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Fund Overview
Fund Size
₹72,610 Cr
Expense Ratio
0.83%
ISIN
INF179K01XQ0
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
About this fund
HDFC Mid-Cap Opportunities Fund Direct Growth is a Mid-Cap mutual fund schemes offered by HDFC Mutual Fund. This fund has been in existence for 12 years, 3 months and 18 days, having been launched on 01-Jan-13.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹191.42, Assets Under Management (AUM) of 72610.08 Crores, and an expense ratio of 0.83%.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹191.42, Assets Under Management (AUM) of 72610.08 Crores, and an expense ratio of 0.83%.
- HDFC Mid-Cap Opportunities Fund Direct Growth has given a CAGR return of 20.78% since inception.
- The fund's asset allocation comprises around 93.00% in equities, 0.00% in debts, and 7.00% in cash & cash equivalents.
- You can start investing in HDFC Mid-Cap Opportunities Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+9.95%
+7.36% (Cat Avg.)
3 Years
+23.70%
+17.86% (Cat Avg.)
5 Years
+33.31%
+29.08% (Cat Avg.)
10 Years
+17.40%
+14.93% (Cat Avg.)
Since Inception
+20.78%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹67,529.09 Cr | 93.00% |
| Others | ₹5,080.98 Cr | 7.00% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Treps - Tri-Party Repo | Cash - Repurchase Agreement | ₹5,140.63 Cr | 7.08% |
| Max Financial Services Ltd | Equity | ₹2,931.08 Cr | 4.04% |
| Indian Hotels Co Ltd | Equity | ₹2,678.86 Cr | 3.69% |
| The Federal Bank Ltd | Equity | ₹2,463.57 Cr | 3.39% |
| Coforge Ltd | Equity | ₹2,436.1 Cr | 3.36% |
| Ipca Laboratories Ltd | Equity | ₹2,376.06 Cr | 3.27% |
| Balkrishna Industries Ltd | Equity | ₹2,341.09 Cr | 3.22% |
| Hindustan Petroleum Corp Ltd | Equity | ₹2,001.05 Cr | 2.76% |
| Indian Bank | Equity | ₹1,994.93 Cr | 2.75% |
| Persistent Systems Ltd | Equity | ₹1,980.94 Cr | 2.73% |
| Apollo Tyres Ltd | Equity | ₹1,784.82 Cr | 2.46% |
| Fortis Healthcare Ltd | Equity | ₹1,779.21 Cr | 2.45% |
| Tata Communications Ltd | Equity | ₹1,751.5 Cr | 2.41% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹1,559.03 Cr | 2.15% |
| Aurobindo Pharma Ltd | Equity | ₹1,544.97 Cr | 2.13% |
| Marico Ltd | Equity | ₹1,437.26 Cr | 1.98% |
| AU Small Finance Bank Ltd | Equity | ₹1,404.03 Cr | 1.93% |
| Jindal Steel & Power Ltd | Equity | ₹1,394.26 Cr | 1.92% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹1,352.83 Cr | 1.86% |
| Union Bank of India | Equity | ₹1,222.51 Cr | 1.68% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹1,221.54 Cr | 1.68% |
| AIA Engineering Ltd | Equity | ₹1,182.74 Cr | 1.63% |
| PB Fintech Ltd | Equity | ₹1,130.93 Cr | 1.56% |
| Indraprastha Gas Ltd | Equity | ₹1,027.42 Cr | 1.41% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹1,018.21 Cr | 1.40% |
| Solar Industries India Ltd | Equity | ₹985.62 Cr | 1.36% |
| Cummins India Ltd | Equity | ₹926.28 Cr | 1.28% |
| SKF India Ltd | Equity | ₹906.04 Cr | 1.25% |
| ACC Ltd | Equity | ₹902.54 Cr | 1.24% |
| Gland Pharma Ltd | Equity | ₹884.09 Cr | 1.22% |
| Redington Ltd | Equity | ₹861.54 Cr | 1.19% |
| Mphasis Ltd | Equity | ₹844.31 Cr | 1.16% |
| Sundaram Fasteners Ltd | Equity | ₹726.98 Cr | 1.00% |
| Eternal Ltd | Equity | ₹725.12 Cr | 1.00% |
| KEC International Ltd | Equity | ₹707.01 Cr | 0.97% |
