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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – HDFC Midcap Opportunities

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Name of the Fund: HDFC Midcap Opportunities (G)

Ranked #3 by CRISIL

Category: Small and Midcap

Expense Ratio: 2.42%

Risk Level: Medium

Benchmark: CNX Midcap

Objective: The aim of the fund is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small and mid-cap companies.

Returns (Annualized)

1-Year3-Year5-Year
33.18%14.39%28.21%

Our Review

HDFC Midcap Opportunities fund has made its inception in the year 2007. Since launch, it has delivered a phenomenal return of 13% annualized. It has also consistently beaten its benchmark as well as category average.

Top holdings of the fund include Aurobindo Pharma, IPCA, Supreme Industries, Mindtree and NIIT. Success of the fund lies in its great selection of sectors and quality stocks. It is a pioneer in the small and mid cap space.

  • bin

    A V suresh simply a copy and paste kind of person,

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