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Fund Overview

Fund Size

Fund Size

₹67,579 Cr

Expense Ratio

Expense Ratio

1.42%

ISIN

ISIN

INF179K01CR2

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

25 Jun 2007

About this fund

HDFC Mid-Cap Opportunities Fund Regular Growth is a Mid-Cap mutual fund schemes offered by HDFC Mutual Fund. This fund has been in existence for 17 years, 9 months and 3 days, having been launched on 25-Jun-07.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹174.04, Assets Under Management (AUM) of 67578.59 Crores, and an expense ratio of 1.42%.
  • HDFC Mid-Cap Opportunities Fund Regular Growth has given a CAGR return of 17.46% since inception.
  • The fund's asset allocation comprises around 92.48% in equities, 0.00% in debts, and 7.52% in cash & cash equivalents.
  • You can start investing in HDFC Mid-Cap Opportunities Fund Regular 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

+11.90%

+9.75% (Cat Avg.)

3 Years

+24.67%

+19.14% (Cat Avg.)

5 Years

+34.86%

+31.07% (Cat Avg.)

10 Years

+17.02%

+15.28% (Cat Avg.)

Since Inception

+17.46%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity62,498.11 Cr92.48%
Others5,080.48 Cr7.52%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Treps - Tri-Party RepoCash - Repurchase Agreement4,430.06 Cr6.56%
Max Financial Services LtdEquity2,549.02 Cr3.77%
Indian Hotels Co LtdEquity2,547.39 Cr3.77%
Balkrishna Industries LtdEquity2,383.63 Cr3.53%
The Federal Bank LtdEquity2,270.43 Cr3.36%
Coforge LtdEquity2,211.68 Cr3.27%
Ipca Laboratories LtdEquity2,144.21 Cr3.17%
Persistent Systems LtdEquity1,905.55 Cr2.82%
Indian BankEquity1,882.53 Cr2.79%
Hindustan Petroleum Corp LtdEquity1,631.22 Cr2.41%
Apollo Tyres LtdEquity1,568.02 Cr2.32%
Fortis Healthcare LtdEquity1,561 Cr2.31%
Tata Communications LtdEquity1,501.01 Cr2.22%
Mahindra & Mahindra Financial Services LtdEquity1,490.71 Cr2.21%
AU Small Finance Bank LtdEquity1,474.4 Cr2.18%
Aurobindo Pharma LtdEquity1,408.91 Cr2.08%
Jindal Steel & Power LtdEquity1,308.45 Cr1.94%
Marico LtdEquity1,306.65 Cr1.93%
Max Healthcare Institute Ltd Ordinary SharesEquity1,201.19 Cr1.78%
Glenmark Pharmaceuticals LtdEquity1,115.56 Cr1.65%
AIA Engineering LtdEquity1,108.48 Cr1.64%
Union Bank of IndiaEquity1,086.09 Cr1.61%
PB Fintech LtdEquity1,041.19 Cr1.54%
Indraprastha Gas LtdEquity958.43 Cr1.42%
Crompton Greaves Consumer Electricals LtdEquity923.85 Cr1.37%
IndusInd Bank LtdEquity913.47 Cr1.35%
SKF India LtdEquity868.34 Cr1.28%
Gland Pharma LtdEquity862.1 Cr1.28%
ACC LtdEquity844.88 Cr1.25%
Cummins India LtdEquity824.94 Cr1.22%
Redington LtdEquity795.47 Cr1.18%
Solar Industries India LtdEquity763.55 Cr1.13%
Mphasis LtdEquity758.89 Cr1.12%