| Karur Vysya Bank Ltd | Equity | ₹692.27 Cr | 0.95% |
| Dixon Technologies (India) Ltd | Equity | ₹677.81 Cr | 0.93% |
| Star Health and Allied Insurance Co Ltd | Equity | ₹665.92 Cr | 0.92% |
| Delhivery Ltd | Equity | ₹657.11 Cr | 0.90% |
| Vishal Mega Mart Ltd | Equity | ₹652.91 Cr | 0.90% |
| Bharat Forge Ltd | Equity | ₹615.02 Cr | 0.85% |
| Hexaware Technologies Ltd Ordinary Shares | Equity | ₹610.85 Cr | 0.84% |
| IndusInd Bank Ltd | Equity | ₹599.55 Cr | 0.83% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹574.8 Cr | 0.79% |
| Supreme Industries Ltd | Equity | ₹567.91 Cr | 0.78% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Equity | ₹557.81 Cr | 0.77% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹556.36 Cr | 0.77% |
| Godrej Consumer Products Ltd | Equity | ₹536.61 Cr | 0.74% |
| Timken India Ltd | Equity | ₹528.95 Cr | 0.73% |
| KNR Constructions Ltd | Equity | ₹523.06 Cr | 0.72% |
| Bosch Ltd | Equity | ₹498.83 Cr | 0.69% |
| Escorts Kubota Ltd | Equity | ₹465.43 Cr | 0.64% |
| Emami Ltd | Equity | ₹430.26 Cr | 0.59% |
| City Union Bank Ltd | Equity | ₹409.49 Cr | 0.56% |
| Symphony Ltd | Equity | ₹403.77 Cr | 0.56% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹396.64 Cr | 0.55% |
| Greenlam Industries Ltd | Equity | ₹377.79 Cr | 0.52% |
| United Spirits Ltd | Equity | ₹366.82 Cr | 0.51% |
| Sona BLW Precision Forgings Ltd | Equity | ₹362.55 Cr | 0.50% |
| Ceat Ltd | Equity | ₹336 Cr | 0.46% |
| Vesuvius India Ltd | Equity | ₹335.35 Cr | 0.46% |
| Coromandel International Ltd | Equity | ₹319.94 Cr | 0.44% |
| Aarti Industries Ltd | Equity | ₹309.91 Cr | 0.43% |
| Vardhman Textiles Ltd | Equity | ₹290.01 Cr | 0.40% |
| Five-Star Business Finance Ltd | Equity | ₹279.41 Cr | 0.38% |
| Colgate-Palmolive (India) Ltd | Equity | ₹268.49 Cr | 0.37% |
| Oracle Financial Services Software Ltd | Equity | ₹267.44 Cr | 0.37% |
| Arvind Ltd | Equity | ₹256.9 Cr | 0.35% |
| Power Finance Corp Ltd | Equity | ₹248.55 Cr | 0.34% |
| Navneet Education Ltd | Equity | ₹219.66 Cr | 0.30% |
| Bharti Hexacom Ltd | Equity | ₹199.87 Cr | 0.28% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹186.31 Cr | 0.26% |
| Greenply Industries Ltd | Equity | ₹155.13 Cr | 0.21% |
| Dabur India Ltd | Equity | ₹152.75 Cr | 0.21% |
| Dhanuka Agritech Ltd | Equity | ₹134.7 Cr | 0.19% |
| Greenpanel Industries Ltd Ordinary Shares | Equity | ₹117.06 Cr | 0.16% |
| Mahindra Holidays & Resorts India Ltd | Equity | ₹85.3 Cr | 0.12% |
| Jagran Prakashan Ltd | Equity | ₹69.16 Cr | 0.10% |
| Net Current Assets | Cash | ₹-59.64 Cr | 0.08% |
| Delta Corp Ltd | Equity | ₹43.59 Cr | 0.06% |
| VST Industries Ltd | Equity | ₹40.59 Cr | 0.06% |
Allocation By Market Cap (Equity)
Large Cap Stocks
5.52%
Mid Cap Stocks
67.31%
Small Cap Stocks
20.17%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹17,315.37 Cr | 23.85% |
| Consumer Cyclical | ₹13,197.75 Cr | 18.18% |
| Healthcare | ₹9,158.69 Cr | 12.61% |
| Technology | ₹7,678.99 Cr | 10.58% |
| Industrials | ₹6,799.89 Cr | 9.36% |
| Basic Materials | ₹4,876.97 Cr | 6.72% |
| Consumer Defensive | ₹3,232.77 Cr | 4.45% |
| Communication Services | ₹2,240.19 Cr | 3.09% |
| Energy | ₹2,001.05 Cr | 2.76% |
| Utilities | ₹1,027.42 Cr | 1.42% |
Risk & Performance Ratios
Standard Deviation
This fund
15.54%
Cat. avg.
