- Mutual Funds
- HDFC Mutual Funds
- HDFC Mid Cap Opportunities Fund (PIDCW-A)
Formerly HDFC Mid-Cap Opportunities DP
Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 44.696
NAV (Oct 3)
Fund Returns
Last 1Y | 23.8% |
Last 3Y | 30.1% |
Last 5Y | 17.6% |
Last 10Y | 21.4% |
Since Inception | 16.3% |
6 Month CAGR | 33.8% |
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 | 1.53 |
Launched (16y ago) | Jun 25, 2007 |
AUM in Crores | 47236.035 |
ISIN | INF179K01CS0 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.7 |
Standard Deviation (5yr) | 21.5 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 1.376 |
Sharpe Ratio (5yr) | 0.636 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Mid Cap Opportunities Fund (PIDCW-A) | 11,40,470 | 4,07,858 | 17.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.4% | 5% | ||
32% | 12.5% | ||
5.7% | 7.8% | ||
4.4% | 5.8% | ||
9% | 6.2% |
HDFC Mid Cap Opportunities Fund (PIDCW-A) Review
HDFC Mid Cap Opportunities Fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 16.3% over a period of 16 years. The fund was previously known as HDFC Mid-Cap Opportunities DP. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Chirag Setalvad, Dhruv Muchhal, Priya Ranjan.
Nav of HDFC Mid Cap Opportunities Fund (PIDCW-A) as of 10/3/2023 is ₹44.70 with the total AUM as of 10/4/2023 is ₹47236.035. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Mid Cap Opportunities Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 3 fund in Equity and delivered 23.8% 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 (PIDCW-A).
Frequently Asked Questions
What is HDFC Mid Cap Opportunities Fund (PIDCW-A)?
How to invest in HDFC Mid Cap Opportunities Fund (PIDCW-A)?
You can invest in HDFC Mid Cap Opportunities Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for HDFC Mid Cap Opportunities Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Mid Cap Opportunities Fund (PIDCW-A) good to invest in?
As per Scripbox experts, HDFC Mid Cap Opportunities Fund (PIDCW-A) is a Neutral fund. You can investHDFC Mid Cap Opportunities Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the HDFC Mid Cap Opportunities Fund (PIDCW-A) is 1.53% for regular plan.