Fund Ka Parichay
HDFC Mid-Cap Opportunities Fund ek pramukh equity mutual fund hai jo mukhyataya mid cap stocks mein invest karta hai. Iska mool uddeshya long-term capital growth hai, jismein 65% se adhik investment mid cap companies mein ki jati hai. Fund ka benchmark NIFTY Midcap 150 TRI hai, jo iske performance ko mapne ka ek mukhya maapdand hai. Is fund ko 25 June 2007 ko launch kiya gaya tha, aur aaj iska AUM lagbhag ₹73,510 Cr hai. Yeh fund apne diversified portfolio ke saath market ki assthirata ke bawajood acchi performance dikhata hai aur niveshak ke liye ek vishwasniya vikalp pradan karta hai.
Performance Ki Jankari
HDFC Mid-Cap Opportunities Fund ne apne inception ke baad se lagatar 17.31% ki CAGR (Compound Annual Growth Rate) achieve ki hai. Vartaman mein, fund ka 1-year return 7.69%, 3-year return 25.12%, aur 5-year return 25.0% ke roop mein darj kiye gaye hain. Yeh performance metrics fund ke robust investment strategy aur mid cap stocks ke uchch growth potential ko darshate hain, jo is fund ko ek accha long-term investment banata hai.
Fund Data Table – Performance Highlights
| Parameter | Value/Details |
|---|---|
| Launch Date | 25-Jun-2007 |
| NAV (Feb 19, 2025) | ₹169.36 |
| 1-Year Return | 7.69% |
| 3-Year Return | 25.12% |
| 5-Year Return | 25.0% |
| Since Inception | 17.31% CAGR |
| Benchmark | NIFTY Midcap 150 TRI |
Yeh figures reputed financial sources se liye gaye hain, jo fund ke track record ko spasht roop se darshata hai.
Portfolio Breakdown Aur Asset Allocation
Is fund ka portfolio 91.91% equity aur 8.09% cash mein invest hota hai. Market cap distribution ke hisaab se, fund mein 65.09% mid cap stocks, 20.95% small cap stocks, aur 5.87% large cap stocks ka vitaran hai. Fund ke pramukh holdings mein Max Financial Services Ltd. (3.86%), The Indian Hotels Company Ltd. (3.70%), Coforge Ltd. (3.38%), Balkrishna Industries Ltd. (3.31%), aur The Federal Bank Ltd. (3.26%) shamil hain. In diversified holdings ke saath, fund market ke utar-chadhav ko asani se manage kar pata hai aur niveshak ko sustainable returns pradan karta hai.
Antim Vishleshan
HDFC Mid-Cap Opportunities Fund ne apne diversified asset allocation aur strong historical returns ke zariye mid cap segment mein ek promising investment option ke roop mein apni sthiti mazboot ki hai. Yeh fund un niveshak ke liye upyogi hai jo lambe samay tak invest karke market ke ups and downs se uchch returns ki ummeed rakhte hain. Fund ki balanced investment strategy aur disciplined management ke kaaran, aasha ki ja sakti hai ki yeh fund aage chal kar sustainable aur attractive returns generate karega.
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।
