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  • HDFC Mid Cap Opportunities Fund (PIDCW-A)

Formerly HDFC Mid-Cap Opportunities DP

HDFC Mutual Funds

HDFC Mid Cap Opportunities Fund (PIDCW-A)

EquityMid Cap
Top Ranked

54.757

NAV (Jun 21)

22.1%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

54.757

NAV (Jun 21)

Fund Returns

Last 1Y
51.7%
Last 3Y
30.3%
Last 5Y
27.3%
Last 10Y
20.3%
Since Inception
18.5%
6 Month CAGR
24.5%

Scheme Information

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.

Expense Ratio
1.44
Launched (17y ago)
Jun 25, 2007
AUM in Crores
65394.156
ISIN
INF179K01CS0
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16
Standard Deviation (5yr)
21.9
Beta (3yr)
0.94
Beta (5yr)
0.95
Sharpe Ratio (3yr)
0.884
Sharpe Ratio (5yr)
0.709
YTM
0
Fund Managers

Dhruv Muchhal

Fund Manager

Chirag Setalvad

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Mid Cap Opportunities Fund (PIDCW-A)70%12,88,686 5,56,07422.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-21

Top Stock Holdings

treps - tri-party repo

7%
7%

indian hotels co ltd

4%
4%

the federal bank ltd

3.1%
3.1%

max financial services ltd

3.1%
3.1%

apollo tyres ltd

3%
3%
See all holdings

Allocation by Sector

financial services

24.2%
24.2%

consumer cyclical

16.9%
16.9%

industrials

13.6%
13.6%

healthcare

11.7%
11.7%

technology

9.8%
9.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 713,787 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.9%

13.3%

14.2%

6.5%

6.1%

7.8%

5.3%

5.9%

6.5%

6%

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 17% 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.

Nav of HDFC Mid Cap Opportunities Fund (PIDCW-A) as of 6/21/2024 is ₹54.76 with the total AUM as of 6/24/2024 is ₹65394.156. 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 Nifty Midcap 150 TR INR.

HDFC Mid Cap Opportunities Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 37.5% 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)?

HDFC Mid Cap Opportunities Fund (PIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 Top Ranked 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 1.44% for regular plan.