Sundaram Fasteners LtdEquity743.5 Cr1.10%
Zomato LtdEquity731.83 Cr1.08%
Dixon Technologies (India) LtdEquity716.71 Cr1.06%
Star Health and Allied Insurance Co LtdEquity681.65 Cr1.01%
Karur Vysya Bank LtdEquity665.37 Cr0.98%
Delhivery LtdEquity643.59 Cr0.95%
KEC International LtdEquity620.03 Cr0.92%
Vishal Mega Mart LtdEquity600.33 Cr0.89%
Supreme Industries LtdEquity551.79 Cr0.82%
Hexaware Technologies Ltd.Equity543.29 Cr0.80%
Bharat Forge LtdEquity524.55 Cr0.78%
Cholamandalam Investment and Finance Co LtdEquity512.73 Cr0.76%
Nippon Life India Asset Management Ltd Ordinary SharesEquity509.98 Cr0.75%
KNR Constructions LtdEquity505.34 Cr0.75%
Reverse RepoCash - Repurchase Agreement502.02 Cr0.74%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity497.08 Cr0.74%
Godrej Consumer Products LtdEquity465.28 Cr0.69%
Timken India LtdEquity445.07 Cr0.66%
Escorts Kubota LtdEquity410.86 Cr0.61%
Emami LtdEquity393.2 Cr0.58%
Sona BLW Precision Forgings LtdEquity388.25 Cr0.57%
Bosch LtdEquity386.95 Cr0.57%
City Union Bank LtdEquity385.05 Cr0.57%
Symphony LtdEquity382.49 Cr0.57%
Cholamandalam Financial Holdings LtdEquity371.83 Cr0.55%
Greenlam Industries LtdEquity360.77 Cr0.53%
United Spirits LtdEquity336.23 Cr0.50%
Aarti Industries LtdEquity298.21 Cr0.44%
Five-Star Business Finance LtdEquity293.9 Cr0.43%
Vesuvius India LtdEquity293.62 Cr0.43%
Vardhman Textiles LtdEquity283.19 Cr0.42%
Arvind LtdEquity276.47 Cr0.41%
Ceat LtdEquity272.46 Cr0.40%
Coromandel International LtdEquity265.4 Cr0.39%
Oracle Financial Services Software LtdEquity264.48 Cr0.39%
Colgate-Palmolive (India) LtdEquity239.92 Cr0.36%
Power Finance Corp LtdEquity218.58 Cr0.32%
Navneet Education LtdEquity218.27 Cr0.32%
Bharti Hexacom LtdEquity178.11 Cr0.26%
Dabur India LtdEquity148.77 Cr0.22%
Net Current AssetsCash148.4 Cr0.22%
Greenply Industries LtdEquity147.55 Cr0.22%
Greenpanel Industries Ltd Ordinary SharesEquity138.75 Cr0.21%
Dhanuka Agritech LtdEquity132.37 Cr0.20%
Mahindra Holidays & Resorts India LtdEquity88.06 Cr0.13%
Jagran Prakashan LtdEquity67.7 Cr0.10%
Delta Corp LtdEquity48.45 Cr0.07%
VST Industries LtdEquity38.91 Cr0.06%

Allocation By Market Cap (Equity)

Large Cap Stocks

5.37%

Mid Cap Stocks

65.87%

Small Cap Stocks

20.44%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services16,346.92 Cr24.19%
Consumer Cyclical12,510.19 Cr18.51%
Healthcare8,292.97 Cr12.27%
Technology6,652.77 Cr9.84%
Industrials6,272.04 Cr9.28%
Basic Materials4,396.24 Cr6.51%
Consumer Defensive2,928.96 Cr4.33%
Communication Services1,965.1 Cr2.91%
Energy1,631.22 Cr2.41%
Utilities958.43 Cr1.42%

Risk & Performance Ratios

Standard Deviation

This fund

15.30%

Cat. avg.

16.75%

Lower the better

Sharpe Ratio

This fund

1.02

Cat. avg.

