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(%) | 51.91 | 28.11 | 24.81 | 18.08 |
Average Rolling Returns(%) | 24.37 | 20.98 | 18.36 | 18.92 |
The Current NAV of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is ₹199.75.
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 150 returns, as Funds portfolio is significantly different.
HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan fund’s expense ratio is 0.76%
The process for redemption is
The AUM of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is currently ₹65,394 Crores.
The Top three stocks are Indian Hotel, Max Financial and Federal Bank and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 30% 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 51% 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 42.06 and PB ratio is 7.33
The asset allocation of HDFC Mid-Cap Opportunities Fund - Growth - Direct Plan is Stocks : 93.24%, Debt : 6.74% 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