Home Mf Research Hdfc Mid Cap Opportunities Fund Regular Plan Growth

HDFC Mid-Cap Opportunities Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
197.94 -0.40%
AUM (Fund Size)
N/A
Expense Ratio
1.39%
Exit load
1.00% if redeemed/switched-out within 1 year
Risk
N/A
AMC
HDFC Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,009.49
0.95 %
Two Week 2025-07-03 ₹1,000.00 ₹1,006.31
0.63 %
One Month 2025-06-18 ₹1,000.00 ₹1,037.38
3.74 %
Three Months 2025-04-21 ₹3,000.00 ₹3,221.58
7.39 %
Six Months 2025-01-20 ₹6,000.00 ₹6,638.35
10.64 %
One Year 2024-07-18 ₹12,000.00 ₹13,042.94
8.69 %
Three Year 2022-07-19 ₹36,000.00 ₹53,038.42
47.33 %
Five Year 2020-07-20 ₹60,000.00 ₹117,024.65
95.04 %
Ten Year 2015-07-21 ₹120,000.00 ₹370,678.48
208.90 %
Since Inception 2007-06-25 ₹220,000.00 ₹1,814,207.74
724.64 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 52%
Debt 8%
Others 0%

Sectors Holding in HDFC Mid-Cap Opportunities Fund - Regular Plan - Growth

Insurance
5%
Banks
8%
IT - Software
7%
Auto Components
5%
Pharmaceuticals & Biotechnology
5%
Petroleum Products
2%
Leisure Services
2%
Telecom - Services
2%
Healthcare Services
2%
Agricultural Food & Other Products
1%
Ferrous Metals
1%
Finance
0%
Chemicals & Petrochemicals
1%
Financial Technology (Fintech)
1%
Industrial Products
3%
Retailing
2%
Gas
1%
Consumer Durables
1%
Transport Services
1%
Commercial Services & Supplies
1%
Cement & Cement Products
1%
Construction
0%
Capital Markets
0%
Agricultural, Commercial & Construction Vehicles
0%
Fertilizers & Agrochemicals
0%
Personal Products
0%
Beverages
0%
Textiles & Apparels
0%
Printing & Publication
0%
Media
0%
Cigarettes & Tobacco Products
0%
Other
8%

Companies Holding in HDFC Mid-Cap Opportunities Fund - Regular Plan - Growth

Max Financial Services Ltd.
4.81%
The Federal Bank Ltd.
3.24%
Coforge Limited
3.22%
Balkrishna Industries Ltd.
2.94%
Ipca Laboratories Ltd.
2.91%
Hindustan Petroleum Corp. Ltd.
2.86%
Indian Bank
2.85%
Au Small Finance Bank Ltd.
2.56%
Apollo Tyres Ltd.
2.47%
Indian Hotels Company Ltd.
2.38%
Persistent Systems Limited
2.36%
Tata Communications Limited
2.33%
Fortis Healthcare Limited
2.26%
Marico Ltd.
1.98%
Aurobindo Pharma Ltd.
1.92%
Jindal Steel & Power Ltd.
1.82%
Mahindra & Mahindra Financial Services Ltd.
0.06%
Union Bank Of India
1.78%
Solar Industries India Ltd.
1.77%
Glenmark Pharmaceuticals Ltd.
1.60%
PB Fintech Limited
1.57%
AIA Engineering Ltd.
1.55%
Hexaware Technologies Ltd.
1.47%
SKF India Ltd.
1.39%
Vishal Mega Mart Limited
1.37%
Indraprastha Gas Ltd.
1.31%
Crompton Greaves Consumer Elec. Ltd.
1.27%
Cummins India Ltd.
1.24%
Star Health And Allied Insurance Company Ltd
1.23%
Delhivery Limited
1.20%
MphasiS Limited.
1.15%
Redington Ltd.
1.15%
Gland Pharma Ltd.
1.11%
ACC Ltd.
1.10%
Bosch Limited
1.09%
Eternal Limited
1.07%
Bharat Forge Ltd.
0.97%
Dixon Technologies (India) Ltd.
0.95%
Indusind Bank Ltd.
0.95%
KEC International Ltd.
0.94%
Sundram Fasteners Ltd.
0.93%
Karur Vysya Bank Ltd.
0.92%
Nippon Life India Asset Management Limited
0.92%
Supreme Industries Ltd.
0.86%
ESCORTS KUBOTA LIMITED
0.83%
Timken India Ltd.
0.79%
Coromandel International Limited
0.76%
Godrej Consumer Products Ltd.
0.72%
City Union Bank Ltd.
0.64%
GUJARAT FLUOROCHEMICALS LIMITED
0.62%
KNR Construction Limited.
0.61%
Ceat Ltd.
0.60%
Symphony Ltd.
0.57%
Vesuvius India Ltd.
0.55%
Emami Ltd.
0.54%
Sona Blw Precision Forgings
0.54%
Cholamandalam Financial Holdings Ltd.
0.53%
Greenlam Industries Ltd.
0.53%
United Spirits Limited
0.50%
Aarti Industries Ltd.
0.47%
Vardhman Textiles Ltd.
0.45%
Colgate-Palmolive ( I ) Ltd.
0.44%
Cholamandalam Investment & Finance Co. Ltd.
0.40%
Arvind Limited
0.37%
Oracle Financial Ser Software Ltd.
0.36%
Dabur India Ltd.
0.35%
Five-Star Business Finance Limited
0.34%
Bharti Hexacom Limited
0.31%
ICICI Lombard General Insurance Co
0.29%
Navneet Education Ltd.
0.28%
Dhanuka Agritech Ltd.
0.22%
Greenply Industries Ltd.
0.22%
Greenpanel Industries Limited
0.17%
Jagran Prakashan Ltd.
0.08%
Delta Corp Ltd.
0.04%
VST Industries Ltd.
0.03%
TREPS - Tri-party Repo
8.35%
Net Current Assets
-0.13%

Risk Ratios

Std. Deviation 13.364
Beta 0.858
Sharpe Ratio 1.59
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.39
Expense Ratio Direct
0.72
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Chirag Setalvad
Over 27 years Experience
Dhruv Muchhal
Over 10 years Experience

Exit load

1.00% if redeemed/switched-out within 1 year

FAQs

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