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Fund Overview
Fund Size
₹83,105 Cr
Expense Ratio
0.71%
ISIN
INF179K01XQ0
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
About this fund
HDFC Mid-Cap Opportunities Fund Direct Growth is a Mid-Cap mutual fund schemes offered by HDFC Mutual Fund. This fund has been in existence for 12 years, 9 months and 13 days, having been launched on 01-Jan-13.
As of 13-Oct-25, it has a Net Asset Value (NAV) of ₹216.98, Assets Under Management (AUM) of 83104.83 Crores, and an expense ratio of 0.71%.
As of 13-Oct-25, it has a Net Asset Value (NAV) of ₹216.98, Assets Under Management (AUM) of 83104.83 Crores, and an expense ratio of 0.71%.
- HDFC Mid-Cap Opportunities Fund Direct Growth has given a CAGR return of 21.09% since inception.
- The fund's asset allocation comprises around 93.63% in equities, 0.00% in debts, and 6.37% in cash & cash equivalents.
- You can start investing in HDFC Mid-Cap Opportunities Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+3.54%
— (Cat Avg.)
3 Years
+27.10%
+21.86% (Cat Avg.)
5 Years
+30.37%
+26.01% (Cat Avg.)
10 Years
+18.91%
+16.31% (Cat Avg.)
Since Inception
+21.09%
— (Cat Avg.)
Portfolio Summaryas of 30th September 2025
| Equity | ₹77,814.85 Cr | 93.63% |
| Others | ₹5,289.97 Cr | 6.37% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Treps - Tri-Party Repo | Cash - Repurchase Agreement | ₹5,487.98 Cr | 6.47% |
| Max Financial Services Ltd | Equity | ₹4,040.41 Cr | 4.76% |
| Balkrishna Industries Ltd | Equity | ₹3,005.61 Cr | 3.54% |
| Indian Bank | Equity | ₹2,766.67 Cr | 3.26% |
| Fortis Healthcare Ltd | Equity | ₹2,699.35 Cr | 3.18% |
| AU Small Finance Bank Ltd | Equity | ₹2,685.33 Cr | 3.16% |
| Coforge Ltd | Equity | ₹2,485.24 Cr | 2.93% |
| The Federal Bank Ltd | Equity | ₹2,466.13 Cr | 2.91% |
| Hindustan Petroleum Corp Ltd | Equity | ₹2,462.24 Cr | 2.90% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹2,435.04 Cr | 2.87% |
| Ipca Laboratories Ltd | Equity | ₹2,376.65 Cr | 2.80% |
| Vishal Mega Mart Ltd | Equity | ₹2,245.18 Cr | 2.65% |
| Apollo Tyres Ltd | Equity | ₹1,981.29 Cr | 2.33% |
| Marico Ltd | Equity | ₹1,847.91 Cr | 2.18% |
| Tata Communications Ltd | Equity | ₹1,798.52 Cr | 2.12% |
| Cummins India Ltd | Equity | ₹1,746.59 Cr | 2.06% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹1,706.18 Cr | 2.01% |
| Jindal Steel Ltd | Equity | ₹1,625.72 Cr | 1.92% |
| Persistent Systems Ltd | Equity | ₹1,609.66 Cr | 1.90% |
| Aurobindo Pharma Ltd | Equity | ₹1,446.44 Cr | 1.70% |
| Bosch Ltd | Equity | ₹1,376.35 Cr | 1.62% |
| Delhivery Ltd | Equity | ₹1,365.44 Cr | 1.61% |
| Union Bank of India | Equity | ₹1,341.97 Cr | 1.58% |
| Indian Hotels Co Ltd | Equity | ₹1,215.2 Cr | 1.43% |
| PB Fintech Ltd | Equity | ₹1,210.78 Cr | 1.43% |
| Dabur India Ltd | Equity | ₹1,185.7 Cr | 1.40% |
| Eternal Ltd | Equity | ₹1,170.19 Cr | 1.38% |
| Gland Pharma Ltd | Equity | ₹1,167.11 Cr | 1.38% |
| Mphasis Ltd | Equity | ₹1,110.29 Cr | 1.31% |
| SKF India Ltd | Equity | ₹1,109.59 Cr | 1.31% |
| AIA Engineering Ltd | Equity | ₹1,077.44 Cr | 1.27% |
| Indraprastha Gas Ltd | Equity | ₹1,054.84 Cr | 1.24% |
| Redington Ltd | Equity | ₹1,005.09 Cr | 1.18% |
