Wealth Vruddhi

HDFC Mid-Cap Opportunities Fund(G)

As on Nov-14-2024 change fund

181.84

1.25 (0.69%)

fund objective

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.There is no assurance that the investment objective of the Scheme will be realized.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	39.02	73.41	90.79	99.75	156.82
Net Assets(Rs Crores) (as on 31-Mar-2024)	16304.12	26471.11	31309.44	35172.92	60417.99
Scheme Returns(%)(Absolute)	-30.77	91.88	22.10	8.95	56.70
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	188/234	53/218	87/204	2/31	5/29

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	14.47	8.37	NA	NA
2023-2024	19.30	10.95	12.18	5.88
2022-2023	-7.97	17.20	4.70	-2.70
2021-2022	12.53	10.15	0.34	-0.56
2020-2021	22.21	14.25	19.78	12.49

Top 10 holdings

company	(%)
Max Financial Services Ltd.	4.14
The Indian Hotels Company Ltd.	3.84
The Federal Bank Ltd.	3.42
Ipca Laboratories Ltd.	3.35
Coforge Ltd.	3.15
Balkrishna Industries Ltd.	2.97
Indian Bank	2.87
Apollo Tyres Ltd.	2.82
Hindustan Petroleum Corporatio...	2.65
Persistent Systems Ltd.	2.57

Top 10 sectors

sectors	(%)
Pharmaceuticals & Drugs	8.74
IT - Software	8.55
Bank - Private	6.51
Tyres & Allied	6.19
Bank - Public	4.36
Finance - Others	4.14
Hospital & Healthcare Services	4.02
Hotel, Resort & Restaurants	3.99
Chemicals	3.25
Finance - NBFC	2.93

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	75,037.43	34.68	23.98	28.29	18.18	18.14
Motilal Oswal Midcap Fund-Reg(G)	Large-Growth	24-Feb-2014	20,055.68	57.78	30.30	30.89	20.06	24.20
Nippon India Growth Fund(G)	Large-Growth	08-Oct-1995	33,922.40	37.17	21.89	28.65	17.84	22.76
Edelweiss Mid Cap Fund-Reg(G)	Large-Growth	26-Dec-2007	7,677.01	44.67	21.79	28.96	18.89	14.25
Quant Mid Cap Fund(G)	Large-Growth	26-Feb-2001	8,940.54	27.84	21.36	31.09	18.04	13.82
Mahindra Manulife Mid Cap Fund-Reg(G)	Large-Growth	30-Jan-2018	3,340.74	37.86	21.21	27.18	NA	18.73
Sundaram Mid Cap Fund-Reg(G)	Large-Growth	19-Jul-2002	12,350.49	38.58	20.81	23.69	15.87	24.38
Invesco India Midcap Fund(G)	Large-Growth	19-Apr-2007	5,624.96	44.66	20.38	26.71	17.74	17.06
Kotak Emerging Equity Fund(G)	Large-Growth	30-Mar-2007	50,627.29	38.53	20.21	26.81	18.82	15.59
HSBC Midcap Fund-Reg(G)	Large-Growth	09-Aug-2004	11,767.99	41.04	20.00	23.53	16.93	19.56
Tata Mid Cap Growth Fund-Reg(G)	Large-Growth	01-Jul-1994	4,443.96	31.09	18.01	24.52	16.74	13.06
Franklin India Prima Fund(G)	Large-Growth	01-Dec-1993	12,318.31	39.68	17.87	22.60	16.07	19.70
ITI Mid Cap Fund-Reg(G)	Large-Growth	05-Mar-2021	1,109.96	40.49	17.70	NA	NA	21.02
ICICI Pru Midcap Fund(G)	Large-Growth	28-Oct-2004	6,330.47	38.96	16.98	23.86	15.28	17.94
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Large-Growth	02-May-2006	2,143.12	32.42	16.87	24.79	16.20	13.06
SBI Magnum Midcap Fund-Reg(G)	Large-Growth	29-Mar-2005	21,406.76	26.82	16.33	26.58	16.23	17.25
Mirae Asset Midcap Fund-Reg(G)	Large-Growth	29-Jul-2019	16,576.59	28.05	15.54	25.25	NA	25.74
Union Midcap Fund-Reg(G)	Large-Growth	23-Mar-2020	1,350.50	30.22	15.49	NA	NA	37.87
LIC MF Midcap Fund(G)	Large-Growth	25-Jan-2017	315.42	35.86	15.20	22.52	NA	14.24
Aditya Birla SL Midcap Fund(G)	Large-Growth	03-Oct-2002	6,014.70	32.32	15.09	22.83	14.83	21.56
Taurus Mid Cap Fund-Reg(G)	Large-Growth	05-Sep-1994	129.21	21.11	14.59	22.11	15.28	8.48
UTI Mid Cap Fund-Reg(G)	Large-Growth	30-Jul-2005	11,894.38	28.11	14.10	24.36	14.85	16.35
DSP Midcap Fund-Reg(G)	Large-Growth	14-Nov-2006	19,015.30	31.15	13.66	20.24	15.59	15.81
Axis Midcap Fund-Reg(G)	Large-Growth	18-Feb-2011	30,008.06	35.25	13.61	22.04	16.31	18.80
PGIM India Midcap Opp Fund-Reg(G)	Large-Growth	02-Dec-2013	10,942.72	23.99	10.31	27.92	15.59	17.88
JM Midcap Fund-Reg(G)	Large-Growth	21-Nov-2022	1,691.09	40.04	NA	NA	NA	36.73
WOC Mid Cap Fund-Reg(G)	Large-Growth	07-Sep-2022	2,541.52	38.35	NA	NA	NA	30.61
Bandhan Midcap Fund-Reg(G)	Large-Growth	18-Aug-2022	1,493.79	37.30	NA	NA	NA	26.02
Canara Rob Mid Cap Fund-Reg(G)	Large-Growth	02-Dec-2022	2,661.01	31.29	NA	NA	NA	26.47

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