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HDFC Mid-Cap Opportunities Fund Growth INF179K01CR2

NAV / 1-Day Return
171.52 / -2.47%
Total Assets
779.7 Bil
Inception Date
Jun 25, 2007
Expense Ratio
1.390%
Fee Level
Load
Multiple
Category
India Fund Mid-Cap
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Open
TTM Yield
0.00%
Turnover
18%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
5.81 11.35 41.66 -11.20 0.20 21.75 39.91 12.29 44.47 28.62 -9.96
Category
9.21 5.42 47.90 -11.99 2.25 23.92 44.79 2.60 38.12 28.43 -11.61
Index
0.99 3.19 36.29 -2.11 9.69 19.99 32.84 2.47 26.07 15.94 -6.19
Quartile Rank
Quartile Rank is fourth Quartile Rank is first Quartile Rank is fourth Quartile Rank is second Quartile Rank is third Quartile Rank is third Quartile Rank is fourth Quartile Rank is first Quartile Rank is first Quartile Rank is second Quartile Rank is first
Percentile Rank
79 19 81 37 61 65 76 6 13 46 11
# of Invest. in Cat.
192 189 268 156 168 163 166 162 190 192 194
Category Name
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap

Articles related to this fund


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 91.93 0.00 91.93 95.23 100.00
Fixed Income 0.00 0.00 0.00 0.04 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 8.07 0.04 8.11 4.83 0.00
Other 0.00 0.00 0.00 0.03 0.00

Stock Style

People

Inception Date
Jun 25, 2007
Number of Managers
2
Longest Tenure
17.7 Years
Average Tenure
9.7 Years
Advisor(s)
HDFC Asset Management Co Ltd

Management Team

Jun 25, 2007 –Present
Jun 22, 2023 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
79 0
Bond Holding
0 0
Other Holding
2 1
Total Holding
81 1
Equity Holdings
79
Bond Holdings
0
Other Holdings
2
Total Holdings
81
% Assets in Top 10 Holdings
32
Reported Turnover %
18.46
As of 03 / 31 / 24
Women Directors %
19
Women Executives %
7
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
3.86 Oct 31, 2014 28,383,304,000
INR Indian Rupee
7.25 Financial Services
3.70 Mar 31, 2016 27,202,752,000
INR Indian Rupee
40.58 50.76 Consumer Cyclical
3.38 Jun 30, 2022 24,825,597,000
INR Indian Rupee
25.67 Technology
3.31 Mar 31, 2012 24,340,892,000
INR Indian Rupee
16.18 Consumer Cyclical
3.26 Oct 31, 2009 23,930,118,000
INR Indian Rupee
25.51 Financial Services
3.11 Jul 31, 2007 22,833,485,000
INR Indian Rupee
19.03 Healthcare
2.95 Dec 31, 2012 21,673,533,000
INR Indian Rupee
35.63 Technology
2.77 Oct 31, 2011 20,351,303,000
INR Indian Rupee
-1.27 Financial Services
2.69 Sep 30, 2021 19,786,445,000
INR Indian Rupee
0.25 Energy
2.49 Sep 30, 2012 18,319,453,000
INR Indian Rupee
-16.95 13.46 Consumer Cyclical
Holdings as of Jan 31, 2025 | The top 81 largest holdings are available for display across Equity, Bond and Other.


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