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HDFC MiD-Cap Opportunities Fund

HDFC MiD-Cap Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.20

as on 19 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,120 today.

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NAV Performance

HDFC MiD-Cap Opportunities Fund performance graph for last 3 years
Performance of HDFC MiD-Cap Opportunities Fund for last 3 Years

Fund Information

  • ₹ 84.180

    as on 19 May 2022
  • Regular - Growth

  • 13 / 25

  • ₹ 5,000

  • ₹ 30,782 Cr.

    as on 31 Dec 2021
  • 1.65%

  • 25 Jun 2007

  • Equity - Mid Cap Fund

  • Nifty 50

  • HDFC Mutual Fund

    Show All Funds
  • HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

HDFC MiD-Cap Opportunities Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 25 Jun 2007. This fund is offered by one of the top AMC (Assets Management Company) HDFC Mutual Fund. You can also view here all other Equity funds offered by HDFC Mutual Fund.

Latest NAV of the fund is ₹ 84.180 as on 19 May 2022.

This fund has 14 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.65%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies

List of Fund Managers of HDFC MiD-Cap Opportunities Fund

  • About Chirag Setalvad

    Picture of Chirag SetalvadCollectively over 22 years of experience, of which 18 years in Fund Management and Equity Research and 3 years in investment banking.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -3.84% -1.35% -0.90% 26.13% 56.37% 30.90% 18.35% 20.19% 5.63% 34.98% 36.07% 24.67% 18.65%
Category Average -8.64% -6.48% -11.74% 9.73% 42.64% 19.19% 11.42% 17.43% -9.33% 19.77% 21.67% 15.24% 15.85%
HDFC MiD-Cap Opportunities Fund -9.02%₹ 9,097 -5.58%₹ 9,442 -9.08%₹ 9,091 7.81%₹ 10,781 -7.02%₹ 11,543 43.94%₹ 20,717 20.60%₹ 29,319 17.20%₹ 16,120 21.68%₹ 49,391 10.46%₹ 16,452 14.57%₹ 86,386 18.55%₹ 54,897 16.18%₹ 2,80,300
Kotak Emerging Equity Fund -8.47%₹ 9,152 -4.38%₹ 9,562 -8.94%₹ 9,105 11.25%₹ 11,125 -5.35%₹ 11,653 47.50%₹ 21,756 23.86%₹ 30,195 21.87%₹ 18,131 24.91%₹ 51,636 13.15%₹ 18,550 17.92%₹ 93,790 19.94%₹ 61,700 18.65%₹ 3,20,111
PGIM India Midcap Opportunities Fund -8.04%₹ 9,196 -8.21%₹ 9,178 -13.17%₹ 8,683 13.29%₹ 11,329 -8.90%₹ 11,419 56.37%₹ 24,452 28.12%₹ 31,353 30.90%₹ 22,479 33.93%₹ 58,254 15.46%₹ 20,523 23.50%₹ 1,07,372 - -
Edelweiss Mid Cap Fund -8.24%₹ 9,175 -5.50%₹ 9,449 -11.92%₹ 8,807 8.81%₹ 10,881 -8.96%₹ 11,415 45.36%₹ 21,130 22.19%₹ 29,743 21.95%₹ 18,166 24.58%₹ 51,405 13.17%₹ 18,568 17.24%₹ 92,257 - -
Axis Mid Cap Fund -8.62%₹ 9,137 -7.39%₹ 9,261 -16.08%₹ 8,391 6.60%₹ 10,659 -14.07%₹ 11,073 32.92%₹ 17,666 13.68%₹ 27,490 19.89%₹ 17,257 18.31%₹ 47,123 16.40%₹ 21,372 16.56%₹ 90,727 19.86%₹ 61,277 17.32%₹ 2,98,040
Nippon India Growth Fund -8.76%₹ 9,124 -6.51%₹ 9,348 -12.50%₹ 8,749 13.15%₹ 11,315 -7.81%₹ 11,491 46.54%₹ 21,474 22.40%₹ 29,800 19.68%₹ 17,165 23.48%₹ 50,637 13.16%₹ 18,559 17.01%₹ 91,724 16.50%₹ 46,095 15.79%₹ 2,74,352

Portfolio Holdings

Portfolio holdings pattern of HDFC MiD-Cap Opportunities Fund as on 21 May 2022 are listed below:

  • Equity Holdings:

    95.12%
  • Debt Holdings:

    0.69%
  • Others Holdings:

    4.88%

Top Sector Holdings of HDFC MiD-Cap Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 9.74% ₹ 3,061.41 Cr.
Chemicals - Speciality 6.86% ₹ 2,156.72 Cr.
Tyres & allied 6.49% ₹ 2,039.43 Cr.
Pharmaceuticals 5.38% ₹ 1,695.77 Cr.
Banks 4.82% ₹ 1,516.56 Cr.
Others 66.71% -

Top Stock Holdings of HDFC MiD-Cap Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Bharat Electronics Ltd. 4.61% ₹ 1,448.64 Cr.
Cholamandalam Investment & Finance Co. Ltd. 4.39% ₹ 1,381.70 Cr.
Balkrishna Industries Ltd. 4.25% ₹ 1,335.96 Cr.
Max Healthcare Institute Ltd. 3.95% ₹ 1,240.49 Cr.
Sundram Fasteners Ltd. 3.77% ₹ 1,186.64 Cr.
Others 79.03% -

Top Debt Instrument Type holdings of HDFC MiD-Cap Opportunities Fund

Instrument TypeHolding PercentageHolding Values in Crore
CP 0.69% ₹ 149.97 Cr.
Others 99.31% -

Top Debt Holdings of HDFC MiD-Cap Opportunities Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Vedanta Ltd. 0.69% ₹ 149.97 Cr.
Others 99.31%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.89%
Reverse Repo 1.10%
Net Receivables -0.11%