3 Year return

28.97%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹76060.89 Cr.

Expense Ratio

0.76% (inclusive of GST)

Exit Load

1.00% - If units are redeemed / switched out within 1 year from the date of allotment. Nil - If units are redeemed / switched out after 1 year from the date of allotment.

Ratings

ARQ Rating
4

Ratings by other agencies

3
3
4

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

HDFC Mutual Fund Managers

CS

Chirag Setalvad

Fund Manager since Feb 2016

View Details

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund Asset management company

AUM ₹764,396.81 Cr.
No. of Schemes 171
Setup Date July 2000

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Motilal Oswal Midcap Fund

36.39%

4.5

Edelweiss Mid Cap Fund

27.62%

3

Quant Mid Cap Fund

25.27%

4

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Mid Cap Opportunities Fund Growth Direct Plan

HDFC Mid Cap Opportunities Fund Growth Direct Plan is an open-ended equity mutual fund scheme by HDFC Mutual Fund. The equity fund has a very high-risk profile. It invests primarily in mid-cap stocks, followed by small-cap and then large-cap stocks. Being an open-ended mutual fund, it gives an opportunity to invest at any time.

Investment Objective of the Scheme

HDFC Mid Cap Opportunities Fund Growth Direct Plan aims to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap companies, followed by small and large cap stocks.

Key Features of The Fund

5-year return 29.95%
Expense Ratio 0.76%
Fund Manager Chirag Setalvad
Fund Size ₹76060.89 Cr
Risk Profile Very High

Is This Scheme Right for Me?

You can consider this scheme if you are looking for a fund that has the potential to generate high returns over the long term. Since the minimum investment in this scheme is very low, it is suitable for those looking to start small or have a low income. However, you should be aware of the moderate risk involved in investing in mid-cap and small-cap companies. Consider your investment objectives and risk appetite before investing.

AMC Contact Details

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 67671800 419 7676
Email hello@hdfcfund.com
Website https://www.hdfcfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of HDFC Mid Cap Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Mid Cap Opportunities Fund Dec 24 2024 is 207.408

What is the AUM of HDFC Mid Cap Opportunities Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Mid Cap Opportunities Fund is 76060.89 crore.

What is the expense ratio of HDFC Mid Cap Opportunities Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HDFC Mid Cap Opportunities Fund is 0.76%

What are the returns of HDFC Mid Cap Opportunities Fund since inception?

The HDFC Mid Cap Opportunities Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 22.16 since inception.

What is the minimum SIP amount to invest in HDFC Mid Cap Opportunities Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Mid Cap Opportunities Fund is 100.

How do I invest in HDFC Mid Cap Opportunities Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HDFC Mid Cap Opportunities Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HDFC Mid Cap Opportunities Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HDFC Mid Cap Opportunities Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.