0.67

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.07

Higher the better

Fund Managers

CS

Chirag Setalvad

Since June 2007

DM

Dhruv Muchhal

Since June 2023

Additional Scheme Detailsas of 28th February 2025

ISIN
INF179K01CR2
Expense Ratio
1.42%
Exit Load
1.00%
Fund Size
₹67,579 Cr
Age
17 years 9 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund size
1Y
Bandhan Midcap Fund Regular Growth

Very High Risk

2.1%1.0%₹1353.07 Cr10.2%
Bandhan Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹1353.07 Cr11.8%
Motilal Oswal Midcap Fund Regular Growth

Very High Risk

1.6%1.0%₹23703.68 Cr18.1%
HDFC NIFTY Midcap 150 ETF

Very High Risk

0.2%-₹15.15 Cr-
Mirae Asset Midcap Fund Regular Growth

Very High Risk

1.7%1.0%₹13830.67 Cr5.3%
Mirae Asset Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹13830.67 Cr6.4%
Axis Midcap Fund Regular Growth

Very High Risk

1.6%1.0%₹26087.92 Cr12.5%
Mahindra Manulife Mid Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹3067.16 Cr12.7%
Mahindra Manulife Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3067.16 Cr11.1%
Tata Mid Cap Growth Fund Regular Growth

Very High Risk

1.9%1.0%₹3954.92 Cr8.0%

About the AMC

HDFC Mutual Fund

HDFC Mutual Fund

Total AUM

₹7,38,172 Cr

Address

“HUL House”, 2nd Floor, Mumbai, 400 020

Other Funds by HDFC Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
HDFC Pharma and Healthcare Fund Direct Growth

Very High Risk

0.9%1.0%₹1468.68 Cr32.8%
HDFC Technology Fund Direct Growth

Very High Risk

1.0%1.0%₹1298.21 Cr17.4%
HDFC Fixed Maturity Plan 1162 Days March 2022 Series 46 Direct Growth

Low Risk

-0.0%₹32.81 Cr7.3%
HDFC FMP 1204D December 2022 (47) Direct Growth

Low to Moderate Risk

--₹51.24 Cr7.6%
HDFC Fixed Maturity Plans 1269 Days March 2023 Series 47 Direct Growth

Low to Moderate Risk

-0.0%₹76.38 Cr7.9%
HDFC Fixed Maturity Plans 1359 Days September 2022 Series 46 Direct Growth

Low to Moderate Risk

-0.0%₹316.54 Cr7.8%
HDFC Fixed Maturity Plan 1406 Days August 2022 Series 46 Direct Growth

Moderate Risk

-0.0%₹246.30 Cr8.0%
HDFC Fixed Maturity Plans 1113 Days March 2019 Series 44 Plan 1 Direct Growth

Moderate Risk

-0.0%--
HDFC Fixed Maturity Plan 1876 Days Series 46 Direct Growth

Low to Moderate Risk

-0.0%₹32.24 Cr8.3%
HDFC Fixed Maturity Plans Series 46 1158D July 2022 Direct Growth

Low Risk

-0.0%₹161.40 Cr7.4%
HDFC Fixed Maturity Plan 1861 Days Series 46 Direct Growth

Low to Moderate Risk

-0.0%₹460.64 Cr8.4%
HDFC FMP 2638D February 2023 (47) Direct Growth

Moderate Risk

-0.0%₹151.02 Cr10.0%
HDFC Fixed Maturity Plans 1127 Days April 2019 Series 44 Plan 1 Direct Growth

Moderate Risk

----
HDFC Balanced Advantage Fund Direct Growth

Very High Risk

0.8%1.0%₹90374.53 Cr10.1%
HDFC Hybrid Equity Fund Direct Growth

Very High Risk

1.1%1.0%₹22130.68 Cr8.5%
HDFC Dynamic PE Ratio Fund of Funds Plan A Direct Growth

High Risk

0.2%0.0%₹46.78 Cr7.0%
HDFC Small Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹28119.87 Cr4.5%
HDFC Housing Opportunities Fund Direct Growth

