Investment Objective
HDFC Mid Cap Fund, formerly HDFC Mid Cap Opportunities Fund, seeks to provide long-term capital appreciation to its investors by investing primarily in mid cap companies.
Investment Strategies
- HDFC Mid Cap Fund invests primarily in mid cap companies (65%-100%) through a robust investment process and the balance in small-cap & large-cap securities and debt instruments.
- The scheme focuses on companies with sustainable business models, sound financial strength and reasonable growth potential.
- The fund follows the bottom-up stock specific approach for its stock selection process.
- The fund focuses on good quality companies trading at acceptable valuations.
- The fund takes a long term approach towards investing, leading to lower portfolio turnover.
- The fund aims to stick to the circle of competence and maintain judicious diversification across stocks and sectors.
Who Should Invest
- Investors seeking long-term capital appreciation from equity investing.
- Those seeking to benefit from the high growth potential of mid cap companies.
- Those having a higher risk appetite and the ability to tolerate higher volatility associated with mid cap companies.