Home › Mutual Funds › HDFC Mutual Fund › HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt
Latest NAV & returns of HDFC AMC LTD.

HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt

Add To Compare

previously known as HDFC Mid-Cap Opportunities Dir DR until

78.678 (0.449%)
NAV on June 04, 2025
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 74,910 cr
Turnover Ratio 18.46%
Expense Ratio 0.79%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: 6.91%
  • 1Y: 18.83%
  • 3M: 16.93%
  • 3Y: 30.41%
  • 6M: -0.98%
  • 5Y: 34.33%
Min Investment 100
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager Chirag Setalvad (Since almost 18 years) Dhruv Muchhal (Since almost 2 years)
ISIN INF179K01XO5
Fund Family HDFC
P/E Ratio 22.74
P/B Ratio 3.33
Launch Date January 01, 2013
Benchmark Nifty Midcap 150 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty Midcap 150 TR INR

Alpha 4.78
Beta 0.87
R-Squared 95.74
Info Ratio 0.86
Tracking Err 3.83
Sortino 2.581
Sharpe 1.395
Std Dev 15.108
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 26.81%
Industrial 9.84%
Technology 11.28%
Basic Materials 7.49%
Consumer Cyclical 20.06%
Utilities Services 1.4%
Healthcare Services 11.64%
Energy Services 3.03%
Communication Services 3.31%
Consumer Defensive 5.13%
Real Estate 0.00%
INVESTMENT OBJECTIVE

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

View Factsheet
Top Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
205.500 29.56% 10,602 cr 0.65% Above Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
115.291 25.18% 9,242 cr 0.40% Average
Motilal
Motilal Oswal Midcap Direct Growth
114.308 24.60% 27,780 cr 0.70% High
Kotak
Kotak Emerging Equity Scheme Direct Growth
151.420 18.87% 49,646 cr 0.44% Below Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
36.753 14.48% 3,553 cr 0.46% Average
Quant
Quant Mid Cap Fund Growth Option Direct Plan
244.556 -0.63% 8,776 cr 0.64% Above Average
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
208.459 18.82% 74,910 cr 0.79% Below Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average


Other plans of HDFC Mid-Cap Opportunities


Other Equity funds by HDFC

Data Partner
Click here to visit AMC website and
read all scheme related documents HDFC Fund