HDFC Mid-Cap Opportunities Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 51.93 | 29.56 | 27.01 | 19.02 |
Average Rolling Returns(%) | 24.38 | 20.98 | 18.37 | 18.93 |
The Current NAV of HDFC Mid-Cap Opportunities Fund - Growth is ₹188.03.
You can consider SIP in HDFC Mid-Cap Opportunities Fund - Growth 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 150 returns, as Funds portfolio is significantly different.
HDFC Mid-Cap Opportunities Fund - Growth fund’s expense ratio is 1.41%
The process for redemption is
The AUM of HDFC Mid-Cap Opportunities Fund - Growth is currently ₹70,570 Crores.
The Top three stocks are Indian Hotel, Apollo Tyres and Max Financial and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 30% of fund’s portfolio respectively.
Top three sectors of HDFC Mid-Cap Opportunities Fund - Growth fund are BFSI, Auto and Healthcare accounting for 50% 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 Fund is Equity - Mid Cap Fund.
Chirag Setalvad manages the HDFC Mid-Cap Opportunities Fund - Growth Fund.
HDFC Mid-Cap Opportunities Fund - Growth current PE ratio is 47.51 and PB ratio is 8.59
The asset allocation of HDFC Mid-Cap Opportunities Fund - Growth is Stocks : 93.78%, Debt : 6.25% and Gold : 0%
The minimum SIP amount for HDFC Mid-Cap Opportunities Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Mid-Cap Opportunities Fund - Growth is 1% on or before 1 year, Nil after 1 year