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 ₹175.78 as on 2025-02-03.

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 (4.41%), Coforge (3.72%), Max Financial (3.54%), Ipca Labs. (3.44%), Federal Bank (3.25%)

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 ₹77,967.21 (Cr) is invested in these 3 top sectors: Banks : 10.88% Pharmaceuticals & Biotech : 8.75% IT-Software : 8.55%

Mutual Funds
HDFC Mid-Cap Opportunities Fund (G)

HDFC Mid-Cap Opportunities Fund (G)

Mid Cap Fund

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NAV
175.78(-1.16%)
Fund Size (CR)
₹77,967.21
Expense Ratio
1.39
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
17.66%

Absolute Return: -4.99%

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	27 January 2025	10158.82	1.59%	-	2.16%	92/119
1 Month	3 January 2025	9146.76	-8.53%	-	-9.73%	27/119
3 Month	31 October 2024	9420.74	-5.79%	-	-7.04%	24/119
6 Month	2 August 2024	9392.30	-6.08%	-	-7.70%	38/119
1 Year	2 February 2024	11296.73	12.97%	12.97%	14.28%	71/119
3 Year	3 February 2022	18910.41	89.10%	23.66%	18.59%	7/103
5 Year	3 February 2020	31898.38	218.98%	26.11%	23.64%	23/95
Since Inception	25 June 2007	175776.00	1657.76%	17.66%	20.09%	84/119

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 March 2024	1,20,000	118356.05	-1.37%	-1.37%
3 Year	2 March 2022	3,60,000	513550.73	42.65%	12.57%
5 Year	3 February 2020	6,10,000	1205458.92	97.62%	14.59%
10 Year	2 March 2015	12,00,000	3424632.79	185.39%	11.06%

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

3.96%

Standard Deviation

0.86%

Beta

1.35%

Sharpe Ratio

0.10%

Treynor's Ratio

4.75%

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	4.41%	39139672	3434.70	Equity	Hotels & Restaurants
Coforge	3.72%	3004120	2902.87	Equity	IT - Software
Max Financial	3.54%	24744093	2756.24	Equity	Finance
Ipca Labs.	3.44%	15801894	2678.74	Equity	Pharmaceuticals
Federal Bank	3.25%	126825000	2536.75	Equity	Banks
Balkrishna Inds	3.05%	8176868	2379.55	Equity	Tyres
Persistent Sys	2.98%	3592735	2320.08	Equity	IT - Software
Apollo Tyres	2.84%	41892187	2217.77	Equity	Tyres
H P C L	2.80%	53455057	2184.98	Equity	Refineries
Indian Bank	2.49%	36619529	1940.65	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal Midcap Fund-Dir (G)	26421.09	-14.71%	-5.99%	-2.26%	32.60%	29.20%
Motilal Oswal Midcap Fund-Dir (IDCW)	26421.09	-14.71%	-5.99%	-2.26%	32.60%	29.20%
Invesco India Midcap Fund - Direct (G)	6149.96	-10.25%	-3.25%	0.41%	25.26%	22.44%
Invesco India Midcap Fund - Direct (IDCW)	6149.96	-10.25%	-3.25%	0.40%	25.25%	22.42%
Edelweiss Mid Cap Fund - Direct (IDCW)	8666.49	-10.09%	-5.81%	-2.38%	21.93%	23.45%

News

HDFC MF announces Income Distribution cum capital withdrawal (IDCW) under its scheme
HDFC Mutual Fund has announced 27 January 2025 as the record date for declaration of IDCW in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
HDFC Balanced Advantage Fund:
Regular Plan ' IDCW: 0.250
Direct Plan ' IDCW: 0.250
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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 28 February 2025
Change in the name of the Scheme:

Existing Scheme name Revised Name

HDFC Nifty 1D Rate Liquid ETF HDFC Nifty 1D Rate Liquid ETF - Growth

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Existing Scheme name	Revised Name
HDFC Nifty 1D Rate Liquid ETF	HDFC Nifty 1D Rate Liquid ETF - Growth

HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes
HDFC Mutual Fund has announced 23 January 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan IDCW & monthly IDCW option and direct plan IDCW & monthly IDCW option of HDFC Arbitrage Fund. The amount of distribution (Rs per unit) will be:
HDFC Arbitrage Fund ' Wholesale Plan ' Regular Plan ' Normal IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund ' Wholesale Plan ' Direct Plan ' Normal IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund ' Wholesale Plan ' Regular Plan ' Monthly IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund ' Wholesale Plan ' Direct Plan ' Monthly IDCW Option (Payout & Reinvestment): 0.050
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Fund House Details & Investment Objective

Date of Incorporation

7 May 2007

Total AUM (Cr)

₹77967.21

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 ₹77,967.21 (Cr), as of 3 February 2025, HDFC Mid-Cap Opportunities Fund (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 17.66% since its launch.
The current NAV of HDFC Mid-Cap Opportunities Fund (G) is ₹175.78, as on 3 February 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 23.66% and 26.11% 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 90.52% in Equity, 9.54% in Debt and -0.06% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 10.88% in Banks, 8.75% in Pharmaceuticals & Biotech, 8.55% in IT-Software, 8.37% in Auto Components, 8.04% in Debt

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 17.66% 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 12.97%. In the long-term, the fund has generated 23.66% and 26.11% in 3 and 5 years respectively. Since its inception, the fund has generated 17.66% 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 1.39%. 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 ₹77,967.21 (Cr) as of 2025-02-03 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).