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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 13-06-2025

₹ 189.94

₹ -0.68 ( -0.3559%)

CAGR Since Inception

17.79%

NIFTY Midcap 150 TRI 17.77%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

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

Investment Objective

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

Benchmark

NIFTY Midcap 150 TRI

Expense Ratio

1.4% As on (31-05-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

79,706.18 Cr As on (30-05-2025)

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

  • Yearly Performance

Scheme Performance (%)

Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 7.3 31.8 33.12 18.05 17.79
NIFTY MIDCAP 150 TRI 6.43 28.23 32.7 19.1 17.77
Equity: Mid Cap 4.68 26.33 29.33 16.45 18.82
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 1.39 3.9 0.87 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
HDFC Mid-Cap Opportunities Gr 33.12
Invesco India MidCap Gr 30.47
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Edelweiss MidCap Reg Gr 33.56
Motilal Oswal Midcap Fund Reg Gr 36.55
Sundaram MidCap Gr 29.59
Nippon India Growth Fund Gr Gr 33.36
Canara Robeco Mid Cap Fund Reg Gr 0.0
Franklin India Prima Fund Gr 27.66
Kotak Emerging Equity Sch Gr 30.82
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 24.89
Healthcare 9.8
Automobile and Auto Components 9.54
Information Technology 8.56
N/A 8.22
Capital Goods 7.21
Consumer Services 4.86
Fast Moving Consumer Goods 4.56
Oil, Gas & Consumable Fuels 4.17
Chemicals 3.84
Portfolio Holdings
Company Holdings (%)
TREPS - Tri-party Repo 8.35
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- 4.81
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 3.24
COFORGE LIMITED EQ 3.22
BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/- 2.94
IPCA LABORATORIES LIMITED EQ NEW FV RE .1/- 2.91
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ 2.86
INDIAN BANK EQ 2.85
AU SMALL FINANCE BANK LIMITED EQ 2.56
APOLLO TYRES LIMITED EQ RE.1/- 2.47
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