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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(%) | 35.56 | 28.67 | 28.51 | 19.51 |
Average Rolling Returns(%) | 25.35 | 21.36 | 18.83 | 18.97 |
The Current NAV of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is ₹206.70.
You can consider SIP in HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time 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 - Direct Plan fund’s expense ratio is 0.74%
The process for redemption is
The AUM of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is currently ₹76,061 Crores.
The Top three stocks are Indian Hotel, Max Financial and Federal Bank 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 - Direct Plan fund are BFSI, Auto and Healthcare accounting for 48% 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 45.31 and PB ratio is 7.78
The asset allocation of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is Stocks : 91.77%, Debt : 8.26% 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