HDFC Mid-Cap Opportunities Fund Direct-Growth

Q: What are the returns of HDFC Mid-Cap Opportunities Fund?

The HDFC Mid-Cap Opportunities Fund is a 12 yrs 7 m old fund and has delivered average annual returns of 20.85% since inception. HDFC Mid-Cap Opportunities Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 10.1% 29.58% 34.01% 18.63% 20.85%

NAV as of May 30, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹206.904-0.28% 1 day change	20.85% p.a.	App exclusive #NA View Ranked Funds	₹72,610 Cr

Historical NAV & returns

NAV: ₹206.904 as on May 30, 2025

This fund Category average

HDFC Mid-Cap Opportunities Fund overview

Expense ratio	0.77% as on May 31, 2025
Exit load	1.0% Exit load of 1% if redeemed within 1 year.!
AUM (Fund size)	₹72,610 Cr
Lock-in Period	Nil
Age	12 yrs 7 m since Jan 01, 2013
Benchmark	NIFTY Midcap 150 TRI
Min. investment	SIP: ₹100 & Lumpsum: ₹100
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

HDFC Mid-Cap Opportunities Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 02, 2025

Period	This fund	Category average
1 Month	6.36%	6.63%
3 Months	15.8%	16.77%
6 Months	0.09%	-2.19%
1 Year	10.1%	8.34%
2 Years	30.89%	28.72%
3 Years	29.58%	24.55%
4 Years	24.64%	21.62%
5 Years	34.01%	31.18%
7 Years	19.71%	19.14%
10 Years	18.63%	17.22%

View returns in detail

Asset allocationas on Mar 31, 2025

Large Cap 5.54%

Mid Cap 67.31%

Small Cap 20.17%

Other Cap 0%

Top holdings

Max Financial Services Ltd.4.04%

The Indian Hotels Company Ltd.3.69%

The Federal Bank Ltd.3.39%

Coforge Ltd.3.36%

Top sectors

Financial 21.11%

Healthcare 12.61%

Services 9.42%

Automobile 8.82%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 7.08%

Other Holdings

Others 7.08%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
HDFC Mid-Cap Opportunities Fund	N.A.	72,610 Cr	12 yrs 7 m	0.77%
Motilal Oswal Midcap Fund	N.A.	27,780 Cr	11 yrs 6 m	0.7%
Nippon India Growth Fund	N.A.	34,690 Cr	12 yrs 7 m	0.72%
Kotak Emerging Equity Fund	N.A.	48,129 Cr	12 yrs 7 m	0.42%
Edelweiss Mid Cap Fund	N.A.	8,634 Cr	12 yrs 7 m	0.4%

Fund name	1M	6M	1Y	3Y	5Y	10Y
HDFC Mid-Cap Opportunities Fund	6.36%	0.09%	10.1%	29.58%	34.01%	18.63%
Motilal Oswal Midcap Fund	5.12%	-8.44%	17.76%	32.48%	38.27%	18.94%
Nippon India Growth Fund	6.54%	-0.71%	10.65%	28.34%	34.66%	18.6%
Kotak Emerging Equity Fund	7.6%	-2.91%	9.58%	24.67%	32.36%	19.18%
Edelweiss Mid Cap Fund	6.2%	-1.68%	14.68%	29.21%	35.21%	19.24%

Fund name	Std. deviation	Beta	Sharpe	Sortino
HDFC Mid-Cap Opportunities Fund	15.54	0.88	1.14	1.73
Motilal Oswal Midcap Fund	18.75	0.9	1.1	1.39
Nippon India Growth Fund	16.7	0.94	1.03	1.57
Kotak Emerging Equity Fund	16.46	0.9	0.81	1.07
Edelweiss Mid Cap Fund	17.0	0.95	1.04	1.46

View all Mid Cap funds

Key risk & return ratios Compared to other funds in the category

Alpha	4.76 vs. 5.93 Underperformed at beating benchmark
Sharpe	1.14 vs. 6.23 Poor risk-adjusted returns
Beta	0.88 vs. 0.9 Less sensitive to market ups & downs
Standard deviation	15.54 vs. 13.94 More volatile performance

Compare HDFC Mid-Cap Opportunities Fund in detail with

About this fund

About HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund Direct-Growth is a Mid Cap mutual fund scheme from Hdfc Mutual Fund. This fund has been in existence for 12 yrs 7 m, having been launched on 01/01/2013. HDFC Mid-Cap Opportunities Fund Direct-Growth has ₹72,610 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of HDFC Mid-Cap Opportunities Fund Direct-Growth as of 30/05/2025 is ₹206.90. The fund has an expense ratio of 0.77%, which is higher than what most other Mid Cap funds charge.

