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Business News/Market/Market Stats/    HDFC Mid-Cap Opportunities Fund Growth

HDFC Mid-Cap Opportunities Fund Growth

+
  • Equity
  • Mid-Cap
  • Rating 4
  • Plan
162.92 +1.09 (0.67%) NAV as on 10 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)60186.52
  • CAGR 59.88%
  • Exit Load1.00%
  • Expense ratio1.44%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2007-06-25

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 12 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps - Tri-Party Repo
  • 3907.01
  • 6.49%
View More

Risk & Volitility

  • Alpha 0.82%
  • Beta 0.91
  • Sharpe Ratio1.63
  • Std Deviation 13.06%
  • Tracking Error 4.65%

About Fund

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.

 

The HDFC Mid-Cap Opportunities Fund Growth has an AUM of 60186.52 crores & has delivered CAGR of 23.81% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.44%. The minimum investment in HDFC Mid-Cap Opportunities Fund Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Treps - Tri-Party Repo, Indian Hotels Company, Apollo Tyres & Tata Communications.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Tires.

 

Some of the similar funds are HDFC Mid-Cap Opportunities Fund Growth, Nippon India Growth Fund - Growth, Kotak Emerging Equity Scheme Growth, SBI Magnum Midcap Fund Regular Growth, Axis Midcap Fund Growth. HDFC Mid-Cap Opportunities Fund Growth has a sharpe ratio of 1.63 & a standard deviation of 13.06%.

FAQs about HDFC Mid-Cap Opportunities Fund Growth

According to the morning star rating HDFC Mid-Cap Opportunities Fund Growth has a Moderate risk & Exceptional return.
HDFC Mid-Cap Opportunities Fund Growth is managed by Chirag Setalvad,Dhruv Muchhal.
The expense ratio of HDFC Mid-Cap Opportunities Fund Growth is 1.44%.
The 5 year annualized return on HDFC Mid-Cap Opportunities Fund Growth is 23.81% & it has generated 59.88% in the last 1 year.
The minimum investment in HDFC Mid-Cap Opportunities Fund Growth is 100 Rs.
HDFC Mid-Cap Opportunities Fund Growth has an AUM of 60186.52 crores.
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