| Hexaware Technologies Ltd Ordinary Shares | Equity | ₹996.09 Cr | 1.17% |
| Coromandel International Ltd | Equity | ₹944.68 Cr | 1.11% |
| Star Health and Allied Insurance Co Ltd | Equity | ₹919.44 Cr | 1.08% |
| ACC Ltd | Equity | ₹865.99 Cr | 1.02% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹862.73 Cr | 1.02% |
| Dixon Technologies (India) Ltd | Equity | ₹839.42 Cr | 0.99% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹837.98 Cr | 0.99% |
| Karur Vysya Bank Ltd | Equity | ₹837.35 Cr | 0.99% |
| KEC International Ltd | Equity | ₹788.48 Cr | 0.93% |
| Escorts Kubota Ltd | Equity | ₹783.33 Cr | 0.92% |
| Bharat Forge Ltd | Equity | ₹780.32 Cr | 0.92% |
| Sundaram Fasteners Ltd | Equity | ₹719.97 Cr | 0.85% |
| Supreme Industries Ltd | Equity | ₹699.41 Cr | 0.82% |
| IndusInd Bank Ltd | Equity | ₹678.62 Cr | 0.80% |
| Godrej Consumer Products Ltd | Equity | ₹676.34 Cr | 0.80% |
| Timken India Ltd | Equity | ₹647.21 Cr | 0.76% |
| City Union Bank Ltd | Equity | ₹556.81 Cr | 0.66% |
| Alkem Laboratories Ltd | Equity | ₹526.79 Cr | 0.62% |
| United Spirits Ltd | Equity | ₹526.1 Cr | 0.62% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Equity | ₹514.13 Cr | 0.61% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹426.88 Cr | 0.50% |
| Emami Ltd | Equity | ₹399.35 Cr | 0.47% |
| Vesuvius India Ltd | Equity | ₹377.47 Cr | 0.44% |
| KNR Constructions Ltd | Equity | ₹358.44 Cr | 0.42% |
| Greenlam Industries Ltd | Equity | ₹358.12 Cr | 0.42% |
| Symphony Ltd | Equity | ₹336 Cr | 0.40% |
| Sona BLW Precision Forgings Ltd | Equity | ₹323.68 Cr | 0.38% |
| Ceat Ltd | Equity | ₹308.9 Cr | 0.36% |
| Vardhman Textiles Ltd | Equity | ₹300.33 Cr | 0.35% |
| Aarti Industries Ltd | Equity | ₹289.84 Cr | 0.34% |
| Oracle Financial Services Software Ltd | Equity | ₹286.25 Cr | 0.34% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹248.75 Cr | 0.29% |
| Arvind Ltd | Equity | ₹247.69 Cr | 0.29% |
| Navneet Education Ltd | Equity | ₹240.33 Cr | 0.28% |
| Bharti Hexacom Ltd | Equity | ₹226.64 Cr | 0.27% |
| Five-Star Business Finance Ltd | Equity | ₹207.1 Cr | 0.24% |
| Colgate-Palmolive (India) Ltd | Equity | ₹178.23 Cr | 0.21% |
| Greenply Industries Ltd | Equity | ₹163.48 Cr | 0.19% |
| Dhanuka Agritech Ltd | Equity | ₹160.26 Cr | 0.19% |
| Greenpanel Industries Ltd Ordinary Shares | Equity | ₹139.45 Cr | 0.16% |
| Net Current Assets | Cash | ₹-86.62 Cr | 0.10% |
| Jagran Prakashan Ltd | Equity | ₹54.85 Cr | 0.06% |
Allocation By Market Cap (Equity)
Large Cap Stocks
7.46%
Mid Cap Stocks
65.45%
Small Cap Stocks
20.12%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹20,955.16 Cr | 24.70% |
| Consumer Cyclical | ₹15,206.8 Cr | 17.92% |
| Healthcare | ₹10,651.38 Cr | 12.55% |
| Industrials | ₹8,953.41 Cr | 10.55% |
| Technology | ₹8,332.04 Cr | 9.82% |
| Consumer Defensive | ₹4,813.63 Cr | 5.67% |
| Basic Materials | ₹4,703.54 Cr | 5.54% |
| Energy | ₹2,462.24 Cr | 2.90% |
| Communication Services | ₹2,320.33 Cr | 2.73% |
| Utilities | ₹1,054.84 Cr | 1.24% |
Risk & Performance Ratios
Standard Deviation
This fund
13.80%
Cat. avg.
15.56%
Lower the better
Sharpe Ratio
This fund
1.29
Cat. avg.
