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

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49.8 هزار بار بازدید - 6 ماه پیش - With assets of over Rs
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.

Link to the fund-analysis playlist: Reviewing the Best Mutual Funds

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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6 ماه پیش در تاریخ 1402/12/24 منتشر شده است.
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