Very High Risk

1.3%1.0%₹1165.41 Cr3.6%
HDFC Large and Mid Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹21526.58 Cr9.8%
HDFC Nifty G-Sec July 2031 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹686.96 Cr10.0%
HDFC Nifty G-sec Dec 2026 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1343.35 Cr7.9%
HDFC Business Cycle Fund Direct Growth

Very High Risk

0.9%1.0%₹2639.70 Cr5.6%
HDFC NIFTY Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹349.89 Cr5.6%
HDFC Credit Risk Debt Fund Direct Growth

High Risk

1.0%1.0%₹7231.28 Cr8.6%
HDFC Nifty SDL Oct 2026 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹196.41 Cr8.1%
HDFC Banking and PSU Debt Fund Direct Growth

Moderate Risk

0.4%0.0%₹5806.86 Cr8.5%
HDFC Banking & Financial Services Fund Direct Growth

Very High Risk

1.0%1.0%₹3478.38 Cr13.3%
HDFC Non-Cyclical Consumer Fund Direct Growth

Very High Risk

1.1%1.0%₹824.61 Cr12.3%
HDFC Asset Allocator Fund of Funds Direct Growth

High Risk

0.1%1.0%₹3524.91 Cr13.2%
HDFC Gold Fund Direct Growth

High Risk

0.2%1.0%₹3303.23 Cr30.5%
HDFC Gilt Fund Direct Growth

Moderate Risk

0.5%0.0%₹2961.38 Cr9.8%
HDFC Dynamic Debt Fund Direct Growth

Moderate Risk

0.8%0.0%₹779.54 Cr9.2%
HDFC Medium Term Debt Fund Direct Growth

Moderately High risk

0.7%0.0%₹3912.37 Cr8.9%
HDFC Income Fund Direct Growth

Moderate Risk

0.8%0.0%₹875.07 Cr9.3%
HDFC Infrastructure Fund Direct Growth

Very High Risk

1.0%1.0%₹2104.89 Cr6.5%
HDFC Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹68215.48 Cr7.3%
HDFC Corporate Bond Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹31898.00 Cr8.9%
HDFC Mid-Cap Opportunities Fund Direct Growth

Very High Risk

0.8%1.0%₹67578.59 Cr12.6%
HDFC Hybrid Debt Fund Direct Growth

Moderately High risk

1.1%1.0%₹3255.97 Cr8.8%
HDFC TaxSaver Direct Growth

Very High Risk

1.1%0.0%₹14671.37 Cr14.3%
HDFC Multi - Asset Fund Direct Growth

High Risk

0.8%1.0%₹3837.22 Cr11.6%
HDFC Equity Savings Fund Direct Growth

Moderately High risk

0.9%1.0%₹5460.36 Cr7.2%
HDFC Short Term Debt Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹14390.68 Cr8.7%
HDFC Top 100 Fund Direct Growth

Very High Risk

1.0%1.0%₹33913.31 Cr6.6%
HDFC S&P BSE 500 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹189.63 Cr6.5%
HDFC Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹260.49 Cr8.4%
HDFC Dividend Yield Fund Direct Growth

Very High Risk

0.8%1.0%₹5511.70 Cr6.6%
HDFC Low Duration Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹18611.34 Cr8.1%
HDFC Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹18053.77 Cr7.8%
HDFC Capital Builder Value Fund Direct Growth

Very High Risk

1.1%1.0%₹6400.46 Cr11.3%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of HDFC Mid-Cap Opportunities Fund Regular Growth, as of 27-Mar-2025, is ₹174.04.
The fund has generated 11.90% over the last 1 year and 24.67% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 92.48% in equities, 0.00% in bonds, and 7.52% in cash and cash equivalents.
The fund managers responsible for HDFC Mid-Cap Opportunities Fund Regular Growth are:-
  1. Chirag Setalvad
  2. Dhruv Muchhal

