HDFC Mid Cap Opportunities IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Mid Cap Opportunities IDCW Payout Direct Plan

NAV
₹70.0610
-7.72%
(21 Feb)
AUM
73,510 Cr
TER
0.79%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+23.4%
+23.4%
+8.7%
+8.7%
+8.7%
+6.4%
3Y
+28.9%
+28.9%
+25.0%
+25.0%
+25.0%
+18.8%
5Y
+26.4%
+26.4%
+25.0%
+25.0%
+25.0%
+21.3%
ALL
+23.2%
+23.2%
+20.7%
+20.7%
+20.7%
+17.8%
VOL
19.5%
19.5%
17.4%
17.4%
17.4%
-
TER
0.7%
0.7%
0.8%
0.8%
0.8%
-
AUM
₹24,488 Cr
₹24,488 Cr
₹73,510 Cr
₹73,510 Cr
₹73,510 Cr
-
INFO
1.19
1.19
1.19
1.19
1.19
-
Past performance
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 IDCW Payout (DP)
₹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 Jan
Top holdings
Treps - Tri-Party Repo
7.1%
Max Financial Services Ltd
3.9%
Indian Hotels Co Ltd
3.7%
Coforge Ltd
3.4%
Balkrishna Industries Ltd
3.3%
The Federal Bank Ltd
3.3%
Ipca Laboratories Ltd
3.1%
Persistent Systems Ltd
2.9%
Indian Bank
2.8%
Hindustan Petroleum Corp Ltd
2.7%
Top industry exposure
Financial Services
24.4%
Consumer Cyclical
17.5%
Healthcare
11.9%
Industrials
10.4%
Technology
10.1%
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.
Fund manager(s)
Chirag Setalvad
Dhruv Muchhal

FAQs