HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
Very High Risk
Equity
5 Star
₹207.64
-1.13%1D Change
21.37%p.a.
Very High Risk
Equity
5 Star
₹207.64
-1.13%1D Change
21.37%p.a.
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
₹207.64
-1.13%1D
21.37%p.a.
Returns calculator
Investment Type
Fund overview
- Rating5 Star
- Expense ratio0.77%
- Exit Load1% within 365 days
- AUM (Fund size)₹79,717.67 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹100 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| Treps - Tri-Party Repo | 8.35% |
| Max Financial Services Ltd | 4.81% |
| The Federal Bank Ltd | 3.24% |
| Coforge Ltd | 3.22% |
| Balkrishna Industries Ltd | 2.94% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Midcap Fund Direct Pl... | ₹ 15,029 Cr | ₹115.38 | 1.37% | Very High |
| Edelweiss Mid Cap Fund Di... | ₹ 10,028 Cr | ₹115.57 | -1.22% | Very High |
| Motilal Oswal Midcap Dire... | ₹ 30,401 Cr | ₹113.97 | -1.15% | Very High |
| Nippon India Growth Fund ... | ₹ 36,836 Cr | ₹4414.99 | -1.32% | Very High |
NAV History - HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth Option
FUND | HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth Option |
|---|---|
| NAV (Jun 19, 2025) | ₹207.64 |
| Class | Equity | Mid-Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Chirag Setalvad, Dhruv Muchhal |
FUND | HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth Option |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| HDFC Mid-Cap Opportu... | -1.19% | 2.35% | 14.42% | -0.46% | 6.67% | 33.65% |
About HDFC Asset Management Co Ltd
HDFC Mutual Fund started as a joint venture between Housing Development Finance Corporation Limited and Standard Life Investments Limited on December 10, 1999. It has Housing Development Finance Corporation Limited and Standard Life Investments Limited as the sponsors. HDFC Trustee Company Limited is the trustee.
HDFC Asset Management Co Ltd Details
- No. of schemes130
- Total AUM₹415,566.1 Crore
- AddressMorgan Stanley Investment Management Pvt.Ltd., One Indiabulls Centre, Tower 2, Mumbai, Maharashtra, 400 013
- Phone+91 22 61182929
Pros & Cons
Robust Long-Term Returns
5-year CAGR of 34.5–35.19%, outperforming Nifty Midcap 150 TRI (33.1%).
Diversified Mid-Cap Focus
92% in equities, 65%+ in mid-cap stocks across Financials, Auto, and Healthcare.
Consistent Performance
Strong stock selection by experienced management, delivering above-average returns.
High Volatility
Standard deviation of 18.10, reflecting mid-cap market sensitivity.
Short-Term Underperformance
1-year return of 10.5–12.2%, trailing some peers and category average.
Higher Expense Ratio
Expense ratio of 1.4%, higher than Direct Plan (0.79–0.89%), reducing net returns.
Start your investment
(as per historical returns)
