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HDFC Mid-Cap Opportunities Fund-Growth

Ranked 85 out of 307 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

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. Under normal circumstances the asset allocation will be as follows:-Equity and Equity Related Instruments of Mid Cap companies 65%-100% -Equity and Equity Related Instruments other than above 0%-35% -Debt Securities (including securitised debt) and money market instruments 0%-35% -Units issued by REITs and InvITs 0%-10%.

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

Performance

India over : 30/09/2015 - 30/09/2018
  • Rank 85/307 Total Return
  • Rank 255/307 Standard Deviation
  • Rank 179/307 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -7.9% -1.1% -5.3%
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 size219,520Mn
  • Base currencyINR
  • ISIN INF179K01CR2

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment300

Charges

  • Initial investment0.00%

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