HDFC Mid-Cap Opportunities Fund Growth
equity | small/mid-capNAV: As on July 20th, 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.
Upwardly Rank
9
Upwardly rank is calculated based on performance,
stability of returns, size, management cost and liquidity of fund.
/949stability of returns, size, management cost and liquidity of fund.
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Invest in HDFC Mid-Cap Opportunities Fund Growth Mutual Fund via SIP or lumpsum
SEBI Registerd.
INA200006804
INA200006804
AMFI registered.
ARN-112426
ARN-112426
Invest through BSE.
Member code: 11028
Member code: 11028
12.66
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.\
should stay invested for getting good returns,
however, you can withdraw anytime.\
Horizon
Doubled
Time period this fund took
to double the invested money
to double the invested money
Money
16.71
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
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 April 30th, 2018
Top 5 Sectors invested in
As on April 30th, 2018
Peer Comparison
Comparing returns for ₹ 1,00,000 invested 3 and 5 years back
| Rank | Fund | 3 Yr Return | 5 Yr Return |
|---|---|---|---|
1 | Reliance Small Cap Fund - Growth | ₹ 1,54,443 (15.6%) | ₹ 4,25,640 (33.6%) |
2 | HDFC Small Cap Fund Growth | ₹ 1,59,769 (16.9%) | ₹ 2,77,817 (22.7%) |
3 | Mirae Asset Emerging Bluechip Growth | ₹ 1,51,913 (15%) | ₹ 3,74,384 (30.2%) |
4 | L&T Midcap Fund Growth | ₹ 1,50,649 (14.6%) | ₹ 3,50,698 (28.5%) |
9 | HDFC Mid-Cap Opportunities Fund Growth | ₹ 1,43,005 (12.7%) | ₹ 3,15,119 (25.8%) |
Fund's Detail Information
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of
the Scheme will be realized.
Basic Details
Fund House | HDFC
|
|---|---|
Launch Date | June 25th, 2007 |
Expense Ratio
for managing the fund and paying commissions to distributors.Lower the better | 2.21% |
Fund Category Risk | High |
Fund Risk
|
14.8% 15.8% 16.2% |
Return Range | Above Average |
Fund Type | open Ended |
Asset Size | 21357Cr |
Investment Details
Investment Plan | Growth |
|---|---|
Return since Launch | 16.71% |
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.
10% of profit in excess of ₹1 lakh if withdrawn after 1 year. Profit withdrawn up to 1 lakh in a financial year is exempt from income tax. |
Contact Details
Fund Manager(s) | Rakesh Vyas
Chirag Setalvad |
|---|---|
Tel. No. | +91 22 66316333 |
Fax No. | 91-22-22821144 |
Website | www.hdfcfund.com |
+91 73377 40002
9AM - 8PM (Mon-Sat)