20 Jun, 15:24 - Indian

Nifty 50 25121.15 (1.32)

Nifty Pharma 21624.1 (0.85)

Nifty Smallcap 100 18195.3 (1.01)

Nifty Midcap 100 58057.05 (1.57)

SENSEX 82407.63 (1.29)

Nifty Bank 56285.9 (1.27)

Nifty IT 39008.4 (0.89)

Nifty Next 50 66793.55 (1.44)

20 Jun, 15:24 - Global

NIKKEI 225 38403.23 (-0.22)

HANG SENG 23530.49 (1.26)

S&P 5984.25 (-0.15)

Login/Signup
Careers

Fund Overview

HDFC Mid-Cap Opportunities Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

188.65

Inception Date

25-06-2007

Category

Equity - Diversified
Investment Objectives

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.

Risk O Meter
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
HDFC Mid-Cap Opportunities Fund (G) 11.07 -1.83 5.50 32.15 32.15 17.71 17.73
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Midcap 150 TRI)

1Lakh investment Grown to 1.06 Lakh

10,000 investment Grown to 1.24 Lakh

1Lakh investment Grown to 1.03 Lakh

img
Key Parameters
AUM(₹ Cr.) 79,718
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Expense Ratio (%) 1.83
Benchmark Nifty Midcap 150 TRI
Fund Manager Chirag Setalvad
Exit 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.
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 31 05 25 )
Company Asset No.of shares Value (₹ in Cr)
Max Financial Equity 25538767 3,837.71
Federal Bank Equity 127825000 2,582.83
Coforge Equity 3004120 2,568.67
Balkrishna Inds Equity 9466122 2,340.21
Ipca Labs. Equity 16291819 2,321.26
H P C L Equity 55530830 2,282.59
Indian Bank Equity 36854482 2,272.45
AU Small Finance Equity 29479373 2,043.07
Apollo Tyres Equity 41892187 1,971.24
Indian Hotels Co Equity 24655327 1,898.09
Persistent Sys Equity 3337818 1,881.86
Tata Comm Equity 11098059 1,860.26
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
HDFC Mid-Cap Opportunities Fund 79,717.67 5.50 32.15 32.15 17.73 25-Jun-2007 1.3741 4.36
Motilal Oswal Multi Cap Fund 3,843.93 31.21 NA NA 31.11 18-Jun-2024 0.9662 6.91
Motilal Oswal Large Cap Fund 2,327.02 16.50 NA NA 25.10 06-Feb-2024 1.3254 3.90
WhiteOak Capital Special Opportunities Fund 943.81 14.93 NA NA 24.67 04-Jun-2024 0.4364 5.37
Bandhan Innovation Fund 1,512.00 14.38 NA NA 20.10 30-Apr-2024 0.6806 6.20
Sundaram Services Fund 4,161.11 14.09 23.64 26.30 20.14 21-Sep-2018 0.9709 3.90
Motilal Oswal Small Cap Fund 4,927.18 14.07 NA NA 23.40 26-Dec-2023 0.8688 5.99
Invesco India Midcap Fund 6,641.11 13.50 32.06 29.84 16.94 19-Apr-2007 1.1945 4.86
Bandhan Small Cap Fund 11,743.70 12.78 35.18 35.59 32.99 25-Feb-2020 1.2965 5.25
ICICI Pru ESG Exclusionary Strategy Fund 1,525.27 12.34 24.31 NA 18.43 09-Oct-2020 1.1085 3.70
1 2 3  Next