As of October 2017, the fund has AUM of ~Rs 19,190 Cr. The fund has allocated 60% to mid-cap stocks, ~28% to large-cap stocks and ~10% in small-cap stocks.
It has a well-diversified portfolio with no more than ~10% exposure to any particular sector. Besides, it has also managed its concentration risk, top 10 stocks account for only ~25% of the AUM.
The fund have increased its holdings in public banks and NBFC while slightly deduces it holding in Pharma and Tyres companies
|Top 5 Sectors||% Asset||% MoM|
|Bank - Private||10.93||1.35|
|Bank - Public||6.51||23.49|
|Finance - NBFC||5.52||13.30|
|Tyres & Allied||4.91||-0.13|
|Scheme Name||1 Year||3 Years||5 Years|
|HDFC Mid-cap Opportunities Fund(G)||27.9||19.2||26.5|
Returns as on Nov 09, 2017; Source: ACE MF