Want to invest in mutual funds but don’t know how to go about it?
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Get all your mutual fund related queries answered by our expert, Himanshu Srivastava, senior research analyst, Morningstar Advisers India, on our show Mutual Fund Corner.
Q: Please share your views on HDFC Midcap Opportunities, asks Paresh Sawadh?
A: Risk capability is just one aspect while deciding on the funds to invest in. The ideal way to do is to have a plan in place before you start investing. Generally speaking, for an investor with a high risk appetite, the ideal asset allocation can be 75 percent equity and 25 percent fixed income investments. Within equities, one can have 60 percent in large caps and 40 percent in mid/small caps.
| Group/Investment | Morningstar Analyst Rating | Morningstar Rating Overall | Returns (%) | ||
| 1-Yr | 3-Yr | 5-Yr | |||
| HDFC Mid-Cap Opportunities Gr | Gold | ÙÙÙÙÙ | -8.71 | 11.08 | 22.91 |
| IISL Nifty Midcap 100 TR | -11.31 | 10.35 | 19.29 | ||
| Category Average | -10.81 | 8.36 | 20.62 | ||
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