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HDFC MiD-Cap Opportunities Fund

HDFC MiD-Cap Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.28

as on 03 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,408 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

  • ₹ 90.714

    as on 03 Dec 2021
  • Regular - Growth

  • 11 / 25

  • ₹ 5,000

  • ₹ 29,508 Cr.

    as on 03 Dec 2021
  • 1.76%

    since 31 May 2021
  • 25 Jun 2007

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • 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 ₹ 90.714 as on 03 Dec 2021.

This fund has 14 years of track record. Since 31 May 2021 expense ratio of this fund is 1.76%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

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 Moderately 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 1.21% 13.03% 27.89% 65.28% 55.11% 34.27% 23.17% 21.77% 56.45% 66.08% 50.47% 30.50% 21.69%
Category Average -2.20% 4.68% 16.53% 48.81% 33.93% 22.87% 17.86% 19.03% 37.91% 47.28% 34.75% 21.99% 19.01%
HDFC MiD-Cap Opportunities Fund -1.91%₹ 9,808 3.43%₹ 10,343 12.50%₹ 11,250 43.18%₹ 14,317 31.70%₹ 13,965 30.89%₹ 17,145 44.14%₹ 35,906 20.28%₹ 17,408 31.78%₹ 56,685 16.05%₹ 21,067 19.62%₹ 97,806 19.94%₹ 61,748 19.13%₹ 3,28,735
Kotak Emerging Equity Fund -0.19%₹ 9,980 4.74%₹ 10,474 15.32%₹ 11,532 50.72%₹ 15,072 38.32%₹ 14,357 34.42%₹ 18,082 49.35%₹ 37,423 25.68%₹ 19,863 36.88%₹ 60,606 19.43%₹ 24,324 23.57%₹ 1,07,626 21.59%₹ 70,802 21.69%₹ 3,77,461
Axis Mid Cap Fund -2.02%₹ 9,798 3.09%₹ 10,308 17.85%₹ 11,784 44.86%₹ 14,485 37.24%₹ 14,293 32.67%₹ 17,616 43.55%₹ 35,733 26.31%₹ 20,162 34.73%₹ 58,927 23.17%₹ 28,385 25.52%₹ 1,12,799 21.77%₹ 71,830 21.56%₹ 3,74,911
Invesco India Midcap Fund -1.65%₹ 9,835 7.17%₹ 10,717 17.43%₹ 11,742 46.12%₹ 14,611 37.40%₹ 14,303 33.52%₹ 17,842 44.42%₹ 35,986 23.00%₹ 18,618 33.97%₹ 58,343 19.55%₹ 24,444 22.75%₹ 1,05,519 20.63%₹ 65,372 20.42%₹ 3,52,361
Edelweiss Mid Cap Fund -2.81%₹ 9,718 4.23%₹ 10,422 15.81%₹ 11,580 52.32%₹ 15,232 38.63%₹ 14,375 36.93%₹ 18,765 50.91%₹ 37,884 25.47%₹ 19,763 37.87%₹ 61,385 19.92%₹ 24,820 23.81%₹ 1,08,266 - -
PGIM India Midcap Opportunities Fund -2.87%₹ 9,713 4.79%₹ 10,479 20.64%₹ 12,064 65.28%₹ 16,528 49.98%₹ 15,034 55.11%₹ 24,088 66.08%₹ 42,467 34.27%₹ 24,224 50.47%₹ 71,919 22.34%₹ 27,434 30.50%₹ 1,26,971 - -

Portfolio Holdings

Portfolio holdings pattern of HDFC MiD-Cap Opportunities Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    95.03%
  • Debt Holdings:

    0.69%
  • Others Holdings:

    4.97%

Top Sector Holdings of HDFC MiD-Cap Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 10.87% ₹ 3,437.61 Cr.
Chemicals - Speciality 7.13% ₹ 2,254.58 Cr.
Tyres & allied 6.87% ₹ 2,173.00 Cr.
Banks 5.79% ₹ 1,827.18 Cr.
Pharmaceuticals 4.84% ₹ 1,530.97 Cr.
Others 64.50% -

Top Stock Holdings of HDFC MiD-Cap Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Cholamandalam Investment & Finance Co. Ltd. 5.15% ₹ 1,628.10 Cr.
Balkrishna Industries Ltd. 4.71% ₹ 1,489.59 Cr.
Bharat Electronics Ltd. 4.51% ₹ 1,427.25 Cr.
Aarti Industries Ltd. 3.71% ₹ 1,171.91 Cr.
Sundram Fasteners Ltd. 3.65% ₹ 1,154.91 Cr.
Others 78.27% -

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 3.08%
Reverse Repo 2.16%
Net Receivables -0.27%