HDFC Mid-Cap Opportunities Fund Growth
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- Rating 4
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)65394.16
- CAGR 52.42%
- Exit Load1.00%
- Expense ratio1.44%
- CategoryEquity
- Min Investment100
- Min SIP100
- Launch Date2007-06-25
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Treps - Tri-Party Repo
- 4591.89
- 7.02%
- Indian Hotels Company
- 2594.13
- 3.97%
- Max Financial Services
- 2045.83
- 3.13%
- Federal Bank
- 2003.61
- 3.06%
- Balkrishna Industries
- 1974.74
- 3.02%
- Apollo Tyres
- 1941.71
- 2.97%
- Indian Bank
- 1931.20
- 2.95%
- IPCA Laboratories
- 1808.12
- 2.76%
- Tata Communications
- 1795.06
- 2.74%
- Hindustan Petroleum Corporation
- 1782.30
- 2.73%
Peer Comparison
- Fund Name
- HDFC Mid-Cap Opportunities Fund Growth52.42%
- Nippon India Growth Fund - Growth59.15%
- Kotak Emerging Equity Scheme Growth54.37%
- SBI Magnum Midcap Fund Regular Growth39.32%
- Axis Midcap Fund Growth48.78%
Risk & Volitility
- Alpha 0.82%
- Beta 0.91
- Sharpe Ratio1.59
- Std Deviation 12.90%
- 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 65394.16 crores & has delivered CAGR of 28.29% 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, Max Financial Services & Federal Bank.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Tires & Misc. Fabricated Products.
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 1.59 & a standard deviation of 12.90%.
