Fund Review – HDFC Mid-cap Opportunities Fund

India Infoline News Service | Mumbai | November 11, 2017 11:11 IST

HDFC Mid-cap Opportunities Fund is a equity mutual fund which primarily invest in mid-cap stocks to generate high returns for investors. It has a well-diversified portfolio with no more than ~10% exposure to any particular sector.

HDFC Mid-cap Opportunities Fund is a equity mutual fund which primarily invest in mid-cap stocks to generate high returns for investors.

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
Pharmaceuticals 6.75 -1.16
Bank - Public 6.51 23.49
Finance - NBFC 5.52 13.30
Tyres & Allied 4.91 -0.13
Allocation as of October 2017
 
In the last 5 years, the fund has consistently outperformed its benchmark, Nifty 50, and category return.
Scheme Name 1 Year 3 Years 5 Years
HDFC Mid-cap Opportunities Fund(G) 27.9 19.2 26.5
NIFTY 50 29.9 17.7 19.9
Category Return 27.3 17.6 23.7
1 year returns are absolute; Returns greater than 1 year are CAGR
Returns as on Nov 09, 2017; Source: ACE MF

 
Aggressive investors who want to take exposure to mid-cap stocks can invest in the fund to create wealth in long term.
 

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