Hdfc Mid Cap Opportunities Fund Idcw Direct Plan

70.66
NAV (Apr 15,2024)

HDFC Mid-Cap Opportunities Fund - IDCW - Direct Plan is a popular investment option for individuals looking to invest in mid-cap companies. With an expense ratio of 0.77, the fund aims to generate long-term capital appreciation for investors. Established in 2012, the fund has a minimum investment amount of ₹100 and a total scheme AUM of ₹60,186.51. With a P/E ratio of 39.22 and a P/B ratio of 7.52, this fund provides opportunities for growth in the Indian market.

Hdfc Mid Cap Opportunities Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hdfc Mid Cap Opportunities Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    40.34
  • P/B Ratio
    UM_URBAN_MONEY

    7.82
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    0.89
  • Sharpe
    UM_URBAN_MONEY

    0.24
  • Sortino
    UM_URBAN_MONEY

    0.36

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.77%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

60417.99 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 16, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,758.01 (7.58%)12,333.68 (23.34%)15,983.11 (59.83%)23,117.54 (131.18%)29,958.19 (199.58%)
32,274.03 (7.58%)37,001.04 (23.34%)47,949.33 (59.83%)69,352.62 (131.18%)89,874.57 (199.58%)
53,790.05 (7.58%)61,668.4 (23.34%)79,915.55 (59.83%)1,15,587.7 (131.18%)1,49,790.95 (199.58%)
86,064.08 (7.58%)98,669.44 (23.34%)1,27,864.88 (59.83%)1,84,940.32 (131.18%)2,39,665.52 (199.58%)
1,07,580.1 (7.58%)1,23,336.8 (23.34%)1,59,831.1 (59.83%)2,31,175.4 (131.18%)2,99,581.9 (199.58%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS Tri party Repo7.13%
  • Indian Hotels Company Ltd4.55%
  • Tata Communications Limited3.36%
  • Apollo Tyres Ltd3.23%
  • Max Financial Services Ltd3.21%
  • Max Healthcare Institute Limited3.09%
  • The Federal Bank Ltd3.07%
  • Indian Bank2.93%
  • Ipca Laboratories Ltd2.66%
  • Hindustan Petroleum Corp Ltd2.58%
  • Coforge Limited2.50%
  • Union Bank of India2.43%
  • Persistent Systems Limited2.41%
  • AIA Engineering Ltd2.25%
  • Aurobindo Pharma Ltd2.17%
  • Jindal Steel & Power Ltd2.11%
  • Power Finance Corporation Ltd2.07%
  • REC Limited1.94%
  • Solar Industries India Ltd1.94%
  • Balkrishna Industries Ltd1.88%
  • Bharat Electronics Ltd1.87%
  • Cummins India Ltd1.84%
  • Dixon Technologies India Ltd1.80%
  • Sundram Fasteners Ltd1.77%
  • Hindustan Aeronautics Limited1.77%
  • Mahindra & Mahindra Financial Services Ltd1.73%
  • SKF India Ltd1.61%
  • Oracle Financial Ser Software Ltd1.58%
  • Fortis Healthcare Limited1.34%
  • ACC Ltd1.34%
  • Supreme Industries Ltd1.31%
  • MphasiS Limited1.28%
  • Crompton Greaves Consumer Elec Ltd1.27%
  • PB FINTECH LIMITED Policy Bazaar1.25%
  • Redington Ltd1.22%
  • Au Small Finance Bank Ltd1.11%
  • KEC International Ltd1.04%
  • GUJARAT FLUOROCHEMICALS LIMITED1.02%
  • Karur Vysya Bank Ltd1.00%
  • KNR Construction limited0.96%
  • Glenmark Pharmaceuticals Ltd0.90%
  • Gland Pharma Ltd0.88%
  • Aarti Industries Ltd0.87%
  • Tata Chemicals Ltd0.76%
  • Nippon Life India Asset Management Limited0.75%
  • Greenlam Industries Ltd0.73%
  • Cholamandalam Investment & Finance Co Ltd0.70%
  • City Union Bank Ltd0.58%
  • Vardhman Textiles Ltd0.56%
  • Emami Ltd0.53%
  • Arvind Limited0.53%
  • Five Star Business Finance Limited0.49%
  • Symphony Ltd0.48%
  • Timken India Ltd0.48%
  • Sona Blw Precision Forgings0.47%
  • Dilip Buildcon Ltd0.46%
  • Zee Entertainment Enterprises Ltd0.43%
  • Cholamandalam Financial Holdings Ltd0.42%
  • Vesuvius India Ltd0.40%
  • VST Industries Ltd0.38%
  • Navneet Education Ltd0.37%
  • Atul Ltd0.37%
  • Net Current Assets0.34%
  • Greenpanel Industries Limited0.32%
  • Greenply Industries Ltd0.23%
  • Schaeffler India Ltd0.21%
  • Mahindra Holidays & Resorts Ind Ltd0.20%
  • Dhanuka Agritech Ltd0.18%
  • Jagran Prakashan Ltd0.17%
  • Delta Corp Ltd0.15%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

28.19%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.00%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.48%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.47%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.31%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

11.38%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

68.84%

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.01%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.79%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

46.82%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.91%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.56%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Canara Robeco Mid Cap Fund - Regular Plan - GrowthCanara Robeco Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.78%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

24.65%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.74%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

25.89%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.86%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.78%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

24.46%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

23.15%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

22.01%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

20.83%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

20.44%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

25.27%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.00%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.57%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

20.83%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.96%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

Fund Managers

CS

Mr. Chirag SetalvadSenior Fund Manager - Equities

Mr.Chirag Setalvad has 16 years of experience of which 13 years in Fund Management and Equity Research and 3 years in investment banking. From March 2007 till date he is with HDFC AMC. He has also worked with New Vernon Advisory Services Pvt. Ltd., HDFC AMC, ING Barings N.V.

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