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  • HDFC Mid-Cap Opportunities Fund - Growth Plan
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HDFC Mid-Cap Opportunities Fund - Growth Plan

Category: Equity: Mid Cap

Launch Date: 25-06-2007

Riskometer: Very High

NAV as on 28-05-2025

₹ 188.29

₹ 0.21 ( 0.1121%)

CAGR Since Inception

17.78%

NIFTY Midcap 150 TRI 17.68%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal

Investment Objective

The aim of the fund is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of mid- and small-cap companies.

Benchmark

NIFTY Midcap 150 TRI

Expense Ratio

1.42% As on (30-04-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

74,909.77 Cr As on (30-04-2025)

PERFORMANCE of HDFC Mid-Cap Opportunities Fund - Growth Plan
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 28-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 10.58 30.28 34.66 17.57 17.78
NIFTY MIDCAP 150 TRI 7.77 27.43 34.71 18.22 17.68
Equity: Mid Cap 8.16 24.58 30.49 15.83 18.59
Nav Movement
RETURNS CALCULATOR for HDFC Mid-Cap Opportunities Fund - Growth Plan
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Mid-Cap Opportunities Fund - Growth Plan
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Mid-Cap Opportunities Fund - Growth Plan 12.9 1.11 3.43 0.88 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
HDFC Mid-Cap Opportunities Gr 34.66
Invesco India MidCap Gr 31.11
Motilal Oswal Midcap Fund Reg Gr 38.16
Edelweiss MidCap Reg Gr 34.13
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Franklin India Prima Fund Gr 29.36
Sundaram MidCap Gr 31.0
Canara Robeco Mid Cap Fund Reg Gr 0.0
Nippon India Growth Fund Gr Gr 35.01
Kotak Emerging Equity Sch Gr 31.98
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 24.81
Healthcare 10.78
Automobile and Auto Components 9.81
Information Technology 8.15
N/A 7.44
Capital Goods 6.5
Consumer Services 5.62
Fast Moving Consumer Goods 4.75
Oil, Gas & Consumable Fuels 4.11
Consumer Durables 3.79
Portfolio Holdings
Company Holdings (%)
TREPS - Tri-party Repo 7.51
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- 4.45
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 3.36
BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/- 3.34
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- 3.31
IPCA LABORATORIES LIMITED EQ NEW FV RE .1/- 3.01
COFORGE LIMITED EQ 2.93
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ 2.81
INDIAN BANK EQ 2.78
APOLLO TYRES LIMITED EQ RE.1/- 2.64
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