Fund Overview

Fund Size

Fund Size

₹67,579 Cr

Expense Ratio

Expense Ratio

1.42%

ISIN

ISIN

INF179K01CR2

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

25 Jun 2007

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

HDFC Mid-Cap Opportunities Fund Regular Growth is a Mid-Cap mutual fund schemes offered by HDFC Mutual Fund. This fund has been in existence for 17 years, 9 months and 3 days, having been launched on 25-Jun-07.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹174.04, Assets Under Management (AUM) of 67578.59 Crores, and an expense ratio of 1.42%.
  • HDFC Mid-Cap Opportunities Fund Regular Growth has given a CAGR return of 17.46% since inception.
  • The fund's asset allocation comprises around 92.48% in equities, 0.00% in debts, and 7.52% in cash & cash equivalents.
  • You can start investing in HDFC Mid-Cap Opportunities Fund Regular 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

+11.90%

+9.75% (Cat Avg.)

3 Years

+24.67%

+19.14% (Cat Avg.)

5 Years

+34.86%

+31.07% (Cat Avg.)

10 Years

+17.02%

+15.28% (Cat Avg.)

Since Inception

+17.46%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity62,498.11 Cr92.48%
Others5,080.48 Cr7.52%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Treps - Tri-Party RepoCash - Repurchase Agreement4,430.06 Cr6.56%
Max Financial Services LtdEquity2,549.02 Cr3.77%
Indian Hotels Co LtdEquity2,547.39 Cr3.77%
Balkrishna Industries LtdEquity2,383.63 Cr3.53%
The Federal Bank LtdEquity2,270.43 Cr3.36%
Coforge LtdEquity2,211.68 Cr3.27%
Ipca Laboratories LtdEquity2,144.21 Cr3.17%
Persistent Systems LtdEquity1,905.55 Cr2.82%
Indian BankEquity1,882.53 Cr2.79%
Hindustan Petroleum Corp LtdEquity1,631.22 Cr2.41%
Apollo Tyres LtdEquity1,568.02 Cr2.32%
Fortis Healthcare LtdEquity1,561 Cr2.31%
Tata Communications LtdEquity1,501.01 Cr2.22%
Mahindra & Mahindra Financial Services LtdEquity1,490.71 Cr2.21%
AU Small Finance Bank LtdEquity1,474.4 Cr2.18%
Aurobindo Pharma LtdEquity1,408.91 Cr2.08%
Jindal Steel & Power LtdEquity1,308.45 Cr1.94%
Marico LtdEquity1,306.65 Cr1.93%
Max Healthcare Institute Ltd Ordinary SharesEquity1,201.19 Cr1.78%
Glenmark Pharmaceuticals LtdEquity1,115.56 Cr1.65%
AIA Engineering LtdEquity1,108.48 Cr1.64%
Union Bank of IndiaEquity1,086.09 Cr1.61%
PB Fintech LtdEquity1,041.19 Cr1.54%
Indraprastha Gas LtdEquity958.43 Cr1.42%
Crompton Greaves Consumer Electricals LtdEquity923.85 Cr1.37%
IndusInd Bank LtdEquity913.47 Cr1.35%
SKF India LtdEquity868.34 Cr1.28%
Gland Pharma LtdEquity862.1 Cr1.28%
ACC LtdEquity844.88 Cr1.25%
Cummins India LtdEquity824.94 Cr1.22%
Redington LtdEquity795.47 Cr1.18%
Solar Industries India LtdEquity763.55 Cr1.13%
Mphasis LtdEquity758.89 Cr1.12%
