HDFC Mid-Cap Opportunities has a five-year annualised return of nearly 25.74 per cent, compared with the category's 20.84 per cent.

Investment Objective

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity as well as equity related securities of Small and Mid-Cap companies.

Basic Details

Fund House: HDFC Mutual Fund
Launch Date: Jun 25, 2007
Benchmark: Nifty Free Float Midcap 100
Riskometer: Moderately High
Risk Grade: Below Average
Return Grade: Average
Turnover: 22%
Type: Open-ended

Investment Details

Return since Launch: 18.13%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 1,000
Minimum SIP Investment (R) 500
Minimum No of Cheques 12
Minimum Withdrawal (R) 500
Minimum Balance (R) -
Exit Load (%) 1% for redemption within 365 days

Performance

Description
YTD
1-Month
3-Month
1-Year 3-Year
5-Year
10-Year

Fund
26.00
2.04
6.03
30.17
22.58
26.63
18.07

Nifty Free Float Midcap
100
27.82
1.93
4.02
29.06
18.56
19.98
11.31

Category
25.87
1.74
5.62
26.07
20.06
24.31
13.28

Rank within Category
44
37
40
21
23
12
1

Number of funds in category
89
91
91
87
81
37

Portfolio
Portfolio Aggregates
Fund Benchmark Category

Average Mkt Cap (Rs Cr) 13,460.78 22,488.91 15,676.76

Giant (%) 10.08 2.34 14.49

Large (%) 18.11 36.68 18.64

Mid (%) 61.30 60.99 51.49

Small (%) 10.50 - 17.00

Tiny (%) - - 0.95