Can I invest in SIP and Lumpsum in HDFC Mid-Cap Opportunities Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in HDFC Mid-Cap Opportunities Fund (G). Minimum lumpsum investment HDFC Mid-Cap Opportunities Fund (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of HDFC Mid-Cap Opportunities Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of HDFC Mid-Cap Opportunities Fund (G) is HDFC Mid-Cap Opportunities Fund (G) is ₹166.80 as on 2025-03-07.

Which are the biggest stock holdings of HDFC Mid-Cap Opportunities Fund (G)?

The 5 biggest stock holdings of HDFC Mid-Cap Opportunities Fund (G) are: Indian Hotels Co (3.77%), Max Financial (3.77%), Balkrishna Inds (3.53%), Federal Bank (3.36%), Coforge (3.27%)

What are the top sectors HDFC Mid-Cap Opportunities Fund (G) invests in?

A majority of HDFC Mid-Cap Opportunities Fund (G) 's AUM worth ₹67,578.59 (Cr) is invested in these 3 top sectors: Banks : 12.34% Auto Components : 8.97% Debt : 8.11%

Mutual Funds
HDFC Mid-Cap Opportunities Fund (G)

HDFC Mid-Cap Opportunities Fund (G)

Mid Cap Fund

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NAV
166.80(-0.48%)
Fund Size (CR)
₹73,510.09
Expense Ratio
1.4
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
17.22%

Absolute Return: -13.91%

Annualized Return: 0%

Basic Details

Scheme Manager

Chirag Setalvad

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28 February 2025	10259.38	2.59%	-	3.34%	114/119
1 Month	7 February 2025	9316.51	-6.83%	-	-7.14%	44/119
3 Month	6 December 2024	8647.91	-13.52%	-	-15.79%	10/119
6 Month	6 September 2024	8765.98	-12.34%	-	-15.19%	16/119
1 Year	7 March 2024	10517.49	5.17%	5.17%	5.76%	74/119
3 Year	7 March 2022	20024.49	100.24%	26.02%	20.90%	8/103
5 Year	6 March 2020	31720.07	217.20%	25.94%	23.16%	17/95
Since Inception	25 June 2007	166800.00	1568.00%	17.22%	18.80%	76/119

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	112000.15	-6.67%	-6.67%
3 Year	1 April 2022	3,60,000	478443.99	32.90%	9.95%
5 Year	1 April 2020	6,00,000	1092842.47	82.14%	12.74%
10 Year	1 April 2015	12,00,000	3215607.09	167.97%	10.36%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.42%

Standard Deviation

0.88%

Beta

1.01%

Sharpe Ratio

0.00%

Treynor's Ratio

4.14%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Indian Hotels Co	3.77%	35573103	2547.39	Equity	Hotels & Restaurants
Max Financial	3.77%	25538767	2549.02	Equity	Finance
Balkrishna Inds	3.53%	9112958	2383.63	Equity	Tyres
Federal Bank	3.36%	127825000	2270.43	Equity	Banks
Coforge	3.27%	3004120	2211.68	Equity	IT - Software
Ipca Labs.	3.17%	15820332	2144.21	Equity	Pharmaceuticals
Persistent Sys	2.82%	3592735	1905.55	Equity	IT - Software
Indian Bank	2.79%	36854482	1882.53	Equity	Banks
H P C L	2.41%	55530830	1631.22	Equity	Refineries
Apollo Tyres	2.32%	41892187	1568.02	Equity	Tyres

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal Midcap Fund-Dir (G)	24488.00	-7.71%	-19.82%	-12.30%	17.56%	31.74%
Motilal Oswal Midcap Fund-Dir (IDCW)	24488.00	-7.71%	-19.82%	-12.30%	17.56%	31.74%
Invesco India Midcap Fund - Direct (G)	5645.33	-7.31%	-16.28%	-11.16%	15.20%	24.80%
Invesco India Midcap Fund - Direct (IDCW)	5645.33	-7.31%	-16.28%	-11.16%	15.20%	24.78%
Edelweiss Mid Cap Fund - Direct (IDCW)	8268.27	-7.58%	-16.61%	-12.85%	12.01%	25.53%

