HDFC Mid-Cap Opportunities Fund-Growth

HDFC Mid-Cap Opportunities Fund-Growth is a Mid-cap mutual fund scheme from the available mutual funds of HDFC. It is a scheme of open-ended equity that involves the investment of stocks in mid-cap.

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An Overview: HDFC Mid-Cap Opportunities Fund-Growth

The fund follows the investment strategy of allocation of mid-cap assets. There should be 65% exposure as minimum exposure to the Mid-cap stocks.  Also, for achieving an optimal portfolio construction, the scheme of HDFC Mid-Cap Opportunities Fund-Growth can participate in other plans of equity or plans related to equity.

The net value of the asset is Rs 80.979 as of June 18, 2021, and the AUM value is Rs 28671.842 as of June 21, 2021. The investment product offers long-term capital in investing in Mid-cap companies. However, it cannot be guaranteed that there will be a realization of the scheme's objective. Having an expense ratio of 1.76%, the product falls under the risk category of "very high."

HDFC Mid-Cap Opportunities Fund-Growth Investment Fact

Parameter

Details

Fund House

HDFC Mutual Fund

Launch Date 

June 25, 2007

Benchmark

Primary index: NIFTY 50 - TRI 

Secondary index: Nifty Midcap 100 - TRI 

Type

Open-end

Minimum Investment 

Rs 5000

An additional investment of a minimum amount of Rs 1000

SIP Investment of a minimum amount of Rs 500

SWP Investment of a minimum of amount Rs 500

Lock-in Period

No Lock-in

Entry Load

NA

Exit Load

·         An exit load of 1% will be charged for the redemption of units within 1 year from the allotment date while purchasing.

·         There are no applicable exit loads if redemption is made after 1 year of allotment.

·         There are no applicable exit loads on units of bonus and allotment of units on dividend reinvestment.

Return Performance

Average

Fund Consistency

Average

Risk Level

Very High

Benefits of the HDFC Midcap Opportunities Fund-Growth

The benefits offered by the HDFC Midcap Opportunities Fund-Growth are listed below:

  • For around ten years, HDFC Midcap Opportunities Fund-Growth has been amongst the most potent mutual funds.
  • Around 25% of businesses with large capitals have comprised the HDFC Midcap Opportunities Fund-Growth portfolio.
  • It has consistently provided long-term returns of high equity through the cash flow generated by the businesses of the fund’s portfolio.

Investment Objective for HDFC Midcap Opportunities Fund-Growth

The benefits offered by the HDFC Midcap Opportunities Fund-Growth are listed below:

  • For around ten years, HDFC Midcap Opportunities Fund-Growth has been amongst the most potent mutual funds.
  • Around 25% of businesses with large capitals have comprised the HDFC Midcap Opportunities Fund-Growth portfolio.
  • It has consistently provided long-term returns of high equity through the cash flow generated by the businesses of the fund’s portfolio.

The primary objective of the HDFC Mid-Cap Opportunities Fund-Growth is to provide long-term income. This is achieved through the investment in HDFC recognized mid-cap companies having the following properties:

  • Showing prospects of growth.
  • Having financial strength.
  • The business models should be sustainable.
  • The Fund provides the potential for capital appreciation with an acceptable valuation.
  • Have the potential for value unlocking.
  • A diversified position is maintained.

The approach for the investment of HDFC Midcap Opportunities Fund-Growth is:

  • Portfolio construction through the bottom-up approach.
  • The mid-cap companies which are well managed should be focused on acceptable valuations.

 *As per the market conditions, the investment strategy might be subjected to change.

Assurance that realization of the objective of the investment can’t be guaranteed.

HDFC Mid-Cap Opportunities Fund-Growth Summary

The fund details can be summarized as:

  • It has a very high-risk level.
  • NAV of Rs 80.979, as of June 18, 2021. The previous NAV accounted to be Rs 81.75, which resulted in a net change of Rs -0.77.
  • The category of the Fund is Equity-Mid Cap Fund holding an asset of Rs 28,671.84.
  • The suggested invested period for HDFC Mid-Cap Opportunities Fund-Growth is three years or more than that.
  • The total expense ratio is 1.76% for the regular fund option and 1.07% for the direct option as of May 31, 2021.

It has two plan options: Regular and Direct.

  • Any investor who is planning to invest through a distributor may follow the regular plan option. 
  • The Direct Plan option is followed by any investors who don't want to involve any distributor but instead wish to invest directly.
  • Two Sub-Options are offered by both the plans; Growth option and the option of Income Distribution & Capital withdrawal.
  • In cases where the Sub-Options are not indicated, the default option of “Growth option” is chosen.
  • The option of Income Distribution & Capital Withdrawal offers the facility of Reinvestment and Payout.
  • The expense structure of the different plans varies.

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

HDFC Mid-Cap Opportunities Fund-Growth Returns Summary

Period

Returns

1-month 

3.72

3-month

12.35

1-year

73.16%

3-year

12.9%

5-year

15.64%

10-year

17.85%

Since inception

16.12%

HDFC Mid-Cap Opportunities Fund-Growth Pros and Cons

The table below shows the pros and cons of HDFC Midcap Opportunities Fund-Growth:

Pros

Cons

Long-term income is provided through the investment in the Company.

It cannot be assured that there will be a realization of the objective of the investment in a scheme. 

It is more than ten years old.

Returns of AUM tend to decrease once a certain amount is exceeded by the AUM.

The returns of 3 years are higher compared to the average returns of a category.

It is a very high-risk investment strategy.

The returns of 10 years are higher compared to the average returns of a category.

The performances achieved in the past are not necessarily sustained in future scenarios.

The return of 1 year is higher compared to the average returns of a category.

The returns of 5 years are higher compared to the average returns of a category.

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Who Should Invest in HDFC Midcap Opportunities Fund-Growth?

The HDFC Midcap Opportunities Fund-Growth is best suited for investors expecting high returns and is willing to invest money for at least 3-4 years.  In some instances, the investors should be ready for any form of possible losses in their investments.

It is suitable for those investors who seek:

  • To generate an income for the long-term.
  • To invest in the Mid-cap companies.

The investors might contact the financial advisors in case of any doubts arising out of the investment. It will help them in getting an idea about the suitability of the product. The SAI, i.e., Statement of Additional Information can be referred to by the investors for getting details about the product including fund details, issues related to tax and legal cases, and any other general information. 

Wrapping it Up

This mutual fund product was launched in the year 2007. Over 14 years, the HDFC Midcap Opportunities Fund-Growth has returned 16.1% annually. Investors from every section of life have been provided with the benefits of the HDFC mutual fund. 

For any goal, including financial goals like retirement, long-term, short-term, tax saving, etc., the mutual fund company has plans for every goal for everyone. CRISIL ratings of most of the products of mutual funds of HDFC Mutual fund have been offered a rating of 3 or more.

*The investment schemes of mutual funds are subjected to market risk.

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