HDFC Mid-Cap Opportunities Fund Growth

equity | small/mid-cap
NAV:  59.502( 0.76%)   As on April 23rd, 2018

Horizon: Ideal for long term goals like retirement, kids' education, seed fund for own startup. Don't look at returns of these funds in the short-term.

Smart Tip: This fund has higher ups and downs (volatility) than other equity funds but can yield much better returns. Invest in this fund for an investment horizon of at least 5 years to give best results. There is zero capital gains tax is staying invested in this fund for more than 1 year.

Upwardly Rank
9
Upwardly rank is calculated based on performance,
stability of returns, size, management cost and liquidity of fund.
/949

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Invest in HDFC Mid-Cap Opportunities Fund Growth Mutual Fund via SIP or lumpsum

SEBI Registerd.
INA200006804
AMFI registered.
ARN-112426
Invest through BSE.
Member code: 11028
 
17.07

Annualized

Annualized return per year for the specified period,
net of all fund charges.

Return for 3 yrs

 
> 5 yrs yrs
Investment
Recommended minimum period that investor
should stay invested for getting good returns,
however, you can withdraw anytime.\
Horizon
 
Doubled
Time period this fund took
to double the invested money
Money
 
17.9

Returns

Annualized return per year since inception,
net of all fund charges.

since June 25th, 2007

0
Exit Load
Period after which
there is no penalty for withdrawal
after 1 Years

Fund Performance

Fund's historical return compared with Fixed Deposit
 
invested for
:   
3M
:   
6M
:   
1Y
:   
3Y
:   
5Y
3 and 6 Months returns are absolute

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time taken to Multiply
:   
2X
:   
4X
:   
5X

Top 5 holdings invested in

As on February 28th, 2018

Top 5 Sectors invested in

As on February 28th, 2018

Peer Comparison

Comparing returns for ₹ 1,00,000 invested 3 and 5 years back
   RankFund3 Yr Return5 Yr Return
1
Reliance Small Cap Fund - Growth₹ 1,90,159 (23.9%)₹ 4,86,514 (37.2%)
2
HDFC Small Cap Fund Growth₹ 1,82,400 (22.2%)₹ 3,16,279 (25.9%)
3
Mirae Asset Emerging Bluechip Growth₹ 1,71,668 (19.7%)₹ 3,85,222 (31%)
4
L&T Midcap Fund Growth₹ 1,72,955 (20%)₹ 3,81,593 (30.7%)
9
HDFC Mid-Cap Opportunities Fund Growth₹ 1,60,430 (17.1%)₹ 3,39,372 (27.7%)

Fund's Detail Information

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.
Basic Details

Fund House

HDFC

Launch Date

June 25th, 2007

Expense Ratio
Amount deducted by the fund, per annum,
for managing the fund and paying commissions
to distributors.Lower the better

2.24%

Fund Category Risk

High

Fund Risk
Std Dev (1 Yr)

Std Dev (3 Yr)

Std Dev (5 Yr)


11.4%
14.9%
15.6%

Return Range

Above Average

Fund Type

open Ended

Asset Size

19891Cr
Investment Details

Investment Plan

Growth

Return since Launch

17.9%

Minimum Investment

5,000

Minimum Addl Investment

1,000

Exit Load

1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)

Tax Impact

15% of profit if withdrawn before 1 year
No tax if withdrawn after 1 year
Contact Details

Fund Manager(s)

Chirag Setalvad
Rakesh Vyas

Tel. No.

+91 22 66316333

Fax No.

91-22-22821144

Website

www.hdfcfund.com