HDFC Mid-Cap Opportunities Fund – Direct Growth

Equity · Mid Cap
 · ★★★★
100
Min SIP
100
Min Lumpsum
0.86 %
Expense Ratio
★★★★
Rating
47,236
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 25 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 29.9% 35.9% 19.8% 20.7%
Category Average 32.1% 34.7% 19.9% -

Scheme Allocation

By Holding
By Sector
By Asset
3.65%
2.85%
Others
83.02%
View all Holdings
Holdings Sector Instrument Asset
Indian Hotels Co Hotels & Restaurants Equity 4.26%
Tata Comm Telecomm-Service Equity 3.65%
Max Healthcare Healthcare Equity 3.21%
Bharat Electron Electronics Equity 3.01%
Apollo Tyres Tyres Equity 2.85%
Cholaman.Inv.&Fn Finance Equity 2.79%
Sundram Fasten. Auto Ancillaries Equity 2.66%
AIA Engineering Castings, Forgings & Fastners Equity 2.65%
Indian Bank Banks Equity 2.6%
Coforge IT - Software Equity 2.54%
Hind.Aeronautics Capital Goods-Non Electrical Equipment Equity 2.48%
REC Ltd Finance Equity 2.48%
Ipca Labs. Pharmaceuticals Equity 2.45%
Shriram Finance Finance Equity 2.45%
Max Financial Finance Equity 2.42%
Balkrishna Inds Tyres Equity 2.41%
SKF India Bearings Equity 2.36%
Jindal Steel Steel Equity 2.17%
Federal Bank Banks Equity 2.09%
Persistent Sys IT - Software Equity 2.08%
Supreme Inds. Plastic products Equity 1.97%
Crompton Gr. Con Consumer Durables Equity 1.83%
Power Fin.Corpn. Finance Equity 1.81%
Union Bank (I) Banks Equity 1.62%
H P C L Refineries Equity 1.6%
M & M Fin. Serv. Finance Equity 1.43%
Solar Industries Chemicals Equity 1.39%
Aurobindo Pharma Pharmaceuticals Equity 1.29%
Gujarat Fluoroch Chemicals Equity 1.28%
K E C Intl. Capital Goods - Electrical Equipment Equity 1.28%
Redington Trading Equity 1.18%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.07%
KNR Construct. Construction Equity 1.06%
Dixon Technolog. Consumer Durables Equity 1.03%
Oracle Fin.Serv. IT - Software Equity 1.02%
Tata Chemicals Chemicals Equity 0.96%
Atul Chemicals Equity 0.93%
Aarti Industries Chemicals Equity 0.92%
Glenmark Pharma. Pharmaceuticals Equity 0.92%
Zee Entertainmen Entertainment Equity 0.92%
City Union Bank Banks Equity 0.86%
Karur Vysya Bank Banks Equity 0.85%
Greenlam Industr Miscellaneous Equity 0.82%
VST Industries Tobacco Products Equity 0.77%
Emami FMCG Equity 0.76%
Chola Financial Finance Equity 0.66%
Vardhman Textile Textiles Equity 0.64%
Nippon Life Ind. Finance Equity 0.63%
Symphony Consumer Durables Equity 0.62%
Schaeffler India Bearings Equity 0.55%
Greenpanel Inds. Miscellaneous Equity 0.53%
Vesuvius India Refractories Equity 0.53%
Navneet Educat. Printing & Stationery Equity 0.52%
RBL Bank Banks Equity 0.51%
Sona BLW Precis. Auto Ancillaries Equity 0.51%
Arvind Ltd Textiles Equity 0.45%
Delta Corp Miscellaneous Equity 0.43%
Dilip Buildcon Infrastructure Developers & Operators Equity 0.43%
Jagran Prakashan Media - Print/Television/Radio Equity 0.31%
Greenply Industr Miscellaneous Equity 0.26%
Mahindra Holiday Hotels & Restaurants Equity 0.26%
Mankind Pharma Trading Equity 0.23%
Dhanuka Agritech Agro Chemicals Equity 0.18%
Finance
11.82%
Auto Components
10.14%
Industrial Products
8.82%
Banks
8.23%
Debt
7.27%
Others
53.72%
View all Sectors
Sectors Asset
Finance 11.82%
Auto Components 10.14%
Industrial Products 8.82%
Banks 8.23%
Debt 7.27%
Aerospace & Defense 5.69%
Chemicals & Petrochemical 5.13%
Consumer Durables 5.08%
IT-Software 5.03%
Pharmaceuticals & Biotech 5.01%
Leisure Services 4.88%
Telecom-Services 3.81%
Healthcare Services 3.37%
Ferrous Metals 2.2%
Insurance 2.17%
Petroleum Products 1.89%
Commercial Services & Sup 1.41%
Construction 1.35%
Electrical Equipments 1.26%
Textiles & Apparels 0.99%
Entertainment 0.89%
CigaretteS & Tobacco Prod 0.84%
Personal Products 0.7%
Capital Markets 0.67%
Printing & Publication 0.51%
Cash & Others 0.35%
Media 0.31%
Fertilisers & Agrochemica 0.18%
Equity
91.43%
Reverse Repos
8.52%
Net Curr Ass/Net Receivables
0.05%

Advance Ratio

3.9
Alpha
4.32
SD
0.9
Beta
2.08
Sharpe

Exit Load

Exit Load Nil

Fund Objective

HDFC is a private-sector bank in India. It was established in 1994 to advance financial inclusion and work toward a society of inclusive financial services. Today, it is a leading bank in India with a presence in 17 countries across Asia, Africa, and the Middle East.

