hdfc-mid-cap-opportunities-fund-direct-g

HDFC Mid-Cap Opportunities Fund - Direct (G)

  1. Equity
  2. Popular Funds
  • NAV as on Jun 23, 2025 ₹209.36
  • Total Returns 21.3% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
hdfc-mid-cap-opportunities-fund-direct-g

Overview of HDFC Mid-Cap Opportunities Fund - Direct (G)

  • Fund House
    HDFC Mid-Cap Opportunities Fund
  • Fund Size
    ₹79,718 Cr
  • Expense Ratio
    0.77%
  • Benchmark
    Nifty Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    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.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

HDFC Mid-Cap Opportunities Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

HDFC Mid-Cap Opportunities Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 1.48%
  • 9.8%
  • 1.13%
  • 6.64%
  • 33.17%
  • 32.46%

Category Average

  • 2.71%
  • 10.68%
  • -0.25%
  • 3.95%
  • 27.75%
  • 29.02%

Fund Asset Allocation

Top holdings

Top Sectors

  • Banks
    12.09%
  • Auto Components
    9.18%
  • Pharmaceuticals & Biotech
    8.48%
  • IT-Software
    8.46%
  • Debt
    7.08%
  • Industrial Products
    6.13%

More about HDFC Mid-Cap Opportunities Fund - Direct (G)

HDFC Mid-Cap Opportunities Fund - Direct (G) is a mutual fund under the Popular Funds category, managed by HDFC Mutual Fund. It was launched on 10 Dec 1999, and has been active for over 26 years. As of 31 Mar 2025 the fund manages assets worth ₹79,718 Crores. The expense ratio is 0.77%.

This fund generated returns of 6.64% in the last 1 year. Since its inception, it has provided an average annual return of 21.3%.

The fund's investments are mainly concentrated in sectors like Banks, Auto Components, Pharmaceuticals & Biotech, IT-Software and Debt.

The top five holdings in this fund include prominent companies such as TREPS, Max Financial, Federal Bank, Coforge and Balkrishna Inds.

Fund Managers

  • Dhruv Muchhal
  • Chirag Setalvad

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 realized.

hdfc-mid-cap-opportunities-fund-direct-g

Frequently Asked Questions about HDFC Mid-Cap Opportunities Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Risk varies based on fund type – equity funds carry higher risk, while liquid funds are low-risk.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for steady growth with a reasonable level of risk involved.

  3. How long should I stay invested in {{fund_type}}?

    These funds are Ideal for both short-term (liquid funds) and long-term (equity and hybrid funds) investors, depending on the specific fund chosen.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, these popular funds are generally liquid, though early withdrawal may affect returns depending on market conditions.

  5. What are the expenses involved in {{fund_type}}?

    Varies for each fund, depending on its category.

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