Mutual Funds
HDFC Mid-Cap Opportunities Fund - Direct (G)

HDFC Mid-Cap Opportunities Fund - Direct (G)

Mid Cap Fund

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NAV
207.73(-0.02%)
Fund Size (CR)
₹76,060.89
Expense Ratio
0.76
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
22.18%

Absolute Return: -2.55%

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	20 December 2024	10050.02	0.50%	-	0.29%	25/119
1 Month	27 November 2024	10144.65	1.45%	-	1.05%	41/119
3 Month	27 September 2024	9724.73	-2.75%	-	-4.60%	26/119
6 Month	27 June 2024	10655.22	6.55%	-	4.19%	30/119
1 Year	27 December 2023	13014.73	30.15%	30.15%	30.30%	58/119
3 Year	27 December 2021	21669.00	116.69%	29.40%	23.12%	5/103
5 Year	27 December 2019	36618.31	266.18%	29.64%	26.85%	21/95
Since Inception	1 January 2013	110501.62	1005.02%	22.18%	22.04%	40/119

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 January 2024	1,20,000	132212.42	10.18%	10.18%
3 Year	3 January 2022	3,60,000	579901.20	61.08%	17.22%
5 Year	1 January 2020	6,00,000	1340773.27	123.46%	17.45%
10 Year	1 January 2015	12,00,000	3949301.59	229.11%	12.65%

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

3.95%

Standard Deviation

0.85%

Beta

1.45%

Sharpe Ratio

0.13%

Treynor's Ratio

6.10%

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	4.19%	40139672	3184.48	Equity	Hotels & Restaurants
Max Financial	3.67%	24598207	2789.31	Equity	Finance
Federal Bank	3.51%	126825000	2673.22	Equity	Banks
Coforge	3.43%	3004120	2609.33	Equity	IT - Software
Ipca Labs.	3.20%	15801894	2437.52	Equity	Pharmaceuticals
Balkrishna Inds	2.87%	7856892	2184.33	Equity	Tyres
Apollo Tyres	2.81%	41892187	2135.04	Equity	Tyres
Persistent Sys	2.79%	3592735	2121.74	Equity	IT - Software
Indian Bank	2.76%	36619529	2103.06	Equity	Banks
H P C L	2.64%	52378672	2006.63	Equity	Refineries

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HDFC Mid-Cap Opportunities Fund - Direct (G)	76060.89	1.45%	-2.75%	6.55%	30.15%	29.40%
Motilal Oswal Midcap Fund-Dir (G)	22897.62	3.96%	3.70%	18.18%	56.70%	36.81%
Motilal Oswal Midcap Fund-Dir (IDCW)	22897.62	3.96%	3.70%	18.18%	56.69%	36.82%
Invesco India Midcap Fund - Direct (IDCW)	5862.67	3.81%	-0.08%	12.98%	46.31%	27.25%
Invesco India Midcap Fund - Direct (G)	5862.67	3.81%	-0.08%	12.99%	46.30%	27.28%
HSBC Midcap Fund - Direct (IDCW)	11912.38	3.63%	-0.28%	10.04%	41.48%	27.49%

News

HDFC MF announces Quarterly Income Distribution cum Capital Withdrawal (IDCW) under its schemes
HDFC Mutual Fund has announced 26 December 2024 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 Hybrid Equity Fund:
Regular Plan ' IDCW: 0.250
Direct Plan ' IDCW: 0.250
HDFC Equity Savings Fund:
Regular Plan ' IDCW: 0.220
Direct Plan ' IDCW: 0.220
HDFC Balanced Advantage Fund:
Regular Plan ' IDCW: 0.250
Direct Plan ' IDCW: 0.250
HDFC Hybrid Debt Fund:
Regular Plan ' Quarterly IDCW: 0.3000
Direct Plan ' Quarterly IDCW: 0.3000
HDFC Income Fund:
Regular Plan ' IDCW: 0.0800
Direct Plan ' IDCW: 0.1000
HDFC Long Duration Fund:
Regular Plan ' IDCW: 0.1263
Direct Plan ' IDCW: 0.1866
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HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes
HDFC Mutual Fund has announced 19 December 2024 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
Powered by Capital Market - Live News

HDFC MF announces Income Distribution cum capital withdrawal (IDCW) under its scheme
HDFC Mutual Fund has announced 25 November 2024 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
Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹76060.89

HDFC Mid-Cap Opportunities Fund - Direct (G) is an Mid Cap Fund-oriented fund from the renowned AMC, HDFC Mutual Fund. Launched in 1 January 2013, this fund is managed by Chirag Setalvad. With assets under management (AUM) worth ₹76,060.89 (Cr), as of 27 December 2024, HDFC Mid-Cap Opportunities Fund - Direct (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 22.18% since its launch.
The current NAV of HDFC Mid-Cap Opportunities Fund - Direct (G) is ₹207.73, as on 27 December 2024. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in HDFC Mid-Cap Opportunities Fund - Direct (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 29.40% and 29.64% 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 91.77% in Equity, 8.19% in Debt and 0.04% 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 - Direct (G) Direct Growth?

HDFC Mid-Cap Opportunities Fund - Direct (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 22.18% since inception. Looking to invest in HDFC Mid-Cap Opportunities Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in HDFC Mid-Cap Opportunities Fund - Direct (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 - Direct (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 - Direct (G) today and reap the benefits of this Mid Cap Fund fund!

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

In the short term, i.e., 1 year, HDFC Mid-Cap Opportunities Fund - Direct (G) has generated annualised return of 30.15%. In the long-term, the fund has generated 29.40% and 29.64% in 3 and 5 years respectively. Since its inception, the fund has generated 22.18% returns.

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

The expense ratio of HDFC Mid-Cap Opportunities Fund - Direct (G) Direct Growth is 0.76%. 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 - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of HDFC Mid-Cap Opportunities Fund - Direct (G) is ₹76,060.89 (Cr) as of 2024-12-27 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 - Direct (G) Direct Growth?

Redeeming or selling units of HDFC Mid-Cap Opportunities Fund - Direct (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 - Direct (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 - Direct (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).