HDFC Mid-Cap Opportunities Fund is a mid-cap oriented equity fund by HDFC Mutual Fund. The fund aims to achieve capital appreciation through investments in stocks of small, medium, and large-sized companies. The fund is being managed by Chirag Setalvad and was started in the year 2008.

Pros & Cons

Pros Cons
The fund has an excellent 3-year trailing returns record, with returns of over 24.7%. With any equity investment, there is always the risk of loss, and Mid Cap stocks tend to be more volatile than large-cap stocks.
The fund’s diversified portfolio of mid-cap stocks reduces the risk. The fund has a high expense ratio.
The name HDFC gives a lot of trust and reliability to investors. Just because the fund is relatively new, there needs to be more data available to assess its long-term prospects.

Who Should Invest in HDFC Mid Cap Opportunities Fund?

HDFC Mid Cap Opportunities Fund is an excellent option for those seeking a mid-cap fund with a proven track record. Since 2008, the fund has been managed and outperformed by HDFC Asset Management Company.

The fund has 95.54% investment in domestic equities, of which 2.82% is in Large Cap stocks, 58.65% is in Mid Cap stocks, and 19.68% in Small Cap stocks. This makes it suitable for investors looking to invest money for at least 3-4 years and even more and looking for high returns.

These schemes should only be considered if you can tolerate high risk. A longer investment horizon, between seven and ten years, would be a better option. Investors can better navigate volatility if they have a longer investment horizon.

What are the Benefits of Investing in the HDFC Mid Cap Opportunities Fund?

HDFC Mid Cap Opportunities Fund, a mutual fund that invests in mid-cap companies, aims to create long-term capital growth. Some benefits of investing in this fund include the following:

  1. Diversification: The fund can reduce the portfolio’s overall risk by investing in various mid-cap companies.
  2. Potential for higher returns: Mid-cap companies have the potential to grow faster than large-cap companies, which can lead to higher returns for investors.
  3. Professional management: The fund is managed by experienced professionals who use their expertise and market knowledge to select the best investment opportunities.
  4. Liquidity: The fund is easily redeemable, providing investors with high liquidity.
  5. Convenience: Investing in a mutual fund is a convenient way to gain exposure to a diversified portfolio of mid-cap companies.

Fund Managers

Chirag Setalvad - Fund Management and Equity Research - Fund Manager

Mr Setalvad is one of the top Equity fund managers of HDFC mutual fund, managing the AUM of ₹63,256 Cr under 9 different schemes. He has over 22 years of experience collectively, of which 18 years of experience is in Fund Management and Equity Research and 3 years in investment banking.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HDFC Mutual Fund
AUM:
4,89,893 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com

Frequently Asked Questions

How to invest in HDFC Mid-Cap Opportunities Fund – Direct Growth ?

You can invest in HDFC Mid-Cap Opportunities Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HDFC Mid-Cap Opportunities Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HDFC Mid-Cap Opportunities Fund – Direct Growth ?

The NAV of HDFC Mid-Cap Opportunities Fund – Direct Growth is ₹142.1 as of 25 September 2023.

How to redeem HDFC Mid-Cap Opportunities Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HDFC Mid-Cap Opportunities Fund – Direct Growth?

The minimum SIP amount of HDFC Mid-Cap Opportunities Fund – Direct Growth is ₹100

What are the top sectors HDFC Mid-Cap Opportunities Fund – Direct Growth has invested in?

The top sectors HDFC Mid-Cap Opportunities Fund – Direct Growth has invested in are
  1. Finance - 11.82%
  2. Auto Components - 10.14%
  3. Industrial Products - 8.82%
  4. Banks - 8.23%
  5. Debt - 7.27%

Can I make investments in both the SIP and Lump Sum schemes of HDFC Mid-Cap Opportunities Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HDFC Mid-Cap Opportunities Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have HDFC Mid-Cap Opportunities Fund – Direct Growth generated ?

The HDFC Mid-Cap Opportunities Fund – Direct Growth has delivered 20.7% since inception

What is the expense ratio of HDFC Mid-Cap Opportunities Fund – Direct Growth ?

The expense ratio of HDFC Mid-Cap Opportunities Fund – Direct Growth is 0.86 % as of 25 September 2023.

What is the AUM of HDFC Mid-Cap Opportunities Fund – Direct Growth?

The AUM of HDFC Mid-Cap Opportunities Fund – Direct Growth is ₹4,89,893 Cr as of 25 September 2023

What are the top stock holdings of HDFC Mid-Cap Opportunities Fund – Direct Growth?

The top stock holdings of HDFC Mid-Cap Opportunities Fund – Direct Growth are
  1. Indian Hotels Co - 4.26%
  2. Tata Comm - 3.65%
  3. Max Healthcare - 3.21%
  4. Bharat Electron - 3.01%
  5. Apollo Tyres - 2.85%

How can I redeem my investments in HDFC Mid-Cap Opportunities Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Mid-Cap Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Is there any lock in period for HDFC Mid-Cap Opportunities Fund - Direct Growth?

No, there is no lock in period for HDFC Mid-Cap Opportunities Fund – Direct Growth.

Invest Now