HDFC Mid-Cap Opportunities Fund: 54% return in last one year, performance analysis and top holdings
HDFC Mid-Cap Opportunities Direct Plan Growth is a Mid Cap mutual fund scheme offered by HDFC Mutual Fund. This fund has been in operation for 11 years having been founded on January 1, 2013. HDFC Mid-Cap Opportunities Direct Plan-Growth has ₹70,570 Crores in assets under management (AUM), making it a medium-sized fund within its category. The fund has a 0.76% cost ratio, which is more than most other Mid Cap funds.
The majority of the fund’s money is invested in the financial, capital goods, healthcare, technology and automobile industries. It has less exposure to the financial and capital goods industries than other funds in the category.
HDFC Mid-Cap Opportunities Direct Plan Growth Performance
The growth returns over the last year for the HDFC Mid-Cap Opportunities Direct Plan are 53.40%. It has generated returns an average of 22.85% annually since launch. Every two years, the fund doubles the amount invested in it.
The rate of returns offered by the HDFC Mid-Cap Opportunities Direct Plan-Growth plan is similar to that of the majority of funds in its category. It has a strong capacity to control losses in a sinking market.
HDFC Mid-Cap Opportunities Direct Plan Growth Returns
| Period | This fund | Category average |
|---|---|---|
| 1 month | 4.22% | 4.6% |
| 3 months | 15.45% | 18.61% |
| 6 months | 21.73% | 24.81% |
| 1 year | 54.01% | 56.9% |
| 3 years | 30.46% | 26.69% |
| 5 years | 29.42% | 28.7% |
HDFC Mid-Cap Opportunities Direct Plan Growth Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
The Indian Hotels Company Ltd.
|
Services | Equity | 3.97% |
|
Max Financial Services Ltd.
|
Financial | Equity | 3.13% |
|
The Federal Bank Ltd.
|
Financial | Equity | 3.06% |
|
Balkrishna Industries Ltd.
|
Automobile | Equity | 3.02% |
|
Apollo Tyres Ltd.
|
Automobile | Equity | 2.97% |
HDFC Mid-Cap Opportunities Direct Plan Growth Suitability
You may anticipate returns from fixed income options and profits that easily surpass the rate of inflation when you invest for a period of seven years or more.
This is a fund that invests in mid-size companies. When stock prices fall, such funds suffer more than those that invest in larger firms. There will thus be more severe ups and downs along the way, even though you may anticipate greater profits in the long run.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.