Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Mid Cap Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Treps - Tri-Party Repo
8.3%
Max Financial Services Ltd
4.8%
The Federal Bank Ltd
3.2%
Coforge Ltd
3.2%
Balkrishna Industries Ltd
2.9%
Ipca Laboratories Ltd
2.9%
Hindustan Petroleum Corp Ltd
2.9%
Indian Bank
2.9%
AU Small Finance Bank Ltd
2.6%
Apollo Tyres Ltd
2.5%
Top industry exposure
Financial Services
24.9%
Consumer Cyclical
17.6%
Technology
10.7%
Industrials
10.0%
Healthcare
9.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
18%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.