HDFC Mid-Cap Opportunities Fund – Direct Growth

Equity · Mid Cap
 · ★★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.75 %
Expense Ratio
★★★★
Rating
60,417
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 23 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 57.1% 30.8% 24.6% 21.8%
Category Average 59.2% 28.5% 24.9% -

Scheme Allocation

By Holding
By Sector
By Asset
3.36%
3.23%
Others
82.56%
View all Holdings
Holdings Sector Instrument Asset
Indian Hotels Co Hotels & Restaurants Equity 4.55%
Tata Comm Telecomm-Service Equity 3.36%
Apollo Tyres Tyres Equity 3.23%
Max Financial Finance Equity 3.21%
Max Healthcare Healthcare Equity 3.09%
Federal Bank Banks Equity 3.07%
Indian Bank Banks Equity 2.93%
Ipca Labs. Pharmaceuticals Equity 2.66%
H P C L Refineries Equity 2.58%
Coforge IT - Software Equity 2.5%
Union Bank (I) Banks Equity 2.43%
Persistent Sys IT - Software Equity 2.41%
AIA Engineering Castings, Forgings & Fastners Equity 2.25%
Aurobindo Pharma Pharmaceuticals Equity 2.17%
Jindal Steel Steel Equity 2.11%
Power Fin.Corpn. Finance Equity 2.07%
REC Ltd Finance Equity 1.94%
Solar Industries Aerospace & Defence Equity 1.94%
Balkrishna Inds Tyres Equity 1.88%
Bharat Electron Aerospace & Defence Equity 1.87%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.84%
Dixon Technolog. Consumer Durables Equity 1.8%
Hind.Aeronautics Aerospace & Defence Equity 1.77%
Sundram Fasten. Auto Ancillaries Equity 1.77%
M & M Fin. Serv. Finance Equity 1.73%
SKF India Bearings Equity 1.61%
Oracle Fin.Serv. IT - Software Equity 1.58%
ACC Cement Equity 1.34%
Fortis Health. Healthcare Equity 1.34%
Supreme Inds. Plastic products Equity 1.31%
Mphasis IT - Software Equity 1.28%
Crompton Gr. Con Consumer Durables Equity 1.27%
PB Fintech. IT - Software Equity 1.25%
Redington Trading Equity 1.22%
AU Small Finance Banks Equity 1.11%
K E C Intl. Capital Goods - Electrical Equipment Equity 1.04%
Gujarat Fluoroch Chemicals Equity 1.02%
Karur Vysya Bank Banks Equity 1%
KNR Construct. Infrastructure Developers & Operators Equity 0.96%
Glenmark Pharma. Pharmaceuticals Equity 0.9%
Gland Pharma Pharmaceuticals Equity 0.88%
Aarti Industries Chemicals Equity 0.87%
Tata Chemicals Chemicals Equity 0.76%
Nippon Life Ind. Finance Equity 0.75%
Greenlam Industr Plywood Boards/Laminates Equity 0.73%
Cholaman.Inv.&Fn Finance Equity 0.7%
City Union Bank Banks Equity 0.58%
Vardhman Textile Textiles Equity 0.56%
Arvind Ltd Textiles Equity 0.53%
Emami FMCG Equity 0.53%
Five-Star Bus.Fi Finance Equity 0.49%
Symphony Consumer Durables Equity 0.48%
Timken India Bearings Equity 0.48%
Sona BLW Precis. Auto Ancillaries Equity 0.47%
Dilip Buildcon Infrastructure Developers & Operators Equity 0.46%
Zee Entertainmen Entertainment Equity 0.43%
Chola Financial Finance Equity 0.42%
Vesuvius India Refractories Equity 0.4%
VST Industries Tobacco Products Equity 0.38%
Atul Chemicals Equity 0.37%
Navneet Educat. Printing & Stationery Equity 0.37%
Greenpanel Inds. Plywood Boards/Laminates Equity 0.32%
Greenply Industr Plywood Boards/Laminates Equity 0.23%
Schaeffler India Bearings Equity 0.21%
Mahindra Holiday Hotels & Restaurants Equity 0.2%
Dhanuka Agritech Agro Chemicals Equity 0.18%
Jagran Prakashan Media - Print/Television/Radio Equity 0.17%
Delta Corp Miscellaneous Equity 0.15%
Banks
11.1%
IT-Software
8.4%
Auto Components
7.83%
Industrial Products
7.76%
Finance
7.53%
Others
57.38%
View all Sectors
Sectors Asset
Banks 11.1%
IT-Software 8.4%
Auto Components 7.83%
Industrial Products 7.76%
Finance 7.53%
Debt 6.49%
Pharmaceuticals & Biotech 6.23%
Consumer Durables 4.95%
Leisure Services 4.94%
Chemicals & Petrochemical 4.65%
Healthcare Services 4.22%
Aerospace & Defense 3.81%
Telecom-Services 3.23%
Insurance 3.12%
Petroleum Products 2.77%
Ferrous Metals 1.93%
Construction 1.5%
Cement & Cement Products 1.41%
Financial Technology (Fin 1.31%
Commercial Services & Sup 1.22%
Textiles & Apparels 1.1%
Electrical Equipments 1.09%
Capital Markets 0.83%
Personal Products 0.57%
Entertainment 0.51%
Printing & Publication 0.41%
CigaretteS & Tobacco Prod 0.4%
Cash & Others 0.3%
Media 0.2%
Fertilisers & Agrochemica 0.19%
Equity
92.49%
Reverse Repos
7.13%
Net Curr Ass/Net Receivables
0.38%

Advance Ratio

4.53
Alpha
3.76
SD
0.86
Beta
1.59
Sharpe

Exit Load

Exit Load 1.00% - If units are redeemed / switched out within 1 year from the date of allotment. Nil - If units are redeemed / switched out after 1 year from the date of allotment.

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:
6,17,677 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

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Equity

Debt

Hybrid

equity
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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 ₹174.3 as of 23 April 2024.

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. Banks - 11.1%
  2. IT-Software - 8.4%
  3. Auto Components - 7.83%
  4. Industrial Products - 7.76%
  5. Finance - 7.53%

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 21.8% 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 0.75 % as of 23 April 2024.

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

The AUM of HDFC Mid-Cap Opportunities Fund – Direct Growth is ₹6,17,677 Cr as of 23 April 2024

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 - 4.55%
  2. Tata Comm - 3.36%
  3. Apollo Tyres - 3.23%
  4. Max Financial - 3.21%
  5. Max Healthcare - 3.09%

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