HDFC Mid-Cap Opportunities Fund Direct-Growth returns of last 1-year are 12.93%. Since launch, it has delivered 21.31% average annual returns. The fund has doubled the money invested in it every 4 yrs.
HDFC Mid-Cap Opportunities Fund Direct-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is high.
The fund has the majority of its money invested in Financial, Healthcare, Services, Automobile, Technology sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category.
The fund's top 5 holdings are in Max Financial Services Ltd., The Indian Hotels Company Ltd., The Federal Bank Ltd., Coforge Ltd., Ipca Laboratories Ltd..

...

Fund AUM	72,610 Cr as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Amar Kalkundrikar

Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School. Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.

Chirag Setalvad

Mr. Setalvad is a B. Sc and MBA from University of North Carolina. Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Investment objective

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

HDFC Mutual Fund details

No. of schemes	75 view all schemes
Total AUM	7,80,967 Cr as on Mar 31, 2025
Address	"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate Mumbai, 400020
Email	shareholders.relations@hdfcfund.com
Phone	022 ? 66316333

More funds from HDFC Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
HDFC Infrastructure Fund	N.A.	2,329 Cr	1.94%	37.53%
HDFC Small Cap Fund	N.A.	30,223 Cr	8.94%	36.82%
HDFC Focused 30 Fund	N.A.	17,227 Cr	13.95%	31.99%
HDFC Flexi Cap Fund	N.A.	69,639 Cr	12.9%	31.26%
HDFC Large and Mid Cap Fund	N.A.	23,380 Cr	5.69%	30.14%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of HDFC Mid-Cap Opportunities Fund?

The current Net Asset Value (NAV) of the HDFC Mid-Cap Opportunities Fund - Direct Growth plan is approximately ₹206.904 as of May 30, 2025.

What are the returns of this mutual fund scheme?

The HDFC Mid-Cap Opportunities Fund is a 12 yrs 7 m old fund and has delivered average annual returns of 20.85% since inception.

HDFC Mid-Cap Opportunities Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
10.1%	29.58%	34.01%	18.63%	20.85%

How much does this mutual fund charge as expense ratio?

The HDFC Mid-Cap Opportunities Fund - Direct Growth has an expense ratio of 0.77%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The HDFC Mid-Cap Opportunities Fund currently has assets under management (AUM) or fund size valued at approximately 72,610 Cr as on Mar 31, 2025.

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

The HDFC Mid-Cap Opportunities Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Max Financial Services Ltd.	4.04%
The Indian Hotels Company Ltd.	3.69%
The Federal Bank Ltd.	3.39%
Coforge Ltd.	3.36%
Ipca Laboratories Ltd.	3.27%
Balkrishna Industries Ltd.	3.22%
Hindustan Petroleum Corporation Ltd.	2.76%
Indian Bank	2.75%
Persistent Systems Ltd.	2.73%
Apollo Tyres Ltd.	2.46%

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

The HDFC Mid-Cap Opportunities Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	21.11%
Healthcare	12.61%
Services	9.42%
Automobile	8.82%
Technology	8.46%
Capital Goods	6.62%
Consumer Staples	4.86%
Energy	4.17%
Metals & Mining	3.55%
Chemicals	3.19%

What is risk level of HDFC Mid-Cap Opportunities Fund?

This is a Mid Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in HDFC Mid-Cap Opportunities Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for HDFC Mid-Cap Opportunities Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in HDFC Mid-Cap Opportunities Fund is complete.

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

Redeeming your investments in HDFC Mid-Cap Opportunities Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in HDFC Mid-Cap Opportunities Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Mid Cap

#NA

Return Consistency: This fund is one of the best in generating consistent return in it's category.
Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
Return Outperformance: This fund has generated highest return amongst Mid Cap funds in the last 10 Years.
Chance: This fund has generated a 13.3% annual return in 70% of times for investors holding for at least 5 years.
AUM Growth: This fund has the highest AUM growth in the last 12 months in Mid Cap category.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1% if redeemed within 1 year.