HDFC Mid-Cap Opportunities Fund Kya Hai?
HDFC Mid-Cap Opportunities Fund ek open-ended equity mutual fund hai jo mukhyataya mid cap stocks mein invest karta hai. Is fund ka mukhya uddeshya long-term capital appreciation ya income pradan karna hai, jismein kam se kam 65% assets mid cap companies mein lagaye jate hain. Yeh scheme HDFC Mutual Fund ke dwara 25 June 2007 se launch hui hai aur aaj is fund ka AUM lagbhag ₹73,510 Cr hai. Vartaman market ki assthirata ke bawajood, yeh fund apne diversified portfolio aur strong management ke kaaran niveshak ke beech apni ek alag pahchan bana chuka hai. Is fund ki investment policy ne market ke utar-chadhav ko dhyan mein rakhte hue, niveshak ko lambe samay tak acchi returns dene mein madad ki hai.
Fund Ki Mukhya Visheshataen
HDFC Mid-Cap Opportunities Fund ko Equity – Mid Cap category mein vargikrit kiya gaya hai. Iska benchmark NIFTY Midcap 150 TRI hai, jo fund ke performance ko mapne ka ek mukhya maapdand hai. Fund ka expense ratio 1.4% hai (As on Jan 31, 2025) aur iska current NAV 19 February 2025 tak ₹169.36 par record kiya gaya hai. Recent performance ke anusar, is fund ne 1-year return ke roop mein 7.69%, 3-year return mein 25.12%, aur 5-year return mein 25.0% darj kiye hain. Risk level “Very High” hone ke bawajood, disciplined long-term investment se yeh mid cap mutual fund market volatility ke bawajood acchi returns pradan kar sakta hai. Minimum investment ₹100 se shuru hoti hai, chahe aap SIP ya lumpsum mode mein invest karein.
Current Fund Data Table
| Parameter | Value/Details |
|---|---|
| Launch Date | 25-Jun-2007 |
| Current NAV (Feb 19, 2025) | ₹169.36 |
| Expense Ratio | 1.4% |
| Total Assets (AUM) | ₹73,510 Cr |
| 1-Year Return | 7.69% |
| 3-Year Return | 25.12% |
| 5-Year Return | 25.0% |
| Category | Equity – Mid Cap |
| Benchmark | NIFTY Midcap 150 TRI |
| Minimum Investment | ₹100 |
Data sourced from reputed platforms such as Moneycontrol, Morningstar, and ET Money.
Fund Ka Portfolio & Asset Allocation
Is fund ka portfolio 91.91% equity aur 8.09% cash & cash equivalents mein vibhajit hai. Market cap distribution ke hisaab se, lagbhag 65.09% investment mid cap stocks mein, 20.95% small cap stocks mein, aur 5.87% large cap stocks mein ki gayi hai. Yeh vyavasthit allocation fund ko market volatility ke dauran bhi relative stability pradan karta hai, jisse niveshak ko lambe samay tak acchi returns milne ki sambhavana bani rehti hai.
Antim Vishleshan
HDFC Mid-Cap Opportunities Fund ne mid cap companies mein invest karke, lambe samay tak growth ka avsar pradan kiya hai. Yeh fund un niveshak ke liye bahut upyogi hai jo market ki assthirata ke bawajood apne portfolio ko diversify karna chahte hain aur acchi returns ki ummeed rakhte hain. Market ke vartaman trend aur global economic outlook ko dekhte hue, visheshagyaon ka maanna hai ki yeh fund aage chal kar aur bhi acchi performance de sakta hai. Agar aap disciplined aur long-term investment approach apnate hain, to yeh fund aapke portfolio ko ek nayi udaan de sakta hai.
Disclaimer:
The information provided on this blog is for informational and educational purposes only and does not constitute financial advice, an offer to buy or sell any securities, or any other form of professional recommendation. Although the data and opinions presented are derived from sources believed to be reliable, no representation is made regarding their accuracy or completeness. Readers are advised to conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions. The views expressed are solely those of the author and do not necessarily reflect the official stance of any organization or its affiliates.
Disclaimer (Hindi Translation):
अस्वीकरण:
इस ब्लॉग में दी गई जानकारी केवल सूचना और शैक्षिक उद्देश्यों के लिए है और इसे वित्तीय सलाह, किसी प्रतिभूति को खरीदने या बेचने का प्रस्ताव, या किसी अन्य प्रकार की पेशेवर सिफारिश के रूप में नहीं समझा जाना चाहिए। यद्यपि यहां प्रस्तुत आंकड़े और विचार विश्वसनीय स्रोतों पर आधारित माने जाते हैं, परंतु उनकी सटीकता या पूर्णता का कोई आश्वासन नहीं दिया जाता है। पाठकों से अनुरोध है कि वे अपने स्वयं के सत्यापन करें और कोई भी निवेश निर्णय लेने से पहले एक योग्य वित्तीय सलाहकार से परामर्श अवश्य लें। लेखक द्वारा व्यक्त की गई राय केवल उनके अपने विचार हैं और जरूरी नहीं कि यह किसी संगठन या उसके संबद्धों की आधिकारिक राय को दर्शाती हो।
