling Returns(%) 24.46 20.19 16.75 20.13

The Current NAV of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is ₹177.43.

You can consider SIP in HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Midcap 100 returns, as Funds portfolio is significantly different.

HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan fund’s expense ratio is 0.77%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is currently ₹60,418 Crores.

The Top three stocks are Indian Hotel, Tata Communications and Apollo Tyres and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 31% of fund’s portfolio respectively.

Top three sectors of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan fund are BFSI, Auto and Healthcare accounting for 47% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.

Chirag Setalvad manages the HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan Fund.

HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan current PE ratio is 40.34 and PB ratio is 7.82

The asset allocation of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is Stocks : 92.49%, Debt : 7.47% and Gold : 0%

The minimum SIP amount for HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year

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