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Initiate You Investment Plan In HDFC Midcap Opportunities Fund

The HDFC Midcap Opportunities Fund (G) was launched on 25th of June 2007, with the aim of providing long term capital appreciation to its investors. It is an open-ended mid-cap equity scheme. Checkout more details about the fund basic, investment style, portfolio allocation and past performance by reading this document.

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Initiate You Investment Plan In HDFC Midcap Opportunities Fund

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  1. HDFC Midcap Opportunities Fund Unleash the Opportunity to Achieve Your Financial Goal!

  2. What are Midcap Funds?

  3. An Overview of HDFC Midcap Opportunities Fund Type: Open-Ended Inception Date: 25th June, 2007 Benchmark: NIFTY Midcap 100 TRI AUM: Rs. 22,825 Crore (as on 31st May, 2019) Expense Ratio: 1.88% (as on 30th April, 2019) Exit Load: 1% (if redemption is made within 365 days) Minimum Lump Sum Investment: Rs. 5000 Minimum SIP Investment: Rs. 500

  4. Investment Style of HDFC Midcap Opportunities Fund HDFC Midcap Opportunities Fund follows a blend style of investment and invests in a combination of growth and value stocks for generating superior returns. The midcap fund of HDFC Mutual Fund invests predominantly in the equity market for achieving high returns, but also diversify considerate portion of assets in the debt instruments for providing risk-adjusted returns.

  5. Portfolio Allocation of HDFC Midcap Opportunities Fund HDFC Midcap Opportunities Fund invests 92.2% of the assets in the equities and the remaining 8.07% in the debt market. In the equity market, 82.56% of the equities comprises of the mid cap stocks and the percentage allocation of small cap and large cap stocks are 12.80% and 4.64%, respectively. The fund invests in 67 stocks.

  6. Sector Allocation of HDFC Midcap Opportunities Fund HDFC Midcap Opportunities Fund parks the accumulated assets in the large number of sectors. Financial Sector holds highest preference with 24.8% of the assets followed by other sectors such as, chemicals, engineering, healthcare, cons durable, etc. Deploying the assets in almost all the important sectors of Indian economy helps to grab the market opportunities across different sectors.

  7. Past Performance of HDFC Midcap Opportunities Fund The track record of HDFC Midcap Opportunities Fund has been amazing. The midcap fund of HDFC Mutual Fund has surpassed its benchmark and category's average by a huge margin in terms of long term capital appreciation. Below is the table that showcases the glimpse of the past performance:

  8. Interesting Facts of HDFC Midcap Opportunities Fund Highest AUM Among Midcaps: HDFC Midcap Opportunities Fund has the highest asset under management among all the peer competitors in the midcap category. Lowest Expense Ratio: The expense ratio of the midcap fund is 1.88% which is lowest among all. Thus, an investor can accumulate more wealth by starting the SIP plan in this mutual fund scheme. Rank 1 in Long Run: The 10-year annualzied returns of HDFC Midcap Opportunities Fund is 19.68% which makes it the best midcap fund in India in terms of capital appreciation in the long run.

  9. HDFC Midcap Opportunities Fund: Fund Manager Mr. Chetan Setalvad: He is a senior fund manager at HDFC Asset Management Company having great expertise in equity market. Mr. Setalvad has been associated with this scheme from 2007. He is a B.Sc graduate and has done his MBA from University of Noth Carolina. Mr. Amar Kalkundrikar: Addition of Mr. Kalkundrikar in 2019 has strengthened the management team of HDFC Midcap Opportunities Fund. He has over 13 years of experience in the equity research and portfolio management.

  10. HDFC Midcap Opportnities Fund is one of the best midcap funds which is providing an opportunity of achieving financial goals to the investors. The midcap fund of HDFC Mutual Fund has all the characteristics of the best mutual fund that should find its place in your portfolio. Thus, start the mutual fund investment at www.mysiponline.com and enjoy the returns. Stop Saving, Start Investing! Conclusion +91-9660032889 support@mysiponline.com Disclaimer: Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing.

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