HDFC Midcap Fund generate 20% cagr returns in 3 years

Mutual Fund

By Rajendra Apr 4, 2023 image source -HDFC MF Scheme Analysis

Investment Strategy

Fund invests in mid-cap stocks (65-100%), & balance in small-cap stocks, large-cap stocks, & debt Portfolio constructed on a bottom up basis

Top 5 Holding

Indian Hotel Cholamandalam Hindustan Aeronautics Max Healthcare Sundaram Fasteners 4.61 3.61 3.58 3.50 3.46 Total - 18.76

Investment Strategy

Identifying companies with sound financial strength & sustainable business models, with reasonable growth prospects

Auto Components

10.95 10.42 8.58 8.33 7.05

Investment Strategy

Long Term Approach to portfolio construction Focus on good quality companies at reasonable valuations

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,343 48,691 92,717 5.37% 20.68% 17.46% Monthly SIP of 1,000

Scheme Performance

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Mutual Fund

hdfc mid cap fund Generate 20% cagr returns in 3 years

Category

Inception

Benchmark

AUM - 35,009 Cr

Fund Manager

Chirag Setalvad

HDFC Midcap Opportunities Fund

Investment Strategy

Top 5 Holding

Investment Strategy

Auto Components

Finance

Bank

Top 5 Sector

Chemical

Industrial Product

Investment Strategy

SIP Performance

Exit Load

Period

Value

Returns

Scheme Performance

Exit Load

Period

Returns

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