HDFC Mid Cap Opportunities Fund to Invest

The Scheme shall follow a predominantly Mid cap strategy with a minimum exposure of 65% to Mid-Cap stocks. The Scheme may also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

The aim of equity strategy will be to predominantly build a portfolio of mid-cap companies which have:
a) reasonable growth prospects
b) sound financial strength
c) sustainable business models
d) acceptable valuation that offers potential for capital appreciation.

Exit Load

● In respect of each purchase/switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment.
● No Exit Load is payable if Units are redeemed/switched-out after 1 year from the date of allotment.
No Entry/Exit Load shall be levied on bonus units and units allotted on dividend reinvestment

Returns

17.77%

Inception Date

25/06/2007

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

3 Years and above

Entry Load

Not Applicable

TER

Including Additional Expenses and Goods and Service Tax on Management Fees, if any.
Click here to view the Total Expense Ratio

1.39

Lock in

Nil

NAV NA

NAV

AUM (31/05/2025)

₹79,717.67 Cr.

Benchmark

NIFTY Midcap 150 Index (Total Returns Index)

NIFTY Midcap 150 Ind...

Performance

No data available

Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##

^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # Nifty Midcap 150 Index TRI...Read More

Fund Managers

Mr. Chirag Setalvad

Fund Manger- Head of Equities

OVERSEAS

Mr. Dhruv Muchhal

Equity Analyst and Fund Manager for Overseas Investments

Top 10 Holdings

As on 31 May 2025

Downloads

HDFC Mid-Cap Opportunities Fund

SID - HDFC Mid-Cap Opportunities Fund dated May 30, 2025

KIM - HDFC Mid-Cap Opportunities Fund dated May 30, 2025

Leaflet - HDFC Mid-Cap Opportunities Fund

Product Labelling

Benchmark Riskometer

HDFC Mid-Cap Opportunities Fund

This product is suitable for investors who are seeking~
• to generate long-term capital appreciation/income
• investments predominantly in Mid-Cap companies
~Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

FAQs

Can I invest in SIP and Lump Sum of HDFC Mid Cap Opportunities ?

Yes, SIP as well as Lump Sum investments are permitted with the minimum application amount being ₹100. Any additional purchase must have a minimum amount of ₹100. The SIP and Lumpsum are available in direct and regular plan with both Growth and IDCW option.

How to Invest in HDFC Mid Cap Opportunities?

Investors can apply for their transactions requests either offline or electronically using the relevant application / transaction request forms available on our website or at any of our Officials Points of Acceptance.

The application form/transaction slip for subscription/ redemption/ switches can be submitted at our Official Points of Acceptances whose addresses are available on the website of the AMC. These include:

AMC / RTA’s branches i.e. Investor Services Centres*
HDFC MF website and App/ RTA website for Investors to transact
MFSS/BSE StAR MF/NMF II platforms of the Stock Exchanges(s)
Authorized Points of Service of MF Utilities India Private Limited (MFUI)
Channel partners/ Distributors/ RIAs/ Portfolio Managers/Execution Only Platforms (EOPs) who have tied up with the AMC
MF Central

*Note: Business Centres i.e. Sales offices of HDFC AMC are not Official Points of Acceptance of transactions.
The above list is indicative. For further details, including cut-off timing and applicability of NAV, refer Section II.
Please refer Scheme Documents above for more details