May 26, 2025
mayank
HDFC Mid-Cap Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 206.3020
NAV IDCW: Rs 77.8640
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Fund Manager:
1) Chirag Setalvad
Education: Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Experience: Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of HDFC Mid-Cap Opportunities Fund
| Fund House | HDFC Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 21.32% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 74,910 Cr |
| (As on 30-Apr-2025) | |
| Expense | 0.79% |
| (As on 30-Apr-2025) | |
| Risk Grade | Low |
| Return Grade | Above Average |
| Turnover | 16.82% |
Trailing Returns (%) of HDFC Mid-Cap Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| HDFC Mid-Cap Opportunities Dir | -1.33 | 0.62 | 4.66 | 11.12 | 2.76 | 11.06 | 30.75 | 36.11 | 19.62 | 18.42 |
| BSE 150 MidCap TRI | -2.07 | 0.43 | 2.87 | 11.39 | 0.92 | 6.62 | 26.26 | 34.32 | 18.40 | 17.88 |
| Equity: Mid Cap | -2.79 | 0.53 | 3.46 | 11.53 | 0.56 | 7.60 | 25.49 | 32.53 | 18.40 | 16.88 |
| Rank within category | 20 | 16 | 5 | 39 | 4 | 8 | 2 | 4 | 8 | 5 |
| Number of funds in category | 48 | 51 | 51 | 49 | 47 | 41 | 32 | 25 | 21 | 19 |
Peer Comparison of HDFC Mid-Cap Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| HDFC Mid-Cap Opportunities Dir | 5 star | 11.06 | 30.75 | 36.11 | 0.79 | 74,910 | 21.32 | 1.00 (365) | 12Y 4M | 16.82 |
| Kotak Emerging Equity Dir | 4 star | 10.38 | 25.29 | 33.99 | 0.44 | 49,646 | 20.91 | 1.00 (365) | 12Y 4M | 42.94 |
| Nippon India Growth Dir | 4 star | 12.27 | 29.63 | 36.66 | 0.74 | 34,690 | 19.02 | 1.00 (30) | 12Y 4M | 13.00 |
| Motilal Oswal Midcap Dir | 5 star | 16.82 | 33.66 | 40.00 | 0.70 | 27,780 | 24.03 | 1.00 (365) | 11Y 3M | 184.00 |
| SBI Magnum Midcap Dir | 4 star | 8.25 | 21.94 | 34.06 | 0.83 | 21,512 | 19.70 | 1.00 (365) | 12Y 4M | 38.00 |
Portfolio Analysis of HDFC Mid-Cap Opportunities Fund
| No. of Stocks | 79 |
| Top 10 Stocks | 31.21% |
| Top 5 Stocks | 0.17 |
| Top 3 Sectors | 0.42 |
| Portfolio P/B Ratio | 3.21 |
| Portfolio P/E Ratio | 23.38 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 45,651 | 56,910 |
| Giant (%) | 1.22 | 3.51 |
| Large (%) | 32.54 | 35.68 |
| Mid (%) | 62.18 | 59.18 |
| Small (%) | 4.05 | 4.87 |
| Tiny (%) | — | 0.51 |
Chanakya’s Mutual Fund Guidance For HDFC Mid-Cap Opportunities Fund
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