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HDFC Mid-Cap Opportunities Fund

4 Value Research
0.36%
Change from previous, NAV as on Jan 17, 2018
Category: Equity: Mid Cap
Assets: R 20,959 crore (As on Dec 31, 2017)
Expense: 2.11% (As on Nov 30, 2017)
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Basic Details
Fund House: HDFC Mutual Fund
Launch Date: Jun 25, 2007
Benchmark: Nifty Free Float Midcap 100
Riskometer: Moderately High
Risk Grade: Below Average
Return Grade: Average
Turnover: 36%
Type: Open-ended
Investment Details
Return since Launch: 18.57%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 1,000
Minimum SIP Investment (R) 500
Minimum No of Cheques 12
Minimum Withdrawal (R) 500
Minimum Balance (R) -
Exit Load (%) 1% for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 0.56 4.74 10.04 36.36 18.03 26.16 16.71
Nifty Free Float Midcap 100 1.81 7.79 13.92 41.15 18.65 20.14 9.30
Category 0.92 4.94 9.90 38.85 16.84 24.13 11.59
Rank within Category 58 60 43 65 28 24 1
Number of funds in category 95 95 95 91 83 73 28
As on Jan 17, 2018
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
HDFC Mid-Cap Opportunities Fund Jun-2007 36.36 18.03 26.16 2.11 20,959
Aditya Birla Sun Life Pure Value Fund Mar-2008 52.20 21.73 30.13 2.37 2,778
Edelweiss Mid and Small Cap Fund - Regular Plan Dec-2007 49.99 19.40 27.88 2.29 598
Escorts High Yield Equity Fund Dec-2006 28.33 19.07 22.45 - 9
Kotak Emerging Equity Scheme Regular Plan Mar-2007 37.47 18.55 24.77 2.05 3,021
Portfolio
Portfolio Aggregates
  Fund Benchmark Category
Average Mkt Cap (Rs Cr) 13,718.02 20,016.46 18,556.09
Giant (%) 3.07 - 14.87
Large (%) 17.38 23.37 17.43
Mid (%) 69.33 76.63 52.15
Small (%) 10.22 - 16.48
Tiny (%) - - -
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  Voltas Cons Durable 36.97 3.43 1.95 3.33
  Sundram Fasteners Engineering 34.02 2.99 1.38 2.99
  Balkrishna Industries Automobile 32.53 2.91 1.39 2.91
  Tube Investments Of India Automobile 31.47 3.14 0.00 2.43
  Hexaware Technologies Technology 21.26 2.44 0.00 2.32
  Aurobindo Pharma Healthcare 16.01 2.69 0.00 2.23
  Cholamandalam Invest. & Fin. Financial 25.61 2.63 1.41 2.11
  Edelweiss Financial Services Financial 34.25 2.08 0.00 2.06
  Aarti Industries Chemicals 31.60 1.93 0.00 1.93
  Yes Bank Financial 20.91 2.59 1.05 1.92
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Dec 31, 2017
Most Recent Dividends
  Plan Record Date Dividend
(R / Unit)
   
+ Dividend Mar 23, 2017 2.2500   More...
    Mar 23, 2016 1.5000    
    Mar 24, 2015 2.0000    
    Feb 26, 2014 1.7500    
    Feb 27, 2013 1.1500    
    Feb 23, 2012 1.5000    
News and Analysis
Contact Information

AMC: HDFC Asset Management Company Ltd

Address: 'HDFC House', 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate Mumbai - 400020 | Phone: 1800 3010 6767 / 1800 419 7676 | Fax: 022 - 22821144

Website: www.hdfcfund.com



Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002 | Phone: 180030106767/18004197676 | Fax: 044-30407101

Email: enq_h@camsonline.com

Website: www.camsonline.com

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