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HDFC Mid-Cap Opportunities Fund

The biggest fund with assets of R3160 crore in the mid-cap category, has managed not to lose its plot despite its size. Its one-year return of 50.2 per cent places it ahead of many smaller (and more manoeuvrable) peers. What we like about this fund is its rock-solid position at the top half of its category since launch.

HDFC Mid-cap Opportunities has studiously avoided the temptation to drift and has actually stayed underweight in large-caps relative to its category with a 12-16 per cent exposure to blue-chips against the category's 15-20 per cent weights. It has also stayed cautious on the volatile small-caps. It is the fund's stock selection in the mid-cap category where it has parked 50-64 per cent of its portfolio in the last two years, which has paid off well.

This fund is growth oriented, and in HDFC Mutual Fund's trademark style, focuses on identifying companies that can grow at higher-than-industry rates. Size, however, has forced this fund to own a rather large number of stocks (64 at last count) with small weights in each. The latter probably helps control liquidity risks. Says Chirag Setalvad, fund manager: "Ideally, we want to buy good quality mid cap stocks that are available at a reasonable price and are run by competent management. The aim is to build a portfolio of companies that are growing at an above-average growth rate (15-20 per cent) with good cash flows and ROEs."

Consistency of returns and ability to navigate choppy markets well are this fund's USPs. These qualities were displayed to best effect in 2011, when the index fell by 31 per cent but this fund contained losses to 18.3 per cent and in 2013, when the fund rose by 9.6 per cent while its benchmark was in the red. Although the fund has just stayed ahead of its benchmark in the past six months, in the long run, the fund's good risk containment and participation in rallies has added up to a sizeable excess return. In the last five years, the fund has outpaced its benchmark by an impressive 10.7 per cent annually.

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