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
₹80.1410
-0.28%
(17 Jan)
AUM
77,967 Cr
TER
0.76%
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
+37.5%
+37.5%
+20.6%
+20.6%
+20.6%
+20.4%
3Y
+29.6%
+29.6%
+24.5%
+24.5%
+24.5%
+18.2%
5Y
+29.7%
+29.7%
+27.2%
+27.2%
+27.2%
+23.9%
ALL
+24.4%
+24.4%
+21.4%
+21.4%
+21.4%
+18.8%
VOL
19.4%
19.4%
17.3%
17.3%
17.3%
-
TER
0.7%
0.7%
0.8%
0.8%
0.8%
-
AUM
₹26,421 Cr
₹26,421 Cr
₹77,967 Cr
₹77,967 Cr
₹77,967 Cr
-
INFO
1.25
1.25
1.24
1.24
1.24
-
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 Dec
Top holdings
Treps - Tri-Party Repo
9.5%
Indian Hotels Co Ltd
4.4%
Coforge Ltd
3.7%
Max Financial Services Ltd
3.5%
Ipca Laboratories Ltd
3.4%
The Federal Bank Ltd
3.3%
Balkrishna Industries Ltd
3.1%
Persistent Systems Ltd
3.0%
Apollo Tyres Ltd
2.8%
Hindustan Petroleum Corp Ltd
2.8%
Top industry exposure
Financial Services
23.0%
Consumer Cyclical
16.4%
Healthcare
12.6%
Industrials
10.9%
Technology
10.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
1748%
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