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HDFC Mid-Cap Opportunities Fund Direct Growth

Growth
209.040.35% (-0.74)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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HDFC Mid-Cap Opportunities Fund Performance & Key Metrics

HDFC Mid-Cap Opportunities Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7750.110.23
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.8948.772.14

HDFC Mid-Cap Opportunities Fund Scheme InfoHDFC Mid-Cap Opportunities Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Flexi Cap Fund

About Flexi Cap Fund

Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.

HDFC Mid-Cap Opportunities Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

HDFC Mid-Cap Opportunities Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityFlexi Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Mid-Cap Opportunities Fund7.98%32.71%21.41%
Parag Parikh Flexi Cap Fund12.52%24.47%20.07%
Nippon India Small Cap Fund1.58%30.79%25.60%
Kotak Emerging Equity Fund7.93%27.93%21.22%

HDFC Mid-Cap Opportunities Fund Returns Comparison

Compare HDFC Mid-Cap Opportunities Fund with any MF, ETF, stock or index
Compare HDFC Mid-Cap Opportunities Fund with any MF, ETF, stock or index
HDFC Mid-Cap Opportunities Fund
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HDFC Mid-Cap Opportunities Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

HDFC Mid-Cap Opportunities Fund Asset Allocation

HDFC Mid-Cap Opportunities Fund Asset Allocation

Actual

Target

Mar 2024

May 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity8.26%91.74%

Mar 2024

May 2024

Sep 2024

Nov 2024

Tickertape Separator

HDFC Mid-Cap Opportunities Fund Sector Distribution

HDFC Mid-Cap Opportunities Fund Sector Distribution

+33 morePrivate BanksPharmaceuticalsMiscellaneousIT Services & ConsultingAuto Parts57.63 %6.56 %8.19 %8.30 %9.16 %10.17 %

Mar 2024

May 2024

Sep 2024

Nov 2024

Tickertape Separator

HDFC Mid-Cap Opportunities Fund Sector Weightage

HDFC Mid-Cap Opportunities Fund Sector Weightage

Sep 23Dec 23Mar 24May 24Sep 24Nov 2410.96%10.81%9.66%11.11%0.00%10.17%
Auto Parts as a % of total holdings for last six quarters
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HDFC Mid-Cap Opportunities Fund Current Holdings

HDFC Mid-Cap Opportunities Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of HDFC Mid-Cap Opportunities Fund

AMC Profile of HDFC Mid-Cap Opportunities Fund

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

  • No.of Schemes

    83

  • Total AUM

    ₹ 8,06,227.99 Cr.

HDFC Mid-Cap Opportunities Fund Manager Details

HDFC Mid-Cap Opportunities Fund Manager Details

HDFC Mid-Cap Opportunities Fund Manager Profile

HDFC Mid-Cap Opportunities Fund Manager Profile

Chirag Setalvad

AUM:  ₹1,38,210.39 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Qualification

B.sc in Business Administration

Past Experience

Mr.Chirag Setalvad has 16 years of experience of which 13 years in Fund Management and Equity Research and 3 years in investment banking. From March 2007 till date he is with HDFC AMC. He has also worked with New Vernon Advisory Services Pvt. Ltd., HDFC AMC, ING Barings N.V.

Funds Managed (6)
4.56%
4.56%
28.46%
28.46%
1.59%
1.59%
7.30%
7.30%
31.83%
31.83%
1.40%
1.40%
5.45%
5.45%
29.64%
29.64%
0.73%
0.73%
7.98%
7.98%
32.71%
32.71%
0.77%
0.77%

HDFC Mid-Cap Opportunities Fund Manager Performance (0)

HDFC Mid-Cap Opportunities Fund Manager Performance (0)

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HDFC Mid-Cap Opportunities Fund Tax Implications

HDFC Mid-Cap Opportunities Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

HDFC Mid-Cap Opportunities Fund Review & Opinions

HDFC Mid-Cap Opportunities Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

HDFC Mid-Cap Opportunities Fund FAQs

HDFC Mid-Cap Opportunities Fund FAQs

  1. What is the NAV of HDFC Mid-Cap Opportunities Fund?

    The Current NAV of HDFC Mid-Cap Opportunities Fund is ₹209.04, as of 13th June 2025

  2. What are the returns of HDFC Mid-Cap Opportunities Fund?

    The HDFC Mid-Cap Opportunities Fund has been there since 31st December 2012
    • 1 Year Returns: 7.98
    • 3 Year Returns: 32.71
    • 5 Year Returns: 34.07

  3. What are the top 5 sectors holdings of HDFC Mid-Cap Opportunities Fund?

    The top sectors HDFC Mid-Cap Opportunities Fund has invested in are as for 31st 12 2012 are as follows -
    • Auto Parts | 10.17%
    • IT Services & Consulting | 9.16%
    • Miscellaneous | 8.30%
    • Pharmaceuticals | 8.19%
    • Private Banks | 6.56%

  4. What are the top 5 holdings HDFC Mid-Cap Opportunities Fund?

    The top 5 holdings for HDFC Mid-Cap Opportunities Fund are
    • TREPS - Tri-party Repo | 8.19%
    • Indian Hotels Company Ltd | 4.19%
    • Max Financial Services Ltd | 3.67%
    • Federal Bank Ltd | 3.51%
    • Coforge Ltd | 3.43%

  5. What is the asset allocation of HDFC Mid-Cap Opportunities Fund?

    The HDFC Mid-Cap Opportunities Fund is a plan that invests
    • Equity | 91.74%
    • Cash & Equivalents | 8.26%

  6. How to invest in HDFC Mid-Cap Opportunities Fund?

    If you wish to invest in HDFC Mid-Cap Opportunities Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the HDFC Mid-Cap Opportunities Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in HDFC Mid-Cap Opportunities Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of HDFC Mid-Cap Opportunities Fund?

    The AUM of HDFC Mid-Cap Opportunities Fund is 79717.67 Cr as of 13th June 2025

  8. What is the expense ratio of HDFC Mid-Cap Opportunities Fund Plan?

    The expense ratio of HDFC Mid-Cap Opportunities Fund Plan is 0.77

  9. How to exit HDFC Mid-Cap Opportunities Fund?

    If you have invested in HDFC Mid-Cap Opportunities Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of HDFC Mid-Cap Opportunities Fund?

    The alpha ratio for the HDFC Mid-Cap Opportunities Fund is 4.87

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of HDFC Mid-Cap Opportunities Fund?

    The volatility or standard deviation for the HDFC Mid-Cap Opportunities Fund is 15.90

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of HDFC Mid-Cap Opportunities Fund?

    The sharpe ratio for the HDFC Mid-Cap Opportunities Fund is 0.23

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of HDFC Mid-Cap Opportunities Fund?

    The Sortino ratio for the HDFC Mid-Cap Opportunities Fund is 0.02

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of HDFC Mid-Cap Opportunities Fund?

    The PE ratio (price-to-earnings) of the HDFC Mid-Cap Opportunities Fund is 50.11 while category PE ratio is 48.77

  15. 1. Test MF FAQ for Mutual Fund HDFC Mid-Cap Opportunities Fund Shares?

    The Current NAV of HDFC Mid-Cap Opportunities Fund is ₹209.04, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for HDFC Mid-Cap Opportunities Fund Plan?

    There is a lock in period of N/A for HDFC Mid-Cap Opportunities Fund