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

HDFC Mid Cap Opportunities IDCW Reinvest Direct Plan

NAV
₹79.3090
+1.33%
(14 Jun)
AUM
65,394 Cr
TER
0.77%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+76.8%
+76.8%
+62.0%
+62.0%
+55.3%
+45.7%
3Y
+35.4%
+35.4%
+37.5%
+37.5%
+25.3%
+24.3%
5Y
+37.5%
+37.5%
+29.8%
+29.8%
+25.5%
+24.3%
ALL
+21.0%
+21.0%
+24.6%
+24.6%
+19.4%
+21.0%
VOL
15.3%
15.3%
19.6%
19.6%
-
17.4%
TER
0.6%
0.6%
0.6%
0.6%
-
0.8%
AUM
₹7,953 Cr
₹7,953 Cr
₹10,378 Cr
₹10,378 Cr
-
₹65,394 Cr
INFO
1.37
1.37
1.26
1.26
-
1.21
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 Reinvest (DR)
₹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
7.0%
Indian Hotels Co Ltd
4.0%
Max Financial Services Ltd
3.1%
The Federal Bank Ltd
3.1%
Balkrishna Industries Ltd
3.0%
Apollo Tyres Ltd
3.0%
Indian Bank
3.0%
Ipca Laboratories Ltd
2.8%
Tata Communications Ltd
2.7%
Hindustan Petroleum Corp Ltd
2.7%
Top industry exposure
Financial Services
24.2%
Consumer Cyclical
16.9%
Industrials
13.6%
Healthcare
11.7%
Technology
9.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
21%
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