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HDFC Mid-Cap Opportunities Fund-Growth

Ranked 31 out of 312 in - India over 36 months
All calculations are in INR unless stated

Managed by

Chirag Setalvad

Based in Mumbai, Chirag Setalvad, a senior fund manager at HDFC Mutual Fund, invests mainly in Indian equities. For his HDFC Long Term Advantage fund, he maintains a balanced outlook on the market. Prior to HDFC, he worked at New Vernon Advisory Services and started his career at ING Barings in India.

Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small & Mid-Cap companies. The asset allocation of the Scheme's portfolio will be as follows: Equity & equity related securities of Small-Cap companies (0 - 15%) & Mid-Cap companies (75 - 100%): 75 - 100%, Equity & equity related securities other than the above: 0 - 25%, Debt & Money Market Securities: 0 - 25%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/05/2015 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.9%
2017 41.7% 17.1% 3.9% 2.7% 13.4%
2016 11.4% -5.1% 11.0% 12.9% -6.4%
2015 5.8% 1.8% 0.8% 1.0% 2.1%
2014 76.6% 10.1% 29.9% 9.1% 13.2%
2013 9.6% -7.5% -0.3% -3.1% 22.7%
2012 39.6% 22.7% -1.7% 10.4% 4.9%
2011 -18.3% -7.6% 6.9% -6.3% -11.7%
2010 32.1% 5.9% 9.2% 13.7% 0.6%
2009 94.4% -7.6% 51.7% 24.5% 11.5%
2008 -51.5% -27.7% -12.1% -0.7% -23.3%
2007 21.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India
  3. United Arab Emirates

Fund Info

  • Launch date05/07/2007
  • Share Class size156,519Mn
  • Base currencyINR
  • ISIN INF179K01CR2

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).