Mid-cap fund for every market condition | HDFC Mid-Cap Opportunities Fund Review

With assets of over Rs 60,000 crore, HDFC Mid-Cap Opportunities Fund is the largest actively managed equity fund. But despite its size, the fund has not only generated good returns but also consistently outperformed its benchmark. A monthly SIP of Rs 10,000 in this fund would have turned your 12 lakh investment into a corpus of more than 37 lakh in the last 10 years. That’s an XIRR of 21.39%. Another feather in its cap is the tenure of its fund manager, Chirag Setalvad. HDFC Mid-Cap Opportunities is one of the few funds with the same fund manager for more than 15 years.

So, considering its track record, does this fund deserve to be part of your portfolio? Or will its large size affect its performance negatively? You will find the answers to these questions in this video. We have analysed the returns of this scheme and tried to shortlist factors that are driving them. So, if you have invested in this scheme or if you are planning to invest in a mid-cap fund, watching this video could be quite helpful.

Chapters

00:00 Introduction
02:28 Best Midcap fund?
03:50 Falls less when markets correct
04:46 The secret sauce

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[arnabbhattacharya]

I'm in this fund since Feb 2017 with step up sip, decent returns 😊

[universalinformation]

Why is this better than Quant and Motilal oswal

[rohanp]

Can you please do something like this for small cap mutual funds too ??

[sp-yeht]

A better video would have been on best midcap funds derived by comparing different metrics instead of only on HDFC midcap..

[kalyanmukherjee]

Can you pl।advise on hdfc flexi cap fund

[dinushiv]

Yes true it is a reliable fund. I have been holding since its IPO though I had got in and out of a portion a few times. Had I just held on and just added I could have had better returns

[saketlal]

Why not compare top 5 funds that have completed 10 years n compare their rolling returns against that of the index?

[shaun]

This particular fund shows Consistency of Returns as 3.5 and Volatility of 3. So why you have chosen this ?

[anshudhar]

Please consider to review HDFC non-cyclical Consumer fund & ICICI Prudential Bharat 22 FOF

[seenubadavath]

I have invested lumpsum 50k in midcap in PGIM midcap fund. Now i want to withdraw/exit from this fund ?? What is your suggestions?? I dont want to continue further by taking its return?? Plzz reply

[Hello-yy]

Hi, I m investing in pgim mid cap fund 8000 rs every month. My plan is for 10 years. Now the fund performance is not that great but it has quality stocks. Do I need to devide 8000 and invest 4000 into hdfc midcap fund ? Pls suggest

[anoopverma]

I am doing SIP in this fund for last 7 years

[sourabhmayekar]

The way u have spread advertisement over the video is annoying.
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