News

HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes
HDFC Mutual Fund has announced 06 March 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The amount of distribution (Rs per unit) on the face value of Rs 10 per unit will be:
HDFC Banking & Financial Services Fund ' Regular Plan - IDCW Option & Direct Plan - IDCW Option: 1.00 each.
HDFC ELSS Tax Saver ' Regular Plan - IDCW Option & Direct Plan - IDCW Option: 7.00 each.
HDFC Housing Opportunities Fund ' Regular Plan - IDCW Option & Direct Plan - IDCW Option: 1.25 each.
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HDFC Mutual Fund announces change in scheme name
HDFC Mutual Fund has announced change in scheme name under the following scheme, With effect from 15 March 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

HDFC Capital Builder Value Fund HDFC Value Fund

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Existing Scheme Name	Revised Scheme Name
HDFC Capital Builder Value Fund	HDFC Value Fund

HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes
HDFC Mutual Fund has announced 28 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
HDFC Dividend Yield Fund:
Regular Plan ' IDCW: 1.50
Direct Plan ' IDCW: 1.50
HDFC Large and Mid Cap Fund:
Regular Plan ' IDCW: 2.50
Direct Plan ' IDCW: 2.50
HDFC Large Cap Fund:
Regular Plan ' IDCW: 5.50
Direct Plan ' IDCW: 5.50
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Fund House Details & Investment Objective

Date of Incorporation

7 May 2007

Total AUM (Cr)

₹67578.59

HDFC Mid-Cap Opportunities Fund (G) is an Mid Cap Fund-oriented fund from the renowned AMC, HDFC Mutual Fund. Launched in 7 May 2007, this fund is managed by Chirag Setalvad. With assets under management (AUM) worth ₹67,578.59 (Cr), as of 7 March 2025, HDFC Mid-Cap Opportunities Fund (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 17.22% since its launch.
The current NAV of HDFC Mid-Cap Opportunities Fund (G) is ₹166.8, as on 7 March 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in HDFC Mid-Cap Opportunities Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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. The fund has generated 26.02% and 25.94% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 92.47% in Equity, 7.30% in Debt and 0.23% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.34% in Banks, 8.97% in Auto Components, 8.11% in Debt, 8.07% in IT-Software, 7.96% in Pharmaceuticals & Biotech

FAQs

How to Invest in HDFC Mid-Cap Opportunities Fund (G) Direct Growth?

HDFC Mid-Cap Opportunities Fund (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 17.22% since inception. Looking to invest in HDFC Mid-Cap Opportunities Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in HDFC Mid-Cap Opportunities Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, HDFC Mid-Cap Opportunities Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in HDFC Mid-Cap Opportunities Fund (G) today and reap the benefits of this Mid Cap Fund fund!

How much returns has HDFC Mid-Cap Opportunities Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, HDFC Mid-Cap Opportunities Fund (G) has generated annualised return of 5.17%. In the long-term, the fund has generated 26.02% and 25.94% in 3 and 5 years respectively. Since its inception, the fund has generated 17.22% returns.

What is the expense ratio of HDFC Mid-Cap Opportunities Fund (G) Direct Growth?

The expense ratio of HDFC Mid-Cap Opportunities Fund (G) Direct Growth is 1.40%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of HDFC Mid-Cap Opportunities Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of HDFC Mid-Cap Opportunities Fund (G) is ₹67,578.59 (Cr) as of 2025-03-07 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from HDFC Mid-Cap Opportunities Fund (G) Direct Growth?

Redeeming or selling units of HDFC Mid-Cap Opportunities Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from HDFC Mid-Cap Opportunities Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case HDFC Mid-Cap Opportunities Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).