HDFC Mid Cap Opportunities IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

HDFC Mid Cap Opportunities IDCW Reinvest Direct Plan

NAV
₹83.5710
-1.98%
(20 Dec)
AUM
76,061 Cr
TER
0.74%
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
+59.5%
+59.5%
+32.6%
+32.6%
+32.6%
+32.4%
3Y
+37.6%
+37.6%
+30.3%
+30.3%
+30.3%
+23.9%
5Y
+33.2%
+33.2%
+29.6%
+29.6%
+29.6%
+26.6%
ALL
+25.5%
+25.5%
+22.0%
+22.0%
+22.0%
+19.0%
VOL
19.4%
19.4%
17.2%
17.2%
17.2%
-
TER
0.5%
0.5%
0.7%
0.7%
0.7%
-
AUM
₹22,898 Cr
₹22,898 Cr
₹76,061 Cr
₹76,061 Cr
₹76,061 Cr
-
INFO
1.32
1.32
1.28
1.28
1.28
-
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 Oct
Top holdings
Treps - Tri-Party Repo
8.0%
Max Financial Services Ltd
4.1%
Indian Hotels Co Ltd
3.8%
The Federal Bank Ltd
3.4%
Ipca Laboratories Ltd
3.3%
Coforge Ltd
3.2%
Balkrishna Industries Ltd
3.0%
Indian Bank
2.9%
Apollo Tyres Ltd
2.8%
Hindustan Petroleum Corp Ltd
2.6%
Top industry exposure
Financial Services
24.1%
Consumer Cyclical
16.3%
Healthcare
12.8%
Industrials
11.2%
Technology
10.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
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