Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Wednesday, June 28, 2017

HDFC Mid-Cap Opportunities Fund


HDFC Mid-Cap Opportunities Fund - he 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 mid- and small-cap companies.


The twists and turns in mid-cap stocks haven't managed to faze this fund, which has been lodged at a four-star rating without a pause for the last seven years. The fund has earned a four- or five-star rating for the entire period since 2010. Usually parking about 75 per cent in mid-cap companies, the fund has the flexibility to invest up to 25 per cent in large caps. The fund uses this flexibility in a very selective manner. The style is growth at a reasonable price. The fund filters companies that are growing at about 15-20 per cent, with good cash-flow generation and acceptable return on equity.


HDFC Mid-Cap Opportunities Fund three-year CAGR, at 30.3 per cent, and five-year CAGR, at 25 per cent, are about 4-8 percentage points ahead of the benchmark CAGR and 3-4 percentage points more than the returns from the peers. What stands out in its yearly returns is its ability to weather any kind of bear market. In 2008, 2011 and 2013, this was a rare mid-cap fund to contain losses to levels far lower than those of its benchmark. The fund has trailed its benchmark on two occasions since inception and both were big bull years. This may be indicative of its cautious positioning on valuations, despite its growth style.


HDFC Mid-Cap Opportunities Fund  showed a slight slippage relative to the benchmark in 2015 but has pulled up its socks thereafter. The AUM has crossed Rs 14,000 crore in recent times. However, its size has so far not proved much of an impediment to performance.







Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. ICICI Prudential Long Term Equity Fund

5. Invesco India Tax Plan

6. Franklin India TaxShield 

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Sundaram Diversified Equity Fund



Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms


For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300





No comments:

Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications
Related Posts Plugin for WordPress, Blogger...

Popular Posts