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hdfc mid-cap opportunities fund growth
HDFC Mid-Cap Opportunities Fund Growth

HDFC Mid-Cap Opportunities Fund Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Jul 31, 2025
i
Price per unit of the scheme.
₹ 193.8720-0.56%1 Day Change
-1.41%
Minimum Investment₹100
Expense Ratio1.55%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
HDFC Mid-Cap Opportunities Fund Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    Invesco India Mid Cap Fund Direct Plan Growth Option
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    HDFC Mid-Cap Opportunities Fund Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Midcap 150 TR INR
    Expense Ratio
    1.55%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 84,061.43 Cr(As on Jun, 2025)
    Inception Date
    Jun 25, 2007
    Turnover
    12.16 %
    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. No Entry / Exit Load shall be levied on bonus units and units allotted on reinvestment of IDCW.

    bt_logoABOUT THE FUND

    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 Growth is an Equity - Mid-Cap fund. The fund was launched inJun 25, 2007. Its risk level is . The NAV of the fund as onJul 31, 2025 is ₹193.87. Its expense ratio is 1.55 %. The fund has an AUM of ₹84,061.43 Cr.The fund is managed byChirag Setalvad,Priya Ranjan,Dhruv Muchhal.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Chirag Setalvad
    Chirag Setalvad
    i
    Lead Fund Manager.
    Jun 25, 2007 - Present
    • Fund Manager Rank1Out of 26
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed3
    • Total AUM₹ 1,44,696.07 Cr
    • Highest Return In 1 Yr3.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HDFC Small Cap Fund-Direct Growth Option
    ₹ 160.71
    0.52%
    -0.95%
    Very High Risk
    ₹35,780.59Cr
    HDFC Hybrid Equity Fund Direct Growth Option
    ₹ 128.80
    -1.17%
    -1.17%
    Very High Risk
    ₹24,854.06Cr
    HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
    ₹ 213.54
    -1.35%
    -1.84%
    Very High Risk
    ₹84,061.43Cr
    HDFC Small Cap Fund-Direct Growth Option
    Very High Risk
    • NAV₹ 160.71
    • Fund Size₹35,780.59Cr
    Fund Return0.52%
    Category Return-0.95%
    HDFC Hybrid Equity Fund Direct Growth Option
    Very High Risk
    • NAV₹ 128.80
    • Fund Size₹24,854.06Cr
    Fund Return-1.17%
    Category Return-1.17%
    HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 213.54
    • Fund Size₹84,061.43Cr
    Fund Return-1.35%
    Category Return-1.84%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Priya Ranjan
    Priya Ranjan
    i
    Lead Fund Manager.
    May 1, 2022 - Present
    • Schemes managed39
    • Total AUM₹ 7,11,827.18 Cr
    • Highest Return In 1 Yr9.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HDFC Retirement Savings Fund - Equity Plan - Direct Plan
    --
    ₹ 56.92
    -2.18%
    -%
    Very High Risk
    ₹6,700.97Cr
    HDFC Income Fund -Direct Plan - Growth Option
    ₹ 64.76
    0.41%
    0.43%
    Moderate Risk
    ₹928.89Cr
    HDFC Dynamic Debt Plan - Direct Plan - Growth Option
    ₹ 99.32
    0.59%
    0.36%
    Moderate Risk
    ₹838.08Cr
    HDFC Retirement Savings Fund - Equity Plan - Direct Plan
    Very High Risk--
    • NAV₹ 56.92
    • Fund Size₹6,700.97Cr
    Fund Return-2.18%
    Category Return--
    HDFC Income Fund -Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 64.76
    • Fund Size₹928.89Cr
    Fund Return0.41%
    Category Return0.43%
    HDFC Dynamic Debt Plan - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 99.32
    • Fund Size₹838.08Cr
    Fund Return0.59%
    Category Return0.36%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dhruv Muchhal
    Dhruv Muchhal
    i
    Lead Fund Manager.
    Jun 22, 2023 - Present
    • Schemes managed41
    • Total AUM₹ 7,78,329.48 Cr
    • Highest Return In 1 Yr9.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HDFC Defence Fund Direct Growth
    --
    ₹ 23.63
    -10.13%
    -%
    Very High Risk
    ₹7,055.48Cr
    HDFC Balanced Advantage Fund Direct Plan Growth Option
    ₹ 556.67
    -1.76%
    -0.80%
    Very High Risk
    ₹1,02,789.77Cr
    HDFC Credit Risk Debt Fund Direct Plan Growth Option
    ₹ 26.22
    0.77%
    0.60%
    Moderately High risk
    ₹7,085.89Cr
    HDFC Defence Fund Direct Growth
    Very High Risk--
    • NAV₹ 23.63
    • Fund Size₹7,055.48Cr
    Fund Return-10.13%
    Category Return--
    HDFC Balanced Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 556.67
    • Fund Size₹1,02,789.77Cr
    Fund Return-1.76%
    Category Return-0.80%
    HDFC Credit Risk Debt Fund Direct Plan Growth Option
    Moderately High risk
    • NAV₹ 26.22
    • Fund Size₹7,085.89Cr
    Fund Return0.77%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (92.85%)
    DEBT (-%)
    CASH (7.15%)
    Allocation by Market Cap
    Large Cap(5.61%)
    Mid Cap(66.96%)
    Small Cap(20.29%)
    Industry Holdings
    • Banks Regional14.53%
    • Information Technology Services10.56%
    • Auto Parts9.92%
    • Drug Manufacturers Specialty Generic8.64%
