Overview ( as on 20/12/24 )

NAV
₹188.35
Last change
₹-3.81 -0.02%
Fund Size (AUM)
76060.89 Cr
Performance
29.03% (5Y)

Fund Details

logo
HDFC Mid-Cap Opportunities Fund Growth
as of 20/12/24
AUM

76060.89 Cr

Expense Ratio

1.39 %

Benchmark

Nifty Midcap 150 TR INR

ISIN

INF179K01CR2

Fund Manager

Chirag Setalvad

Exit Load

1.0% if redeemed within 0-1 years

0% if redeemed after 1 years


Fund Performance 1Y 3Y 5Y
HDFC Mid-Cap Opportunities Fund Growth 31.74% 29.45% 29.03%
Nifty Midcap 150 TR INR 35.75% 24.5% 26.43%

Top 10 Holdings

Max Financial Services Ltd

4.14%

Indian Hotels Co Ltd

3.84%

The Federal Bank Ltd

3.42%

Ipca Laboratories Ltd

3.35%

Coforge Ltd

3.15%

Balkrishna Industries Ltd

2.97%

Indian Bank

2.87%

Apollo Tyres Ltd

2.82%

Hindustan Petroleum Corp Ltd

2.65%

Persistent Systems Ltd

2.57%

Sector Allocation

Financial

26.0%

Consumer Cyclical

17.76%

Healthcare

13.36%

Technology

12.51%

Industrials

12.29%

Basic Materials

7.73%

Consumer Defensive

3.32%

Communication Services

3.29%

Energy

2.88%

Utilities Services

0.87%

Asset Allocation

  • 92%

    Equity
  • 8%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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