16.94%
Lower the better
Sharpe Ratio
This fund
1.11
Cat. avg.
0.72
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.18
Higher the better
Fund Managers
CS
Chirag Setalvad
Since June 2007
DM
Dhruv Muchhal
Since June 2023
Additional Scheme Detailsas of 31st March 2025
ISIN INF179K01XQ0 | Expense Ratio 0.83% | Exit Load 1.00% | Fund Size ₹72,610 Cr | Age 12 years 3 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹0.82 Cr | - |
| Helios Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹57.09 Cr | - |
| Helios Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹57.09 Cr | - |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹412.20 Cr | 6.8% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹76.76 Cr | 6.8% |
| Zerodha Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹53.36 Cr | - |
| LIC MF Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹640.82 Cr | 7.1% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹75.63 Cr | 6.7% |
| UTI Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹8.87 Cr | 6.8% |
| Invesco India Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹5779.32 Cr | 18.4% |
About the AMC
HDFC Mutual Fund
Total AUM
₹7,00,201 Cr
Address
“HUL House”, 2nd Floor, Mumbai, 400 020
Other Funds by HDFC Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
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Still got questions?
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What is the current NAV of HDFC Mid-Cap Opportunities Fund Direct Growth?
The NAV of HDFC Mid-Cap Opportunities Fund Direct Growth, as of 17-Apr-2025, is ₹191.42.
What are the returns of HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund has generated 9.95% over the last 1 year and 23.70% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund's allocation of assets is distributed as 93.00% in equities, 0.00% in bonds, and 7.00% in cash and cash equivalents.
Who manages the HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund managers responsible for HDFC Mid-Cap Opportunities Fund Direct Growth are:-
- Chirag Setalvad
- Dhruv Muchhal
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
NAV (17-Apr-25)
₹191.420.65%1D
Returns (Since Inception)
20.78%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹72,610 Cr
Expense Ratio
0.83%
ISIN
INF179K01XQ0
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
Risk Level
Your principal amount will be at Very High Risk
About this fund
HDFC Mid-Cap Opportunities Fund Direct Growth is a Mid-Cap mutual fund schemes offered by HDFC Mutual Fund. This fund has been in existence for 12 years, 3 months and 18 days, having been launched on 01-Jan-13.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹191.42, Assets Under Management (AUM) of 72610.08 Crores, and an expense ratio of 0.83%.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹191.42, Assets Under Management (AUM) of 72610.08 Crores, and an expense ratio of 0.83%.
- HDFC Mid-Cap Opportunities Fund Direct Growth has given a CAGR return of 20.78% since inception.
- The fund's asset allocation comprises around 93.00% in equities, 0.00% in debts, and 7.00% in cash & cash equivalents.
- You can start investing in HDFC Mid-Cap Opportunities Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+9.95%
+7.36% (Cat Avg.)
3 Years
+23.70%
+17.86% (Cat Avg.)
5 Years
+33.31%
+29.08% (Cat Avg.)
10 Years
+17.40%
+14.93% (Cat Avg.)
