HDFC Mid-Cap Opportunities Fund - Growth Plan

Category: Equity: Mid Cap
Launch Date: 25-06-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.4% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 74,909.77 Cr As on (30-04-2025)
Turn over: 21.34
NAV as on 04-06-2025

189.442

0.84 (0.446%)

CAGR Since Inception

17.8%

NIFTY Midcap 150 TRI 17.74%

PERFORMANCE of HDFC Mid-Cap Opportunities Fund - Growth Plan

Scheme Performance (%) Data as on - 04-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 18.07 29.48 33.42 17.84 17.8
NIFTY MIDCAP 150 TRI 16.11 27.24 33.14 18.7 17.74
Equity: Mid Cap 15.31 24.21 29.49 16.16 18.79

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal

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.

RETURNS CALCULATOR for HDFC Mid-Cap Opportunities Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

Key Performance and Risk Statistics of HDFC Mid-Cap Opportunities Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Mid-Cap Opportunities Fund - Growth Plan 12.9 1.11 3.43 0.88 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of HDFC Mid-Cap Opportunities Fund - Growth Plan

Period
Data as on - 04-06-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 18.07 30.39 29.48 33.42 17.84
Invesco India Midcap Fund - Growth Option 19-04-2007 27.99 33.53 28.73 30.32 17.64
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 23.52 32.51 28.37 33.57 18.08
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 23.41 30.86 0.0 0.0 0.0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 23.36 32.87 31.72 36.86 17.62
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 19.73 31.94 28.27 33.58 17.96
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 18.98 31.55 27.65 29.88 15.43
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 18.28 26.34 0.0 0.0 0.0
Franklin India Prima Fund-Growth 01-12-1993 18.27 29.21 26.67 28.09 15.35
Kotak Emerging Equity Scheme - Growth 30-03-2007 17.63 27.47 24.28 31.0 18.0

PORTFOLIO ANALYSIS of HDFC Mid-Cap Opportunities Fund - Growth Plan

Asset Allocation (%)