HDFC Mid Cap Opportunities Fund Direct Growth
Equity
Direct
Mid-Cap
NAV as on 12-02-2025
₹ 187.54
1D
Inception Returns
20.9%
/yr
About HDFC Mid Cap Opportunities Fund Direct Growth
An open ended equity scheme predominantly investing in mid cap stocks. The scheme follows a predominantly Mid cap strategy with a minimum exposure of 65% to Mid-Cap stocks. The Scheme may also seek participation in other equity and equity related securities to achieve optimal portfolio construction.The aim of equity strategy will be to predominantly build a portfolio of mid-cap companies which have reasonable growth prospects, sound financial strength, sustainable business models and acceptable valuation that offers potential for capital appreciation.The scheme invests in stocks such as Hindustan Aeronautics, Max Healthcare and Sundaram Fasteners.
Key Parameters
- HDFC Mid Cap Opportunities Fund Direct Growth has ₹77967 Cr worth of assets under management (AUM) as on Nov 2024 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
HDFC Mid Cap Opportunities Fund Direct Growth has given a CAGR return of 20.91% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.78%, 24.09% and 25.66% respectively.
Holdings
HDFC Mid Cap Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Industrial, Tech, Basic Materials, Consumer Defensive, Communication, Energy, Utilities. Its top holdings are Max Financial Services Ltd, Indian Hotels Co Ltd, Coforge Ltd, Balkrishna Industries Ltd, The Federal Bank Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of HDFC Mid Cap Opportunities Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Mid Cap Opportunities Fund Direct Growth has no lock in period.
Historical NAV & Returns
INDmoney Rank for HDFC Mid Cap Opportunities Fund Direct Growth
HDFC Mid Cap Opportunities Fund Direct Growth Overview
| Expense ratio | 0.76% |
Benchmark | S&P BSE Midcap TR INR |
| AUM | ₹77967 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 18.46% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (12-Feb-25)
Fund Distribution
as on (30-Nov-24)
- This fund’s returns stands at 0.46% whereas the fund’s underlying benchmark Nifty Midcap 150 returns stands at -0.54% as on Nov'24
- This fund outperformed Nifty Midcap 150 by 1.00% in Nov'24
- AUM of the fund stands at 76.1K Cr as of Dec'24
- AUM increased by 1K Cr between Dec'24 and Nov'24
Top 3 Sectors in December were Financial Services, Consumer Cyclical & Health
Top Growth Drivers | 1M Return |
|---|---|
 Indian Bank | 7.9% |
 AIA Engineering Ltd | 7.7% |
 Mahindra & Mahindra Financial Services Ltd | 7% |
Mutual Fund Insights
HDFC Mid Cap Opportunities Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹77967 Cr
Expense Ratio 0.76%
Frequently Asked Questions for HDFC Mid Cap Opportunities Fund Direct Growth
HDFC Mid Cap Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -6.49% | -6.49% |
6 Month Returns | -6.78% | -6.78% |
1 Year Returns | 11.78% | 11.78% |
3 Years Returns | 91.06% | 24.09% |
5 Years Returns | 213.27% | 25.66% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC Mid Cap Opportunities Fund Direct Growth | 4.04 | 4.97 | 2.4 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC Mid Cap Opportunities Fund Direct Growth | 0.87 | 0.88 | 0.92 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC Mid Cap Opportunities Fund Direct Growth | 0.63 | 1.21 | 1.01 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC Mid Cap Opportunities Fund Direct Growth | 13.6 | 14.6 | 20.68 |