Sundaram Fasteners LtdEquity743.5 Cr1.10%
Zomato LtdEquity731.83 Cr1.08%
Dixon Technologies (India) LtdEquity716.71 Cr1.06%
Star Health and Allied Insurance Co LtdEquity681.65 Cr1.01%
Karur Vysya Bank LtdEquity665.37 Cr0.98%
Delhivery LtdEquity643.59 Cr0.95%
KEC International LtdEquity620.03 Cr0.92%
Vishal Mega Mart LtdEquity600.33 Cr0.89%
Supreme Industries LtdEquity551.79 Cr0.82%
Hexaware Technologies Ltd.Equity543.29 Cr0.80%
Bharat Forge LtdEquity524.55 Cr0.78%
Cholamandalam Investment and Finance Co LtdEquity512.73 Cr0.76%
Nippon Life India Asset Management Ltd Ordinary SharesEquity509.98 Cr0.75%
KNR Constructions LtdEquity505.34 Cr0.75%
Reverse RepoCash - Repurchase Agreement502.02 Cr0.74%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity497.08 Cr0.74%
Godrej Consumer Products LtdEquity465.28 Cr0.69%
Timken India LtdEquity445.07 Cr0.66%
Escorts Kubota LtdEquity410.86 Cr0.61%
Emami LtdEquity393.2 Cr0.58%
Sona BLW Precision Forgings LtdEquity388.25 Cr0.57%
Bosch LtdEquity386.95 Cr0.57%
City Union Bank LtdEquity385.05 Cr0.57%
Symphony LtdEquity382.49 Cr0.57%
Cholamandalam Financial Holdings LtdEquity371.83 Cr0.55%
Greenlam Industries LtdEquity360.77 Cr0.53%
United Spirits LtdEquity336.23 Cr0.50%
Aarti Industries LtdEquity298.21 Cr0.44%
Five-Star Business Finance LtdEquity293.9 Cr0.43%
Vesuvius India LtdEquity293.62 Cr0.43%
Vardhman Textiles LtdEquity283.19 Cr0.42%
Arvind LtdEquity276.47 Cr0.41%
Ceat LtdEquity272.46 Cr0.40%
Coromandel International LtdEquity265.4 Cr0.39%
Oracle Financial Services Software LtdEquity264.48 Cr0.39%
Colgate-Palmolive (India) LtdEquity239.92 Cr0.36%
Power Finance Corp LtdEquity218.58 Cr0.32%
Navneet Education LtdEquity218.27 Cr0.32%
Bharti Hexacom LtdEquity178.11 Cr0.26%
Dabur India LtdEquity148.77 Cr0.22%
Net Current AssetsCash148.4 Cr0.22%
Greenply Industries LtdEquity147.55 Cr0.22%
Greenpanel Industries Ltd Ordinary SharesEquity138.75 Cr0.21%
Dhanuka Agritech LtdEquity132.37 Cr0.20%
Mahindra Holidays & Resorts India LtdEquity88.06 Cr0.13%
Jagran Prakashan LtdEquity67.7 Cr0.10%
Delta Corp LtdEquity48.45 Cr0.07%
VST Industries LtdEquity38.91 Cr0.06%

Allocation By Market Cap (Equity)

Large Cap Stocks

5.37%

Mid Cap Stocks

65.87%

Small Cap Stocks

20.44%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services16,346.92 Cr24.19%
Consumer Cyclical12,510.19 Cr18.51%
Healthcare8,292.97 Cr12.27%
Technology6,652.77 Cr9.84%
Industrials6,272.04 Cr9.28%
Basic Materials4,396.24 Cr6.51%
Consumer Defensive2,928.96 Cr4.33%
Communication Services1,965.1 Cr2.91%
Energy1,631.22 Cr2.41%
Utilities958.43 Cr1.42%

Risk & Performance Ratios

Standard Deviation

This fund

15.30%

Cat. avg.

16.75%

Lower the better

Sharpe Ratio

This fund

1.02

Cat. avg.

