HDFC Mid-Cap Opportunities Fund Review

HDFC Mid Cap Opportnities is purely a mid cap fund primarily invests in mid sized companies. It experiences 14 years(Till Now)investment journey oof which it came across many bear and bull phases, but still it remains to give 16.70% Positive Returns.

HDFC Mid-Cap Opportunities Fund Details-

  • Fund Type- Open Ended
  • Fund Category- Mid Cap
  • Fund Benchmark- Nifty Midcap 100 Total Return Index
  • Fund Launch Date- 2007, June 25th
  • Returns since launch-16.70%(Regular Plan),20.64%(Direct Plan)
  • Expense Ratio-1.67%(Regular Plan),1%(Direct Plan)
  • Assets under Management-31,752 crore
  • Turnover Ratio-12.96
  • Fund Manager- Chirag Setalvad (Since 2007, May 7th)

HDFC Mid Cap Opportunities Fund Investment Details

  • Minimum Lumpsum Investment-5,000 Rupees
  • Minimum sip amount-500 Rupees
  • Minimum Additional Investment-1000 Rupees
  • Lock in- Not Applicable
  • Exit Load- 1% would be charged if redeemed within 1 year from the date of the investment

HDFC Mid Cap Opportunities Fund Performance over Benchmark-

Year To Date1 Day1 Week1 Month3 Month6 Month1 Year3 Year5 Year7 Year10 Year
Nifty Midcap 100 Performance47.47-1.59-7.000.348.4328.3874.8627.3917.4518.7418.87
HDFC Mid Cap Opportunities-Regular Plan Performance40.38-1.05-5.700.787.6525.9266.9722.8314.2916.1919.88
HDFC Mid Cap Opportunities-Direct Plan Performance
As on October 25th,2021

The above performance figures are identical and are subject to change based on daily share price movements which would reflect in its performance. You can conclude whether this scheme would be suitable for you or not! If you are unable to take decision, take help of a trusted financial advisor who would guide you in tough times!

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: