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HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

HDFC Mid - Portfolio Analysis

  • ₹188.99 (0.19%)

    Current NAV 24-12-2024

  • 30.22%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Oct-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 92.1%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 66.6
Small Cap 17.64
Large Cap 7.86

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Pharmaceuticals & Biotechnology

IT - Software

Auto Components

Industrial Products

Finance

Insurance

Consumer Durables

Leisure Services

Healthcare Services

Chemicals & Petrochemicals

Telecom - Services

Petroleum Products

Construction

Ferrous Metals

Financial Technology (Fintech)

Cement & Cement Products

Agricultural Food & other Products

Personal Products

Textiles & Apparels

Transport Services

Capital Markets

Commercial Services & Supplies

Gas

Aerospace & Defense

Fertilizers & Agrochemicals

Beverages

Agricultural, Commercial & Construction Vehicles

Printing & Publication

Media

Cigarettes & Tobacco Products

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
24-Dec-2024
Holdings PE Ratio
24-Dec-2024
1Y Return
Max Financial Services Ltd. Mid Cap Insurance (20.92) 4.14% 109.92 16.83%
Indian Hotels Company Ltd. Mid Cap Leisure Services (82.97) 3.84% 73.6 96.78%
The Federal Bank Ltd. Mid Cap Banks (18.92) 3.42% 11.74 28.32%
Ipca Laboratories Ltd. Mid Cap Pharmaceuticals & Biotechnology (48.93) 3.35% 60.88 49.64%
Coforge Limited Mid Cap IT - Software (38.14) 3.15% 78.89 49.5%
Balkrishna Industries Ltd. Mid Cap Auto Components (28.31) 2.97% 33.19 11.9%
Indian Bank Mid Cap Banks (11.11) 2.87% 7.38 31.25%
Apollo Tyres Ltd. Mid Cap Auto Components (30.44) 2.82% 20.64 -6.8%
Hindustan Petroleum Corp. Ltd. Mid Cap Petroleum Products (16.19) 2.65% 20.88 67.41%
Persistent Systems Limited Mid Cap IT - Software 2.57% - 0%
Aurobindo Pharma Ltd. Mid Cap Pharmaceuticals & Biotechnology (48.93) 2.43% 20.45 18.28%
Tata Communications Limited Mid Cap Telecom - Services (85.39) 2.41% 174.94 65.69%
Max Healthcare Institute Limited Mid Cap Healthcare Services (97.67) 2.07% 104.4 75.22%
Fortis Healthcare Limited Mid Cap Healthcare Services (97.67) 1.94% 78.68 74.88%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Finance (28.81) 1.9% 14.97 -1.29%
Jindal Steel & Power Ltd. Large Cap Ferrous Metals (23.76) 1.84% 19.01 29.85%
AIA Engineering Ltd. Mid Cap Industrial Products (22.93) 1.82% 30.17 -4.29%
Glenmark Pharmaceuticals Ltd. Mid Cap Pharmaceuticals & Biotechnology (48.93) 1.75% -49.48 82.99%
PB FINTECH LIMITED (Policy Bazaar) Mid Cap Financial Technology (Fintech) (76.58) 1.61% 615.37 84.19%
SKF India Ltd. Small Cap Industrial Products (45.59) 1.61% 43.01 -3.49%
Oracle Financial Ser Software Ltd. Mid Cap IT - Software (38.14) 1.53% 42.73 191.45%
Crompton Greaves Consumer Elec. Ltd. Small Cap Consumer Durables (96.58) 1.5% 50.74 30.86%
Union Bank of India Large Cap Banks (11.11) 1.49% 5.9 0.3%
Au Small Finance Bank Ltd. Mid Cap Banks (17.76) 1.49% 0 95.96%
Sundram Fasteners Ltd. Small Cap Auto Components (36.15) 1.43% 41.31 -14.64%
Cummins India Ltd. Mid Cap Industrial Products (47.77) 1.42% 48.02 67.65%
ACC Ltd. Mid Cap Cement & Cement Products (51.96) 1.39% 19.09 -0.68%
Power Finance Corporation Ltd. Large Cap Finance (15.57) 1.38% 7.03 16.74%
Marico Ltd. Mid Cap Agricultural Food & other Products (101.43) 1.34% 23.47 -0.76%
Dixon Technologies (India) Ltd. Mid Cap Consumer Durables (277.44) 1.31% 150.4 176.65%
MphasiS Limited. Mid Cap IT - Software (19.56) 1.3% 0 0%
Gland Pharma Ltd. Mid Cap Pharmaceuticals & Biotechnology (48.93) 1.22% 42.28 -5%
Solar Industries India Ltd. Mid Cap Chemicals & Petrochemicals (26.29) 1.2% 0 14.53%
KEC International Ltd. Small Cap Construction (26.89) 1.19% 213.91 49.58%
Delhivery Limited Mid Cap Transport Services (40.92) 1.02% 3195 -9.26%
Karur Vysya Bank Ltd. Small Cap Banks (18.92) 1% 0 29.2%
Star Health and Allied Insurance Company Ltd Mid Cap Insurance (47.58) 0.98% 0 -7.15%
Supreme Industries Ltd. Mid Cap Industrial Products (44.78) 0.96% 55.58 5.17%
Nippon Life India Asset Management Limited Mid Cap Capital Markets (40.43) 0.94% 36.1 65.15%
Redington Ltd. Small Cap Commercial Services & Supplies (17.91) 0.92% 13.47 18.31%
KNR Construction limited. Small Cap Construction (42.12) 0.91% 8.09 22.24%
GUJARAT FLUOROCHEMICALS LIMITED Mid Cap Chemicals & Petrochemicals (67.77) 0.86% 116.14 21.52%
REC Limited. Large Cap Finance (15.57) 0.77% 8.98 24.84%
Symphony Ltd. Small Cap Consumer Durables (277.44) 0.74% 38.96 50.19%
Indraprastha Gas Ltd. Mid Cap Gas (22.65) 0.71% 15.02 -2.98%
Emami Ltd. Small Cap Personal Products (59.61) 0.7% 33.76 20.73%
Tata Chemicals Ltd. Small Cap Chemicals & Petrochemicals (19.71) 0.65% -78.21 4.51%
Cholamandalam Investment & Finance Co. Ltd. Large Cap Finance (26.13) 0.62% 28.3 41.05%
City Union Bank Ltd. Small Cap Banks (18.92) 0.61% 0 19.17%
Arvind Limited Small Cap Textiles & Apparels (33.29) 0.56% 36.73 56.6%
Greenlam Industries Ltd. Small Cap Consumer Durables (56.95) 0.56% 57.8 1.17%
Aarti Industries Ltd. Small Cap Chemicals & Petrochemicals (67.77) 0.54% 33.86 -30.48%
Bharat Electronics Ltd. Large Cap Aerospace & Defense (47.38) 0.53% 47.01 66.97%
Cholamandalam Financial Holdings Ltd. Small Cap Finance (37.06) 0.52% 12.8 36.73%
Vesuvius India Ltd. Small Cap Industrial Products (46.76) 0.52% 0 34.14%
Timken India Ltd. Small Cap Industrial Products (47.08) 0.49% 0 0.36%
Vardhman Textiles Ltd. Small Cap Textiles & Apparels (28.45) 0.48% 22.29 39.53%
Godrej Consumer Products Ltd. Large Cap Personal Products (59.61) 0.45% -297.51 0.29%
Dilip Buildcon Ltd. Small Cap Construction (18.18) 0.41% 17.9 119.29%
Five-Star Business Finance Limited Small Cap Finance (28.81) 0.4% 0 10.9%
Ceat Ltd. Small Cap Auto Components (28.31) 0.4% 21.86 27.55%
United Spirits Limited Large Cap Beverages (30.79) 0.4% 0 0%
Bosch Limited Large Cap Auto Components (36.15) 0.38% 48.77 59.48%
ESCORTS LTD. Mid Cap Agricultural, Commercial & Construction Vehicles (39.71) 0.37% 30.61 6.4%
Sona Blw Precision Forgings Mid Cap Auto Components (42.82) 0.37% 64.91 2.55%
Navneet Education Ltd. Small Cap Printing & Publication (54.51) 0.3% 13.39 75.62%
Greenpanel Industries Limited Small Cap Consumer Durables (30.31) 0.27% 30.89 -2.48%
Bharti Hexacom Limited Mid Cap Telecom - Services 0.26% - 0%
Greenply Industries Ltd. Small Cap Consumer Durables (30.31) 0.25% 37.26 37.48%
Coromandel International Limited Mid Cap Fertilizers & Agrochemicals (15.82) 0.22% 18.4 18.6%
Dhanuka Agritech Ltd. Small Cap Fertilizers & Agrochemicals (34.39) 0.22% 25.45 45.99%
Mahindra Holidays & Resorts Ind Ltd. Small Cap Leisure Services (82.97) 0.16% 64.39 -0.96%
Jagran Prakashan Ltd. Small Cap Media (24.51) 0.12% 10.03 -8.98%
Delta Corp Ltd. Small Cap Leisure Services (12.86) 0.11% 19.36 -21.41%
VST Industries Ltd. Small Cap Cigarettes & Tobacco Products (28.91) 0.07% 0 7.5%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for HDFC Mid?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for HDFC Mid?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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