0.67

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.07

Higher the better

Fund Managers

CS

Chirag Setalvad

Since June 2007

DM

Dhruv Muchhal

Since June 2023

Additional Scheme Detailsas of 28th February 2025

ISIN
INF179K01CR2
Expense Ratio
1.42%
Exit Load
1.00%
Fund Size
₹67,579 Cr
Age
17 years 9 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund size
1Y
Bandhan Midcap Fund Regular Growth

Very High Risk

2.1%1.0%₹1353.07 Cr10.2%
Bandhan Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹1353.07 Cr11.8%
Motilal Oswal Midcap Fund Regular Growth

Very High Risk

1.6%1.0%₹23703.68 Cr18.1%
HDFC NIFTY Midcap 150 ETF

Very High Risk

0.2%-₹15.15 Cr-
Mirae Asset Midcap Fund Regular Growth

Very High Risk

1.7%1.0%₹13830.67 Cr5.3%
Mirae Asset Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹13830.67 Cr6.4%
Axis Midcap Fund Regular Growth

Very High Risk

1.6%1.0%₹26087.92 Cr12.5%
Mahindra Manulife Mid Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹3067.16 Cr12.7%
Mahindra Manulife Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3067.16 Cr11.1%
Tata Mid Cap Growth Fund Regular Growth

Very High Risk

1.9%1.0%₹3954.92 Cr8.0%

About the AMC

HDFC Mutual Fund

HDFC Mutual Fund

Total AUM

₹7,38,172 Cr

Address

“HUL House”, 2nd Floor, Mumbai, 400 020

Other Funds by HDFC Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
HDFC Pharma and Healthcare Fund Direct Growth

Very High Risk

0.9%1.0%₹1468.68 Cr32.8%
HDFC Technology Fund Direct Growth

Very High Risk

1.0%1.0%₹1298.21 Cr17.4%
HDFC Fixed Maturity Plan 1162 Days March 2022 Series 46 Direct Growth

Low Risk

-0.0%₹32.81 Cr7.3%
HDFC FMP 1204D December 2022 (47) Direct Growth

Low to Moderate Risk

--₹51.24 Cr7.6%
HDFC Fixed Maturity Plans 1269 Days March 2023 Series 47 Direct Growth

Low to Moderate Risk

-0.0%₹76.38 Cr7.9%
HDFC Fixed Maturity Plans 1359 Days September 2022 Series 46 Direct Growth

Low to Moderate Risk

-0.0%₹316.54 Cr7.8%
HDFC Fixed Maturity Plan 1406 Days August 2022 Series 46 Direct Growth

Moderate Risk

-0.0%₹246.30 Cr8.0%
HDFC Fixed Maturity Plans 1113 Days March 2019 Series 44 Plan 1 Direct Growth

Moderate Risk

-0.0%--
HDFC Fixed Maturity Plan 1876 Days Series 46 Direct Growth

Low to Moderate Risk

-0.0%₹32.24 Cr8.3%
HDFC Fixed Maturity Plans Series 46 1158D July 2022 Direct Growth

Low Risk

-0.0%₹161.40 Cr7.4%
HDFC Fixed Maturity Plan 1861 Days Series 46 Direct Growth

Low to Moderate Risk

-0.0%₹460.64 Cr8.4%
HDFC FMP 2638D February 2023 (47) Direct Growth

Moderate Risk

-0.0%₹151.02 Cr10.0%
HDFC Fixed Maturity Plans 1127 Days April 2019 Series 44 Plan 1 Direct Growth

Moderate Risk

----
HDFC Balanced Advantage Fund Direct Growth

Very High Risk

0.8%1.0%₹90374.53 Cr10.1%
HDFC Hybrid Equity Fund Direct Growth

Very High Risk

1.1%1.0%₹22130.68 Cr8.5%
HDFC Dynamic PE Ratio Fund of Funds Plan A Direct Growth

High Risk

0.2%0.0%₹46.78 Cr7.0%
HDFC Small Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹28119.87 Cr4.5%
HDFC Housing Opportunities Fund Direct Growth