    • Insurance Life5.41%
    • Household Personal Products4.19%
    Stock Holdings
    • Max Financial Services Ltd5.02%
    • Coforge Ltd3.44%
    • The Federal Bank Ltd3.24%
    • AU Small Finance Bank Ltd2.97%
    • Hindustan Petroleum Corp Ltd2.89%
    • Indian Bank2.82%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      4.66
      This Fund
      VS
      -0.12
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      94.47
      This Fund
      VS
      90.49
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.83
      This Fund
      VS
      0.92
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.60
      This Fund
      VS
      1.23
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      3.02
      This Fund
      VS
      2.14
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.61
      This Fund
      VS
      16.24
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Sundaram Mid Cap Institutional GrowthSundaram Mid Cap Institutional Growth
    ₹ 767.77
    2.55%
    -1.84%
    Very High Risk
    ₹ 12,818.10 Cr
    Kotak Emerging Equity Scheme GrowthKotak Emerging Equity Scheme Growth
    ₹ 136.13
    -0.55%
    -1.84%
    Very High Risk
    ₹ 57,101.96 Cr
    Invesco India Mid Cap Fund GrowthInvesco India Mid Cap Fund Growth
    ₹ 179.39
    -1.04%
    -1.84%
    Very High Risk
    ₹ 7,405.92 Cr
    DSP Midcap Fund GrowthDSP Midcap Fund Growth
    ₹ 147.09
    -1.14%
    -1.84%
    Very High Risk
    ₹ 19,559.23 Cr
    Tata Mid Cap Growth Fund Regular GrowthTata Mid Cap Growth Fund Regular Growth
    ₹ 429.80
    -1.17%
    -1.84%
    Very High Risk
    ₹ 4,985.20 Cr
    JM Midcap Fund Regular GrowthJM Midcap Fund Regular Growth
    --
    ₹ 19.10
    -1.23%
    -1.84%
    Very High Risk
    ₹ 1,443.94 Cr
    Sundaram Mid Cap Institutional Growth
    Very High Risk
    • NAV₹ 767.77
    • Fund Size₹ 12,818.10 Cr
    Fund Return2.55%
    Category Return-1.84%
    Kotak Emerging Equity Scheme Growth
    Very High Risk
    • NAV₹ 136.13
    • Fund Size₹ 57,101.96 Cr
    Fund Return-0.55%
    Category Return-1.84%
    Invesco India Mid Cap Fund Growth
    Very High Risk
    • NAV₹ 179.39
    • Fund Size₹ 7,405.92 Cr
    Fund Return-1.04%
    Category Return-1.84%
    DSP Midcap Fund Growth
    Very High Risk
    • NAV₹ 147.09
    • Fund Size₹ 19,559.23 Cr
    Fund Return-1.14%
    Category Return-1.84%
    Tata Mid Cap Growth Fund Regular Growth
    Very High Risk
    • NAV₹ 429.80
    • Fund Size₹ 4,985.20 Cr
    Fund Return-1.17%
    Category Return-1.84%
    JM Midcap Fund Regular Growth
    Very High Risk--
    • NAV₹ 19.10
    • Fund Size₹ 1,443.94 Cr
    Fund Return-1.23%
    Category Return-1.84%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    HDFC Developed World Indexes Fund of Funds Direct GrowthHDFC Developed World Indexes Fund of Funds Direct Growth
    --
    ₹ 16.57
    4.29%
    --
    Very High Risk
    ₹ 1,325.55 Cr
    HDFC Silver ETF Fund of Fund Direct GrowthHDFC Silver ETF Fund of Fund Direct Growth
    --
    ₹ 18.62
    4.08%
    4.66%
    Very High Risk
    ₹ 403.32 Cr
    HDFC Gold Fund-Direct Plan-GrowthHDFC Gold Fund-Direct Plan-Growth
    --
    ₹ 31.01
    2.72%
    4.66%
    High Risk
    ₹ 4,271.57 Cr
    HDFC Non-Cyclical Consumer Fund Direct GrowthHDFC Non-Cyclical Consumer Fund Direct Growth
    --
    ₹ 14.65
    1.14%
    --
    Very High Risk
    ₹ 1,004.09 Cr
    HDFC MNC Fund Direct GrowthHDFC MNC Fund Direct Growth
    --
    ₹ 13.72
    0.79%
    --
    Very High Risk
    ₹ 596.63 Cr
    HDFC Credit Risk Debt Fund Direct Plan Growth OptionHDFC Credit Risk Debt Fund Direct Plan Growth Option
    ₹ 26.22
    0.77%
    0.60%
    Moderately High risk
    ₹ 7,085.89 Cr
    HDFC Developed World Indexes Fund of Funds Direct Growth
    Very High Risk--
    • NAV₹ 16.57
    • Fund Size₹ 1,325.55 Cr
    1 Month Return4.29%
    Category Return--
    HDFC Silver ETF Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.62
    • Fund Size₹ 403.32 Cr
    1 Month Return4.08%
    Category Return4.66%
    HDFC Gold Fund-Direct Plan-Growth
    High Risk--
    • NAV₹ 31.01
    • Fund Size₹ 4,271.57 Cr
    1 Month Return2.72%
    Category Return4.66%
    HDFC Non-Cyclical Consumer Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.65
    • Fund Size₹ 1,004.09 Cr
    1 Month Return1.14%
    Category Return--
    HDFC MNC Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.72
    • Fund Size₹ 596.63 Cr
    1 Month Return0.79%
    Category Return--
    HDFC Credit Risk Debt Fund Direct Plan Growth Option
    Moderately High risk
    • NAV₹ 26.22
    • Fund Size₹ 7,085.89 Cr
    1 Month Return0.77%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    HDFC Asset Management Co Ltd
    HDFC Asset Management Co Ltd manages assets worth ₹ 8,80,020.21 crores. It’s current offering of mutual fund schemes includes 40 equity, 33 debt and 11 hybrid schemes.
    phone icon
    Phone
    +91 22 66316333
    mail icon
    Email
    cliser@hdfcfund.com
    aum
    AUM
    ₹ 8,80,020.21 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    “HUL House”, 2nd Floor, Mumbai,400 020

