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HDFC Mid-Cap Opportunities Fund(G)

very highequitymid cap fund
178.58 0.34(0.19%) NAV as on 29 Apr 2025
2.91 % 1 M
9.72 % 1 Y
24.62 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND 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 realized.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

1.42

As on 31 Mar, 2025
age-icon Age :

17 yrs 10 m

Since 25 06 ,2007
exit_load Exit Load :

1%

aum AUM :

72,610.08 Crs

lock_in Lock-in :

1% on or before 1Y, Nil after 1Y

investing_style Investing Style :

Mid Growth

Portfolio_book_value Portfolio Price To Book Value :

6.67

Min_Investment Min. Investment :

SIP 100 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Chirag Setalvad

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2025
Others 7.00 %
Equity 93.00 %

TOP HOLDINGS

Max Financial Services Ltd.4.04 %
The Indian Hotels Company Ltd.3.69 %
The Federal Bank Ltd.3.39 %
Coforge Ltd.3.36 %
Ipca Laboratories Ltd.3.27 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs8.48
IT - Software8.46
Bank - Private7.67
Tyres & Allied6.15
Bank - Public4.43
See All Sectors

5-YEARS HISTORY

Financial Year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)73.4190.7999.75156.82173.51
Net Assets(Rs Crores) (as on 31-Mar-2025) 26471.11 31309.44 35172.92 60417.99 72610.08
Scheme Returns(%)(Absolute)91.8822.108.9556.709.11
B'mark Returns(%)(Absolute)NANANANANA
Category Rank53/21887/2042/315/2914/30

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

HDFC Mid-Cap Opportunities Fund(G)Very HighEquity178.580.34(0.19%)NAV As on 29 Apr, 202525-Jun-2007Inception Date72,610.08AUM In Cr.9.72%1Y24.62%3Y32.69%5Y17.52%Since Inception
Motilal Oswal Midcap Fund-Reg(G)Very HighEquity94.900.93(0.99%)NAV As on 29 Apr, 202524-Feb-2014Inception Date26,028.34AUM In Cr.14.46%1Y26.86%3Y36.36%5Y22.29%Since Inception
Nippon India Growth Fund(G)Very HighEquity3866.2618.84(0.49%)NAV As on 29 Apr, 202508-Oct-1995Inception Date33,174.74AUM In Cr.11.48%1Y23.74%3Y33.35%5Y22.31%Since Inception
Invesco India Midcap Fund(G)Very HighEquity159.080.86(0.54%)NAV As on 29 Apr, 202519-Apr-2007Inception Date5,779.32AUM In Cr.18.11%1Y23.41%3Y29.70%5Y16.57%Since Inception
ITI Mid Cap Fund-Reg(G)Very HighEquity19.70-0.01(-0.07%)NAV As on 29 Apr, 202505-Mar-2021Inception Date1,091.64AUM In Cr.2.68%1Y22.47%3YNA%5Y17.73%Since Inception
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