HDFC Mid-Cap Opportunities Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 55.19 | 28.7 | 24.88 | 17.51 |
Average Rolling Returns(%) | 23.08 | 20.65 | 18.13 | 18.96 |
The Current NAV of HDFC Mid-Cap Opportunities Fund - Growth is ₹155.53.
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 100 returns, as Funds portfolio is significantly different.
HDFC Mid-Cap Opportunities Fund - Growth fund’s expense ratio is 1.44%
The process for redemption is
The AUM of HDFC Mid-Cap Opportunities Fund - Growth is currently ₹60,187 Crores.
The Top three stocks are Indian Hotel, Apollo Tyres and Tata Communications and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 32% of fund’s portfolio respectively.
Top three sectors of HDFC Mid-Cap Opportunities Fund - Growth 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 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 39.22 and PB ratio is 7.52
The asset allocation of HDFC Mid-Cap Opportunities Fund - Growth is Stocks : 93.21%, Debt : 6.80% 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