    bt_logoFAQ's

    What is the category of HDFC Mid-Cap Opportunities Fund Growth ?
    The category of HDFC Mid-Cap Opportunities Fund Growth is Equity - Mid-Cap
    What is the current NAV of HDFC Mid-Cap Opportunities Fund Growth ?
    The current NAV of HDFC Mid-Cap Opportunities Fund Growth as on Jul 31, 2025 is ₹193.87
    How safe is HDFC Mid-Cap Opportunities Fund Growth ?
    The risk level of HDFC Mid-Cap Opportunities Fund Growth is Very High.
    What are short term returns given by HDFC Mid-Cap Opportunities Fund Growth ?
    The return given by HDFC Mid-Cap Opportunities Fund Growth in 1 month is -1.41%, 3 months is 9.08%, 6 months is 9.01%, and 1 year is 1.66%
    What are the long term returns given by HDFC Mid-Cap Opportunities Fund Growth ?
    The return given by HDFC Mid-Cap Opportunities Fund Growth in 3 years is 27.73% and 5 years is 31.36%.
    What is the expense ratio of HDFC Mid-Cap Opportunities Fund Growth ?
    The expense ratio of HDFC Mid-Cap Opportunities Fund Growth is 1.55%
    What is the AUM of HDFC Mid-Cap Opportunities Fund Growth ?
    The assets under Management (AUM) of HDFC Mid-Cap Opportunities Fund Growth is Rs 84,061.43 crores.
    What is the minimum investment in HDFC Mid-Cap Opportunities Fund Growth ?
    The minimum Lumpsum investment in HDFC Mid-Cap Opportunities Fund Growth is ₹100.00 and the minimum SIP investment in HDFC Mid-Cap Opportunities Fund Growth is ₹100.00
    What is the asset allocation of HDFC Mid-Cap Opportunities Fund Growth?
    HDFC Mid-Cap Opportunities Fund Growth has an exposure of 92.85% in Equity and 7.15% in Cash & Money Market Securities

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