HDFC Mid-Cap Opportunities Fund Growth
equity | small/mid-capNAV: 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
stability of returns, size, management cost and liquidity of fund.
Invest in HDFC Mid-Cap Opportunities Fund Growth Mutual Fund via SIP or lumpsum

INA200006804

ARN-112426

Member code: 11028
Annualized
net of all fund charges.
Return for 3 yrs
should stay invested for getting good returns,
however, you can withdraw anytime.\
to double the invested money
Returns
net of all fund charges.
since June 25th, 2007
there is no penalty for withdrawal
Fund Performance
Fund Multiplier
Top 5 holdings invested in
Top 5 Sectors invested in
Peer Comparison
Rank | Fund | 3 Yr Return | 5 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
Basic Details
Fund House | HDFC
|
---|---|
Launch Date | June 25th, 2007 |
Expense Ratio
for managing the fund and paying commissions to distributors.Lower the better | 2.24% |
Fund Category Risk | High |
Fund Risk
|
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Exit Load | 1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s) |
Tax Impact | 15% of profit if withdrawn before 1 year
No tax if withdrawn after 1 year |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 |
9 am To 8 pm