HDFC Midcap Opportunities Fund
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What are Midcap Funds? • Midcap Funds are a type of equity mutual funds based on the criteria of market capitalization. • Such funds invests in the stocks of the companies that lies in the range between 101-250 on the basis of market capitalization. • These companies have strong fundamentals and therefore have high tendency to surpass big industrial giants in terms of growth. • For investing in these funds, an investor requires very high risk appetite.
An Overview of HDFC Midcap Opportunities Fund Type: Open-Ended Inception Date: 25th June, 2007 Benchmark: NIFTY Midcap 100 TRI AUM: Rs. 22,825 Crore (as on 31st May, 2019) Expense Ratio: 1.88% (as on 30th April, 2019) Exit Load: 1% (if redemption is made within 365 days) Minimum Lump Sum Investment: Rs. 5000 Minimum SIP Investment: Rs. 500
Investment Style of HDFC Midcap Opportunities Fund HDFC Midcap Opportunities Fund follows a blend style of investment and invests in a combination of growth and value stocks for generating superior returns. The midcap fund of HDFC Mutual Fund invests predominantly in the equity market for achieving high returns, but also diversify considerate portion of assets in the debt instruments for providing riskadjusted returns.
Portfolio Allocation of HDFC Midcap Opportunities Fund HDFC Midcap Opportunities Fund invests 92.2% of the assets in the equities and the remaining 8.07% in the debt market. In the equity market, 82.56% of the equities comprises of the mid cap stocks and the percentage allocation of small cap and large cap stocks are 12.80% and 4.64%, respectively. The fund invests in 67 stocks.
Allocation of Assets 8%
92%
Equity
Debt Assets
Sector Allocation of HDFC Midcap Opportunities Fund HDFC Midcap Opportunities Fund parks the accumulated assets in the large number of sectors. Financial Sector holds highest preference with 24.8% of the assets followed by other sectors such as, chemicals, engineering, healthcare, cons durable, etc. Deploying the assets in almost all the important sectors of Indian economy helps to grab the market opportunities across different sectors.
Sector Allocation 30
25
24.8 20
15
10
5
10.91
9.6
7.95 7.7
6.42 5.68 5.56 5.05
0
Percentage of Sector Allocation
4.06 2.63 1.84
Past Performance of HDFC Midcap Opportunities Fund The track record of HDFC Midcap Opportunities Fund has been amazing. The midcap fund of HDFC Mutual Fund has surpassed its benchmark and category's average by a huge margin in terms of long term capital appreciation. Below is the table that showcases the glimpse of the past performance: Annualized Returns
5-Year
7-Year
10-Year
HDFC Midcap Opportunities Fund
14.21%
19.64%
19.68%
Benchmark
11.65%
15.47%
12.15%
Category's Average
13.31%
18.84%
16.40%
Interesting Facts of HDFC Midcap Opportunities Fund Highest AUM Among Midcaps: HDFC Midcap Opportunities Fund has the highest asset under management among all the peer competitors in the midcap category. Lowest Expense Ratio: The expense ratio of the midcap fund is 1.88% which is lowest among all. Thus, an investor can accumulate more wealth by starting the SIP plan in this mutual fund scheme. Rank 1 in Long Run: The 10-year annualzied returns of HDFC Midcap Opportunities Fund is 19.68% which makes it the best midcap fund in India in terms of capital appreciation in the long run.
HDFC Midcap Opportunities Fund: Fund Manager Mr. Chetan Setalvad: He is a senior fund manager at HDFC Asset Management Company having great expertise in equity market. Mr. Setalvad has been associated with this scheme from 2007. He is a B.Sc graduate and has done his MBA from University of Noth Carolina. Mr. Amar Kalkundrikar: Addition of Mr. Kalkundrikar in 2019 has strengthened the management team of HDFC Midcap Opportunities Fund. He has over 13 years of experience in the equity research and portfolio management.
Conclusion HDFC Midcap Opportnities Fund is one of the best midcap funds which is providing an opportunity of achieving financial goals to the investors. The midcap fund of HDFC Mutual Fund has all the characteristics of the best mutual fund that should find its place in your portfolio. Thus, start the mutual fund investment at www.mysiponline.com and enjoy the returns. Stop Saving, Start Investing!
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Disclaimer: Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing .