Mutual Fund

hdfc mid cap opportunities fund

By Rajendra

Sep 16, 2022

image source -HDFC MF

Scheme Analysis

Thick Brush Stroke

HDFC Midcap Opportunities Fund

Category 

Mid Cap

Inception

Jun 25, 2007

Benchmark

Nifty Midcap 150

Scribbled Arrow

AUM  - 34,227 Cr

Fund Manager

Chirag Setalvad

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

Investment Strategy

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

Investment Strategy

Long Term Approach to portfolio construction

Focus on good quality companies at reasonable valuations

Top 5 Holding

Indian Hotel

Bharat Electronic

Cholamandalam Inv.

Hindustan Aeronautics

Max Healthcare

4.89

4.66

4.37

4.23

3.91

Total  -  22.06

Auto

Finance

Defense

Thick Brush Stroke

Top 5 Sector - 46.89%

10.99

10.70

8.89

8.52

7.79

Industrial

Chemical

Market Exposure

Large Cap

Jul

12.70

64.90

19.90

Aug

13.03

Mid Cap

Small Cap

65.30

19.30

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

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As on 31 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

11.98%

25.61%

13.09%

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 31 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

13,074

54,739

97,639

Returns

17.11%

29.27%

19.58%

Monthly SIP of 1,000