HDFC Midcap Opportunities Fund

Mutual Fund

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

By Rajendra

Apr 4, 2023

image source -HDFC MF

Scheme Analysis

Category

Mid Cap

Inception

Jun 25, 2007

Benchmark

Nifty Midcap 150

AUM - 35,009 Cr

Fund Manager

Chirag Setalvad

HDFC Midcap Opportunities Fund

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

Finance

Bank

Top 5 Sector 10.95

10.42

8.58

8.33

7.05

Chemical

Industrial Product

Investment Strategy

Long Term Approach to portfolio construction

Focus on good quality companies at reasonable valuations

SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,343

48,691

92,717

Returns

5.37%

20.68%

17.46%

Monthly SIP of 1,000

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

13.89%

22.65%

11.81%

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