HDFC Mid-Cap Opportunities Fund
- 6 Months
- 1 Year
- 2 Year
- 3 Year
- 5 Year
- 7 Year
- 10 Year
- Returns Since Inception
- 6 M
- 1 Y
- 3 Y
- 5 Y
- 7 Y
- 10 Y
HDFC Mid-Cap Opportunities is a well established mid-cap fund. This fund was launched on 5 January, 2010 and has been in operation for 13 years and 7 months. The assets under management (AUM) of HDFC Mid Cap Opportunities Fund as of 31st July 2023, are ₹3,217,9.19 Cr and the current NAV is ₹54.068.
Over the last 1-year period, the fund has generated a commendable return of 19.88%. Furthermore, since its inception, it has managed to deliver an average annual return of 13.24%
Highlights of the HDFC Mid Cap Opportunities Fund:
- HDFC Mid-Cap Opportunities Fund aims for consistent ability to generate returns.
- It primarily allocates its assets to sectors such as Financial Service Activities, Pharmaceuticals, Machinery & Equipment, Chemical Products, Rubber & Plastics Products.
- The fund's top 6 holdings are Trent Ltd., AU Small Finance Bank Limited, The Indian Hotels Company Ltd, Federal Bank Limited, TVS Motors Co Ltd., IndusInd Bank Limited
- These carefully chosen holdings reflect the fund's approach of investing in companies with potential for growth and value creation.
- HDFC Mid-Cap Opportunities Fund is suitable for investors who are looking to invest money for around 2 to 3 years and seeking higher returns.
- One Time
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
The present cost of a single unit of a fund, calculated by dividing the total net assets of the fund by the number of outstanding units.
AUM refers to the collective value of investments, including money, and other assets, overseen by a financial firm or fund manager on behalf of clients. It illustrates the extent of funds managed and the decision-making responsibility of the company.
A professional who is responsible for taking the investment choices and for the management of a portfolio of assets within a fund.
SIP involves regularly investing fixed amounts at specified intervals to accumulate wealth over time. (An instrument known as SIP Calculator assists in estimating potential returns.)
A class of assets representing ownership in a company. When you buy shares or stocks, you become the partial owner. If the company grows and profits go up, your shares can become more valuable, giving you a chance to make money.
Debt is when an entity like a government borrows money and agrees to pay back the borrowed amount with interest over time.
RSI is a tool that measures how fast prices change. It helps to figure out when markets are getting too high or too low
A fund that invests in debt instruments, like bonds and money market securities.
In the Indian stock market, large cap firms are that own major share values in the market. They typically rank among the top 100 listed companies, indicating their established and financially resilient status.
Mid cap companies fall between large cap and small cap firms in terms of market capitalization. This suggests they hold moderate total share value and balance growth potential with a presence on the Indian stock exchange.
Small cap companies have relatively lower total share values and often rank outside the top 250 listed firms. They signify emerging or specialized players in the Indian stock market, offering higher growth possibilities alongside associated risks.
Investment funds that focus on short-term debt securities, designed to provide stability and liquidity to investors.
Asset allocation is when you split your investments into different types, like funds, shares and bonds, to lower risk and improve your financial goals.
A fund type investing in short-term debt instruments, like treasury bills and commercial paper. These funds are deemed low-risk investments.
Business-owned assets not easily convertible into cash within a short timeframe (a year). Non-current assets usually encompass long-term investments such as bonds and stocks, tangible assets like property, and intangible assets such as patents and copyrights.
1 year: 19.88%
3 year: 26.85%
5 year: 13.09%
10 year: 19.10%
Since Inception: 13.24%
Investors seeking a reliable option for mid-cap exposure, consistent returns, and potential growth should consider the HDFC Mid-Cap Opportunities Fund as a promising choice within their investment strategy.
*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.
*The maturity amount of Rs 1 Cr. is for a 30-year-old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
*The maturity amount of Rs 50 Lakhs. is for a 30-year-old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.
~Source -: Google Review Rating available on: http://bit.ly/3J20bXZSTANDARD
All Data Source - Value Research
TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
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