Very High Risk

1.3%1.0%₹1165.41 Cr3.6%
HDFC Large and Mid Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹21526.58 Cr9.8%
HDFC Nifty G-Sec July 2031 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹686.96 Cr10.0%
HDFC Nifty G-sec Dec 2026 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1343.35 Cr7.9%
HDFC Business Cycle Fund Direct Growth

Very High Risk

0.9%1.0%₹2639.70 Cr5.6%
HDFC NIFTY Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹349.89 Cr5.6%
HDFC Credit Risk Debt Fund Direct Growth

High Risk

1.0%1.0%₹7231.28 Cr8.6%
HDFC Nifty SDL Oct 2026 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹196.41 Cr8.1%
HDFC Banking and PSU Debt Fund Direct Growth

Moderate Risk

0.4%0.0%₹5806.86 Cr8.5%
HDFC Banking & Financial Services Fund Direct Growth

Very High Risk

1.0%1.0%₹3478.38 Cr13.3%
HDFC Non-Cyclical Consumer Fund Direct Growth

Very High Risk

1.1%1.0%₹824.61 Cr12.3%
HDFC Asset Allocator Fund of Funds Direct Growth

High Risk

0.1%1.0%₹3524.91 Cr13.2%
HDFC Gold Fund Direct Growth

High Risk

0.2%1.0%₹3303.23 Cr30.5%
HDFC Gilt Fund Direct Growth

Moderate Risk

0.5%0.0%₹2961.38 Cr9.8%
HDFC Dynamic Debt Fund Direct Growth

Moderate Risk

0.8%0.0%₹779.54 Cr9.2%
HDFC Medium Term Debt Fund Direct Growth

Moderately High risk

0.7%0.0%₹3912.37 Cr8.9%
HDFC Income Fund Direct Growth

Moderate Risk

0.8%0.0%₹875.07 Cr9.3%
HDFC Infrastructure Fund Direct Growth

Very High Risk

1.0%1.0%₹2104.89 Cr6.5%
HDFC Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹68215.48 Cr7.3%
HDFC Corporate Bond Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹31898.00 Cr8.9%
HDFC Mid-Cap Opportunities Fund Direct Growth

Very High Risk

0.8%1.0%₹67578.59 Cr12.6%
HDFC Hybrid Debt Fund Direct Growth

Moderately High risk

1.1%1.0%₹3255.97 Cr8.8%
HDFC TaxSaver Direct Growth

Very High Risk

1.1%0.0%₹14671.37 Cr14.3%
HDFC Multi - Asset Fund Direct Growth

High Risk

0.8%1.0%₹3837.22 Cr11.6%
HDFC Equity Savings Fund Direct Growth

Moderately High risk

0.9%1.0%₹5460.36 Cr7.2%
HDFC Short Term Debt Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹14390.68 Cr8.7%
HDFC Top 100 Fund Direct Growth

Very High Risk

1.0%1.0%₹33913.31 Cr6.6%
HDFC S&P BSE 500 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹189.63 Cr6.5%
HDFC Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹260.49 Cr8.4%
HDFC Dividend Yield Fund Direct Growth

Very High Risk

0.8%1.0%₹5511.70 Cr6.6%
HDFC Low Duration Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹18611.34 Cr8.1%
HDFC Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹18053.77 Cr7.8%
HDFC Capital Builder Value Fund Direct Growth

Very High Risk

1.1%1.0%₹6400.46 Cr11.3%

Still got questions?
We're here to help.

The NAV of HDFC Mid-Cap Opportunities Fund Regular Growth, as of 27-Mar-2025, is ₹174.04.
The fund has generated 11.90% over the last 1 year and 24.67% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 92.48% in equities, 0.00% in bonds, and 7.52% in cash and cash equivalents.
The fund managers responsible for HDFC Mid-Cap Opportunities Fund Regular Growth are:-
  1. Chirag Setalvad
  2. Dhruv Muchhal
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