Since Inception
+20.78%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹67,529.09 Cr | 93.00% |
| Others | ₹5,080.98 Cr | 7.00% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Treps - Tri-Party Repo | Cash - Repurchase Agreement | ₹5,140.63 Cr | 7.08% |
| Max Financial Services Ltd | Equity | ₹2,931.08 Cr | 4.04% |
| Indian Hotels Co Ltd | Equity | ₹2,678.86 Cr | 3.69% |
| The Federal Bank Ltd | Equity | ₹2,463.57 Cr | 3.39% |
| Coforge Ltd | Equity | ₹2,436.1 Cr | 3.36% |
| Ipca Laboratories Ltd | Equity | ₹2,376.06 Cr | 3.27% |
| Balkrishna Industries Ltd | Equity | ₹2,341.09 Cr | 3.22% |
| Hindustan Petroleum Corp Ltd | Equity | ₹2,001.05 Cr | 2.76% |
| Indian Bank | Equity | ₹1,994.93 Cr | 2.75% |
| Persistent Systems Ltd | Equity | ₹1,980.94 Cr | 2.73% |
| Apollo Tyres Ltd | Equity | ₹1,784.82 Cr | 2.46% |
| Fortis Healthcare Ltd | Equity | ₹1,779.21 Cr | 2.45% |
| Tata Communications Ltd | Equity | ₹1,751.5 Cr | 2.41% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹1,559.03 Cr | 2.15% |
| Aurobindo Pharma Ltd | Equity | ₹1,544.97 Cr | 2.13% |
| Marico Ltd | Equity | ₹1,437.26 Cr | 1.98% |
| AU Small Finance Bank Ltd | Equity | ₹1,404.03 Cr | 1.93% |
| Jindal Steel & Power Ltd | Equity | ₹1,394.26 Cr | 1.92% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹1,352.83 Cr | 1.86% |
| Union Bank of India | Equity | ₹1,222.51 Cr | 1.68% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹1,221.54 Cr | 1.68% |
| AIA Engineering Ltd | Equity | ₹1,182.74 Cr | 1.63% |
| PB Fintech Ltd | Equity | ₹1,130.93 Cr | 1.56% |
| Indraprastha Gas Ltd | Equity | ₹1,027.42 Cr | 1.41% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹1,018.21 Cr | 1.40% |
| Solar Industries India Ltd | Equity | ₹985.62 Cr | 1.36% |
| Cummins India Ltd | Equity | ₹926.28 Cr | 1.28% |
| SKF India Ltd | Equity | ₹906.04 Cr | 1.25% |
| ACC Ltd | Equity | ₹902.54 Cr | 1.24% |
| Gland Pharma Ltd | Equity | ₹884.09 Cr | 1.22% |
| Redington Ltd | Equity | ₹861.54 Cr | 1.19% |
| Mphasis Ltd | Equity | ₹844.31 Cr | 1.16% |
| Sundaram Fasteners Ltd | Equity | ₹726.98 Cr | 1.00% |
| Eternal Ltd | Equity | ₹725.12 Cr | 1.00% |
| KEC International Ltd | Equity | ₹707.01 Cr | 0.97% |
| Karur Vysya Bank Ltd | Equity | ₹692.27 Cr | 0.95% |
| Dixon Technologies (India) Ltd | Equity | ₹677.81 Cr | 0.93% |
| Star Health and Allied Insurance Co Ltd | Equity | ₹665.92 Cr | 0.92% |
| Delhivery Ltd | Equity | ₹657.11 Cr | 0.90% |
| Vishal Mega Mart Ltd | Equity | ₹652.91 Cr | 0.90% |
| Bharat Forge Ltd | Equity | ₹615.02 Cr | 0.85% |
| Hexaware Technologies Ltd Ordinary Shares | Equity | ₹610.85 Cr | 0.84% |
| IndusInd Bank Ltd | Equity | ₹599.55 Cr | 0.83% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹574.8 Cr | 0.79% |
| Supreme Industries Ltd | Equity | ₹567.91 Cr | 0.78% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Equity | ₹557.81 Cr | 0.77% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹556.36 Cr | 0.77% |
| Godrej Consumer Products Ltd | Equity | ₹536.61 Cr | 0.74% |
| Timken India Ltd | Equity | ₹528.95 Cr | 0.73% |
| KNR Constructions Ltd | Equity | ₹523.06 Cr | 0.72% |
| Bosch Ltd | Equity | ₹498.83 Cr | 0.69% |
| Escorts Kubota Ltd | Equity | ₹465.43 Cr | 0.64% |
| Emami Ltd | Equity | ₹430.26 Cr | 0.59% |
| City Union Bank Ltd | Equity | ₹409.49 Cr | 0.56% |
| Symphony Ltd | Equity | ₹403.77 Cr | 0.56% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹396.64 Cr | 0.55% |
| Greenlam Industries Ltd | Equity | ₹377.79 Cr | 0.52% |
| United Spirits Ltd | Equity | ₹366.82 Cr | 0.51% |
| Sona BLW Precision Forgings Ltd | Equity | ₹362.55 Cr | 0.50% |
| Ceat Ltd | Equity | ₹336 Cr | 0.46% |
| Vesuvius India Ltd | Equity | ₹335.35 Cr | 0.46% |
| Coromandel International Ltd | Equity | ₹319.94 Cr | 0.44% |
| Aarti Industries Ltd | Equity | ₹309.91 Cr | 0.43% |
| Vardhman Textiles Ltd | Equity | ₹290.01 Cr | 0.40% |
| Five-Star Business Finance Ltd | Equity | ₹279.41 Cr | 0.38% |
| Colgate-Palmolive (India) Ltd | Equity | ₹268.49 Cr | 0.37% |
| Oracle Financial Services Software Ltd | Equity | ₹267.44 Cr | 0.37% |
| Arvind Ltd | Equity | ₹256.9 Cr | 0.35% |
| Power Finance Corp Ltd | Equity | ₹248.55 Cr | 0.34% |
| Navneet Education Ltd | Equity | ₹219.66 Cr | 0.30% |
| Bharti Hexacom Ltd | Equity | ₹199.87 Cr | 0.28% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹186.31 Cr | 0.26% |
| Greenply Industries Ltd | Equity | ₹155.13 Cr | 0.21% |
| Dabur India Ltd | Equity | ₹152.75 Cr | 0.21% |
| Dhanuka Agritech Ltd | Equity | ₹134.7 Cr | 0.19% |
| Greenpanel Industries Ltd Ordinary Shares | Equity | ₹117.06 Cr | 0.16% |
| Mahindra Holidays & Resorts India Ltd | Equity | ₹85.3 Cr | 0.12% |
| Jagran Prakashan Ltd | Equity | ₹69.16 Cr | 0.10% |
| Net Current Assets | Cash | ₹-59.64 Cr | 0.08% |
| Delta Corp Ltd | Equity | ₹43.59 Cr | 0.06% |
| VST Industries Ltd | Equity | ₹40.59 Cr | 0.06% |
Allocation By Market Cap (Equity)
Large Cap Stocks
5.52%
Mid Cap Stocks
67.31%
Small Cap Stocks
20.17%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹17,315.37 Cr | 23.85% |
| Consumer Cyclical | ₹13,197.75 Cr | 18.18% |
| Healthcare | ₹9,158.69 Cr | 12.61% |
| Technology | ₹7,678.99 Cr | 10.58% |
| Industrials | ₹6,799.89 Cr | 9.36% |
| Basic Materials | ₹4,876.97 Cr | 6.72% |
| Consumer Defensive | ₹3,232.77 Cr | 4.45% |
| Communication Services | ₹2,240.19 Cr | 3.09% |
| Energy | ₹2,001.05 Cr | 2.76% |
| Utilities | ₹1,027.42 Cr | 1.42% |
Risk & Performance Ratios
Standard Deviation
This fund
15.54%
Cat. avg.
16.94%
Lower the better
Sharpe Ratio
This fund
1.11
Cat. avg.
0.72
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.18
Higher the better
Fund Managers
CS
Chirag Setalvad
Since June 2007
DM
Dhruv Muchhal
Since June 2023
Additional Scheme Detailsas of 31st March 2025
ISIN INF179K01XQ0 | Expense Ratio 0.83% | Exit Load 1.00% | Fund Size ₹72,610 Cr | Age 12 years 3 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹0.82 Cr | - |
| Helios Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹57.09 Cr | - |
| Helios Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹57.09 Cr | - |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹412.20 Cr | 6.8% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹76.76 Cr | 6.8% |
| Zerodha Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹53.36 Cr | - |
| LIC MF Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹640.82 Cr | 7.1% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹75.63 Cr | 6.7% |
| UTI Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹8.87 Cr | 6.8% |
| Invesco India Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹5779.32 Cr | 18.4% |
About the AMC
HDFC Mutual Fund
Total AUM
₹7,00,201 Cr
Address
“HUL House”, 2nd Floor, Mumbai, 400 020
Other Funds by HDFC Mutual Fund
Related Articles
Still got questions?
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What is the current NAV of HDFC Mid-Cap Opportunities Fund Direct Growth?
The NAV of HDFC Mid-Cap Opportunities Fund Direct Growth, as of 17-Apr-2025, is ₹191.42.
What are the returns of HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund has generated 9.95% over the last 1 year and 23.70% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund's allocation of assets is distributed as 93.00% in equities, 0.00% in bonds, and 7.00% in cash and cash equivalents.
Who manages the HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund managers responsible for HDFC Mid-Cap Opportunities Fund Direct Growth are:-
- Chirag Setalvad
- Dhruv Muchhal
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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