HDFC Mid-Cap Opportunities Fund - IDCW Plan

Equity: Mid Cap Open Ended Scheme
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NAV
₹ 52.582 ₹ -0.03 (-0.06 %)
as on 18-06-2025
Asset Size (AUM)
79,706.18 Cr
Launch Date
Jun 25, 2007
Invest in this scheme
Investment Objective
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 achieved.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jun 25, 2007
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17.52

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.59 %
Expense Ratio
1.4%
Volatility
12.9 %
Fund House
HDFC Mutual Fund
Fund Manager
FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
In respect of each purchase/switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10493
FD₹ 10600
Gold₹ 10800
Nifty₹ 10422
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 18-06-2025
Created with Highcharts 4.1.4ReturnsHDFC Mid-Cap Opportunities Fund - IDCW PlanNIFTY MIDCAP 150 TRIEquity: Mid CapYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-10010203040

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesHDFC Mid-Cap Opportunities Fund - IDCW PlanNIFTY MIDCAP 150 TRIEquity: Mid Cap2016201720182019202020212022202320242025-40-20020406080

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000117,360-2,640-4.78
Benchmark110,000115,5225,52210.33
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
HDFC Mid-Cap Opportunities Fund - IDCW Plan 25-06-2007 4.93 26.35 31.47 31.67 16.69
Invesco India Midcap Fund - Growth Option 19-04-2007 13.63 32.15 32.61 30.23 17.66
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 10.71 29.27 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 8.71 31.06 32.01 33.42 18.07
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 8.39 32.13 35.95 36.48 17.63
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings