HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
Min amount: ₹500
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Very High Risk|
|Exit Load||1% for 365 Days|
More about this fund
|Cholamandalam Investment and Finance Co Ltd||6.52%|
|Balkrishna Industries Ltd||4.89%|
|Sundaram Fasteners Ltd||4.31%|
|Aarti Industries Ltd Shs Dematerialised||3.74%|
|Max Financial Services Ltd||3.15%|
|Bharat Electronics Ltd||2.88%|
|Crompton Greaves Consumer Electricals Ltd||2.8%|
|Ipca Laboratories Ltd||2.68%|
|Voltas Ltd Shs Dematerialised||2.31%|
About HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth Option
The open-ended equity scheme predominantly invests in mid-cap stocks (up to 65% of assets). The remaining assets will be invested in other equity and equity-related securities to strike a balance in portfolio construction. Through this strategy, the fund aims to generate long-term capital appreciation/income.
Pros and Cons of HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth Option
The five-year returns from the fund are higher than the category average returns. On the other hand, the one-year and three-year returns are lower than the category average returns. The risk-adjusted returns are lower as compared to the category.
Fund Information and Statistics
i) Inception/Launch Date
The fund was launched on 25 June 2007.
ii) Risk Level
The fund is associated with a moderately high risk profile since the primary investment is in mid-cap companies.
Lock-in period is not applicable to the principal invested in the fund. Therefore, you can redeem the units whenever required; however, do consider the exit load before redeeming.
iv) Fund Manager
The fund is currently managed by Mr Chirag Setalvad (equities) and Mr Anand Laddha (overseas investment).
v) Entry/Exit Load
Entry load is not applicable for the fund. If you happen to redeem/switch out the fund units within one year from the date of allotment, an exit load of 1% is charged. After completing one year, no exit load is chargeable.
About HDFC Mutual Fund
HDFC Mutual Fund was set up on 30 June 2000. Housing Development Finance Corporation Limited and Standard Life Investments Limited are the sponsors for the fund house. Similarly, HDFC Trustee Company Limited is the trustee company for the fund house. The fund house has an average assets under management (AAUM) worth Rs.3,75,516.41 crore as of 30 September 2020.
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Min amount: ₹500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns