- Mutual Funds
- HDFC Mutual Funds
- HDFC Mid Cap Opportunities Fund (Growth)
Neutral
However, Scripbox does not recommend investing in mid cap mutual funds.
Track Record
15 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
31,838 Cr. Category leader in size
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Scripbox Recommended Large and Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?
Learn More
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 86.129
NAV (May 17)
Fund Returns
Last 1Y | 11.6% |
Last 3Y | 18.2% |
Last 5Y | 10.4% |
Last 10Y | 18.8% |
Since Inception | 15.6% |
6 Month CAGR | -8.5% |
Scheme Information
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.
Expense Ratio | 1.95 |
Launched (15y ago) | Jun 25, 2007 |
AUM in Crores | 31837.021 |
ISIN | INF179K01CR2 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
cholamandalam investment and finance co ltd
5.7%bharat electronics ltd
4.9%indian hotels co ltd
4.4%max healthcare institute ltd ordinary shares
4.3%treps - tri-party repo
3.8%
Allocation by Sector
consumer cyclical
24.8%financial services
20%industrials
19.3%basic materials
11.2%healthcare
9.5%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
About the AMC
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 453,965 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.3% | 4.5% | ||
6.4% | 7.8% | ||
3.6% | 5.8% | ||
5.8% | 5.7% | ||
5.8% | 5.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHDFC Mid Cap Opportunities Fund (G) Review
HDFC Mid Cap Opportunities Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 15.6% over a period of 14 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Chirag Setalvad, Sankalp Baid.
Nav of HDFC Mid Cap Opportunities Fund (G) as of 5/17/2022 is ₹86.13 with the total AUM as of 5/18/2022 is ₹31837.021. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Mid Cap Opportunities Fund (G) was launched on Jun 25, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Mid Cap Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Mid Cap Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.
HDFC Mid Cap Opportunities Fund (G) is rated as a 3 fund in Equity and delivered 11.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Mid Cap Opportunities Fund (G).
Frequently Asked Questions
What is HDFC Mid Cap Opportunities Fund (G)?
How to invest in HDFC Mid Cap Opportunities Fund (G)?
You can invest in HDFC Mid Cap Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Mid Cap Opportunities Fund (G)?
The minimum sip amount for HDFC Mid Cap Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Mid Cap Opportunities Fund (G) good to invest in?
As per Scripbox experts, HDFC Mid Cap Opportunities Fund (G) is a Neutral fund. You can investHDFC Mid Cap Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Mid Cap Opportunities Fund (G)?
The expense ratio of the HDFC Mid Cap Opportunities Fund (G) is 1.95% for regular plan.