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MCRecommendable#2 in categoryMODERATE BUYSecondary Pick

HDFC Mid Cap Opportunities

HDFC MF · Chirag Setalvad · benchmarked to Nifty MC150 TRI

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required
Prospera VerdictProspera Recommended

Prospera Score 68.2, rated Moderate Buy. Ranked 2 in its mid cap peer group and approved as Gate 5 conditional: it is 1.8 points below the Gate 5 threshold of 70 but still a Moderate Buy on every measure, so it is offered with that disclosed. Measured against 22 comparable mid cap funds on AMFI weekly Direct-plan NAVs to 30 Sep 2026 (5.0 years of history): largest fall from a peak 16.4%, 3-year return 15.4% a year. Chirag Setalvad has managed this fund since 2007.

Final Score68.2
1Y Return4.2%
3Y CAGR15.3%
5Y CAGR17.7%
AUM₹108.3K Cr
Expense Ratio0.60%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine, 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)2.6/10
3–6M price+flow vs benchmark
Consistency (10% weight)8.7/10
3Y/5Y quartile rank stability
Portfolio Quality (11% weight)6.0/10
PE, concentration, churn
Fund Mgr Quality (12% weight)7.0/10
Philosophy, communication, style drift
Valuation Risk (10% weight)7.0/10
Portfolio PE/PB vs category avg
Sector Tailwinds (9% weight)6.0/10
Policy/macro drivers 12-18M
Downside Protection (8% weight)9.6/10
Max DD, Sortino, bear markets
Outperformance Prob. (8% weight)6.0/10
Analyst 12M alpha probability
Mgr Tenure Score (8% weight)9.0/10
Years managing fund → 1-10 score
AMC Quality Score (6% weight)6.0/10
Research depth, AUM scale, compliance
AUM Trend Score (5% weight)6.0/10
Growing=9, Stable=6, Declining=3
Expense Ratio Score (4% weight)7.0/10
Inverse ER — lower cost = higher score
Thesis Strength (2% weight)6.0/10
Analyst 12-24M thesis conviction
Final Score68.2/100
Prospera Research

Why This Fund

Stance: max allocation

Prospera Score 68.2, rated Moderate Buy. Ranked 2 in its mid cap peer group and approved as Gate 5 conditional: it is 1.8 points below the Gate 5 threshold of 70 but still a Moderate Buy on every measure, so it is offered with that disclosed. Measured against 22 comparable mid cap funds on AMFI weekly Direct-plan NAVs to 30 Sep 2026 (5.0 years of history): largest fall from a peak 16.4%, 3-year return 15.4% a year. Chirag Setalvad has managed this fund since 2007.

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet, only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y AlphaN/A
5Y AlphaN/A
Max Drawdown16.4%
Sharpe (3Y)0.68
Sortino (3Y)0.89
Beta1.03
Alpha Consistency70%
Prospera Research

AMC & Manager Intelligence

HDFC MF
AAA — TIER 1
32-analyst research team · Clean — 0 violations

Second largest private AMC. Research team depth rivals ICICI Pru. Product quality across equity and debt is consistently top-quartile. HDFC brand provides distribution advantage. No compliance overhang.

Chirag Setalvad
VERY STRONG
14Y tenure · Quality Conservative · Confidence 8/10

14Y tenure across mid and small cap. Prudent style — won't chase momentum. This causes near-term underperformance vs aggressive peers but superior risk-adjusted compounding. AUM drag is the only concern.