HDFC Mid-Cap Opportunities Fund Growth
Very High Risk
Equity
4 Star
₹188.60
-0.3%1D Change
17.81%p.a.
Very High Risk
Equity
4 Star
₹188.60
-0.3%1D Change
17.81%p.a.
HDFC Mid-Cap Opportunities Fund Growth
₹188.60
-0.3%1D
17.81%p.a.
Returns calculator
Investment Type
Fund overview
- Rating4 Star
- Expense ratio1.42%
- Exit Load1% within 365 days
- AUM (Fund size)₹74,909.76 Crore
- Lock-in periodNo Lock-in
- Age17 yrs since Jun 25, 2007
- Min. investmentSIP ₹100 & Lump. ₹5000
- 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 | 7.51% |
| Max Financial Services Ltd | 4.45% |
| The Federal Bank Ltd | 3.36% |
| Balkrishna Industries Ltd | 3.34% |
| Indian Hotels Co Ltd | 3.31% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Motilal Oswal Midcap Dire... | ₹ 27,780 Cr | ₹113.76 | -0.21% | Very High |
| DSP Midcap Fund Direct Pl... | ₹ 15,029 Cr | ₹115.38 | 1.37% | Very High |
| Edelweiss Mid Cap Fund Di... | ₹ 9,242 Cr | ₹114.50 | 0.41% | Very High |
| Nippon India Growth Fund ... | ₹ 34,690 Cr | ₹4434.69 | -0.18% | Very High |
NAV History - HDFC Midcap Opportunities Fund
FUND | HDFC Midcap Opportunities Fund |
|---|---|
| NAV (Jun 03, 2025) | ₹188.60 |
| Class | Equity | Mid-Cap |
| Inception Date | Jun 25, 2007 |
| Fund Manager | Chirag Setalvad, Dhruv Muchhal |
FUND | HDFC Midcap Opportunities Fund |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹5000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| HDFC Midcap Opportun... | 0.69% | 6.69% | 16.35% | 0.39% | 12.89% | 28.98% |
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₹4,15,566.1 Crore
- AddressHDFC Asset Management Company Limited, “HUL House”, 2nd Floor, Mumbai, Maharashtra, 400 020
- Phone+91 22 66316333
Pros & Cons
Exceptional Long-Term Performance
5-year CAGR of 31.95–36.06%, outperforming Nifty Midcap 150 TRI (~33.1%) and category average.
Diversified Mid-Cap Portfolio
92.56–93.02% in equities, 65%+ in mid-cap stocks, focusing on Financials, Auto, and Healthcare.
Low Expense Ratio
Expense ratio of 0.79–0.89%, lower than category average and Regular Plan (1.4%).
High Volatility
Standard deviation of 18.10, higher volatility than large-cap funds due to mid-cap focus.
Short-Term Underperformance
1-year return of 11.04–12.93%, lagging some peers and category average.
Exit Load Constraint
1% exit load if redeemed within 1 year, limiting short-term flexibility.
Frequently Asked Questions
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(as per historical returns)
