Home Mf Research Hdfc Mid Cap Opportunities Fund Regular Plan Growth
HDFC Mutual Fund

HDFC Mid-Cap Opportunities Fund - Regular Plan - Growth

Others Solution Oriented Fund Of Funds
Fund House : HDFC Mutual Fund
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
NAV (as on 2025-06-13)
189.94 -0.35%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
1.39%
Expense Ratio (Direct)
0.72%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-06 ₹1,000.00 ₹991.99
-0.80 %
Two Week 2025-05-29 ₹1,000.00 ₹1,007.27
0.73 %
One Month 2025-05-14 ₹1,000.00 ₹1,031.25
3.13 %
Three Months 2025-03-17 ₹3,000.00 ₹3,276.36
9.21 %
Six Months 2024-12-16 ₹6,000.00 ₹6,458.32
7.64 %
One Year 2024-06-13 ₹12,000.00 ₹12,610.00
5.08 %
Three Year 2022-06-14 ₹36,000.00 ₹52,192.50
44.98 %
Five Year 2020-06-15 ₹60,000.00 ₹116,381.19
93.97 %
Ten Year 2015-06-16 ₹120,000.00 ₹360,277.62
200.23 %
Since Inception 2007-06-25 ₹219,000.00 ₹1,739,877.27
694.46 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Max Financial Services Ltd. Insurance Equity 4.81
The Federal Bank Ltd. Banks Equity 3.24
Coforge Limited IT - Software Equity 3.22
Balkrishna Industries Ltd. Auto Components Equity 2.94
Ipca Laboratories Ltd. Pharmaceuticals & Biotechnology Equity 2.91
Hindustan Petroleum Corp. Ltd. Petroleum Products Equity 2.86
Indian Bank Banks Equity 2.85
Au Small Finance Bank Ltd. Banks Equity 2.56
Apollo Tyres Ltd. Auto Components Equity 2.47
Indian Hotels Company Ltd. Leisure Services Equity 2.38
Persistent Systems Limited IT - Software Equity 2.36
Tata Communications Limited Telecom - Services Equity 2.33
Fortis Healthcare Limited Healthcare Services Equity 2.26
Marico Ltd. Agricultural Food & Other Products Equity 1.98
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology Equity 1.92
Jindal Steel & Power Ltd. Ferrous Metals Equity 1.82
Mahindra & Mahindra Financial Services Ltd. Finance Equity 0.06
Union Bank of India Banks Equity 1.78
Solar Industries India Ltd. Chemicals & Petrochemicals Equity 1.77
Glenmark Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology Equity 1.60
PB Fintech Limited Financial Technology (Fintech) Equity 1.57
AIA Engineering Ltd. Industrial Products Equity 1.55
Hexaware Technologies Ltd. IT - Software Equity 1.47
SKF India Ltd. Industrial Products Equity 1.39
Vishal Mega Mart Limited Retailing Equity 1.37
Indraprastha Gas Ltd. Gas Equity 1.31
Crompton Greaves Consumer Elec. Ltd. Consumer Durables Equity 1.27
Cummins India Ltd. Industrial Products Equity 1.24
Star Health and Allied Insurance Company Ltd Insurance Equity 1.23
Delhivery Limited Transport Services Equity 1.20
MphasiS Limited. IT - Software Equity 1.15
Redington Ltd. Commercial Services & Supplies Equity 1.15
Gland Pharma Ltd. Pharmaceuticals & Biotechnology Equity 1.11
ACC Ltd. Cement & Cement Products Equity 1.10
Bosch Limited Auto Components Equity 1.09
Eternal Limited Retailing Equity 1.07
Bharat Forge Ltd. Auto Components Equity 0.97
Dixon Technologies (India) Ltd. Consumer Durables Equity 0.95
Indusind Bank Ltd. Banks Equity 0.95
KEC International Ltd. Construction Equity 0.94
Sundram Fasteners Ltd. Auto Components Equity 0.93
Karur Vysya Bank Ltd. Banks Equity 0.92
Nippon Life India Asset Management Limited Capital Markets Equity 0.92
Supreme Industries Ltd. Industrial Products Equity 0.86
ESCORTS KUBOTA LIMITED Agricultural, Commercial & Construction Vehicles Equity 0.83
Timken India Ltd. Industrial Products Equity 0.79
Coromandel International Limited Fertilizers & Agrochemicals Equity 0.76
Godrej Consumer Products Ltd. Personal Products Equity 0.72
City Union Bank Ltd. Banks Equity 0.64
GUJARAT FLUOROCHEMICALS LIMITED Chemicals & Petrochemicals Equity 0.62
KNR Construction limited. Construction Equity 0.61
Ceat Ltd. Auto Components Equity 0.60
Symphony Ltd. Consumer Durables Equity 0.57
Vesuvius India Ltd. Industrial Products Equity 0.55
Emami Ltd. Personal Products Equity 0.54
Sona Blw Precision Forgings Auto Components Equity 0.54
Cholamandalam Financial Holdings Ltd. Finance Equity 0.53
Greenlam Industries Ltd. Consumer Durables Equity 0.53
United Spirits Limited Beverages Equity 0.50
Aarti Industries Ltd. Chemicals & Petrochemicals Equity 0.47
Vardhman Textiles Ltd. Textiles & Apparels Equity 0.45
Colgate-Palmolive ( I ) Ltd. Personal Products Equity 0.44
Cholamandalam Investment & Finance Co. Ltd. Finance Equity 0.40
Arvind Limited Textiles & Apparels Equity 0.37
Oracle Financial Ser Software Ltd. IT - Software Equity 0.36
Dabur India Ltd. Personal Products Equity 0.35
Five-Star Business Finance Limited Finance Equity 0.34
Bharti Hexacom Limited Telecom - Services Equity 0.31
ICICI Lombard General Insurance Co Insurance Equity 0.29
Navneet Education Ltd. Printing & Publication Equity 0.28
Dhanuka Agritech Ltd. Fertilizers & Agrochemicals Equity 0.22
Greenply Industries Ltd. Consumer Durables Equity 0.22
Greenpanel Industries Limited Consumer Durables Equity 0.17
Jagran Prakashan Ltd. Media Equity 0.08
Delta Corp Ltd. Leisure Services Equity 0.04
VST Industries Ltd. Cigarettes & Tobacco Products Equity 0.03
TREPS - Tri-party Repo - Debt 8.35
Net Current Assets - - -0.13
SIP Calculator
Risk Ratios
Standard Deviation
13.364
Beta
0.858
Sharpe Ratio
1.59
Lock In Period
-
Residual Maturity
-
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
  • Fund manager(s) : Chirag Setalvad (Over 27 years), Dhruv Muchhal (Over 10 years),
  • Expense ration regular : 1.39
  • Expense ration direct : 0.72
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : others
Exit load
1.00% if redeemed/switched-out within 1 year

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