0.89
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.45
Higher the better
Fund Managers
CS
Chirag Setalvad
Since June 2007
DM
Dhruv Muchhal
Since June 2023
Additional Scheme Detailsas of 30th September 2025
ISIN INF179K01XQ0 | Expense Ratio 0.71% | Exit Load 1.00% | Fund Size ₹83,105 Cr | Age 12 years 9 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Bank of India Mid Cap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹667.76 Cr | - |
| Bank of India Mid Cap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹667.76 Cr | - |
| Kotak Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹4.64 Cr | - |
| Helios Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹346.64 Cr | - |
| Helios Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹346.64 Cr | - |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹489.10 Cr | -0.6% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹86.95 Cr | -3.9% |
| Zerodha Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹127.61 Cr | - |
| LIC MF Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹704.83 Cr | -0.4% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹94.76 Cr | -0.7% |
| UTI Nifty Midcap 150 ETF Very High Risk | 0.3% | - | ₹9.78 Cr | -0.7% |
| Invesco India Mid Cap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹8518.36 Cr | 7.8% |
| HSBC Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹11749.13 Cr | -1.1% |
| Canara Robeco Mid Cap Fund Regular Growth Very High Risk | 0.9% | 1.0% | ₹3538.38 Cr | 0.8% |
| Canara Robeco Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹3538.38 Cr | 2.1% |
| ICICI Prudential Midcap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹6492.10 Cr | 2.3% |
| Nippon India Growth Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹38385.96 Cr | 0.5% |
| Edelweiss Mid Cap Fund Direct Growth Very High Risk | 0.4% | 1.0% | ₹11297.33 Cr | 1.2% |
| Invesco India Mid Cap Fund Direct Growth Very High Risk | 0.5% | 1.0% | ₹8518.36 Cr | 9.1% |
| Kotak Emerging Equity Scheme Direct Growth Very High Risk | 0.4% | 1.0% | ₹58299.59 Cr | 4.2% |
| JM Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1415.98 Cr | -2.4% |
| JM Midcap Fund Direct Growth Very High Risk | 0.5% | 1.0% | ₹1415.98 Cr | -0.8% |
| Mirae Asset Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹1117.12 Cr | -0.6% |
| DSP Midcap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹19037.04 Cr | -2.1% |
| Kotak Emerging Equity Scheme Regular Growth Very High Risk | 1.4% | 1.0% | ₹58299.59 Cr | 3.2% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹79.99 Cr | 36.3% |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹424.94 Cr | 26.8% |
| HDFC Mid-Cap Opportunities Fund Regular Growth Very High Risk | 1.4% | 1.0% | ₹83104.83 Cr | 2.9% |
| Nippon India ETF Nifty Midcap 150 Very High Risk | 0.2% | - | ₹2547.29 Cr | -0.8% |
| UTI Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹11666.34 Cr | -3.9% |
| Axis Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹31146.94 Cr | 0.5% |
| HDFC Mid-Cap Opportunities Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹83104.83 Cr | 3.5% |
| Aditya Birla Sun Life Mid Cap Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹6007.60 Cr | -3.5% |
| Baroda BNP Paribas Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹2190.43 Cr | -2.3% |
| SBI Magnum Midcap Fund Direct Growth Very High Risk | 0.8% | 0.0% | ₹22208.64 Cr | -5.3% |
| Sundaram Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹12585.11 Cr | 1.1% |
| Tata Mid Cap Growth Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹5042.63 Cr | -1.2% |
| Taurus Discovery (Midcap) Fund Direct Growth Very High Risk | 2.1% | 1.0% | ₹128.58 Cr | -3.6% |
| DSP Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹19037.04 Cr | -1.2% |
| Quant Mid Cap Fund Direct Growth Very High Risk | 0.7% | 0.0% | ₹8262.25 Cr | -11.1% |
| Franklin India Prima Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹12251.16 Cr | -1.5% |
| Motilal Oswal Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹674.35 Cr | -0.3% |
| Union Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1550.58 Cr | 1.0% |
| Union Midcap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹1550.58 Cr | 2.4% |
| Edelweiss Mid Cap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹11297.33 Cr | -0.1% |
| Motilal Oswal Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹34748.89 Cr | -3.6% |
| LIC MF Midcap Fund Regular Growth Very High Risk | 2.5% | 1.0% | ₹334.80 Cr | -5.5% |
| LIC MF Midcap Fund Direct Growth Very High Risk | 1.4% | 1.0% | ₹334.80 Cr | -4.4% |
| Kotak Nifty Midcap 50 ETF Very High Risk | 0.1% | - | ₹79.95 Cr | 1.1% |
| Aditya Birla Sun Life Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹6007.60 Cr | -4.3% |
About the AMC
HDFC Mutual Fund
Total AUM
₹8,32,405 Cr
Address
“HUL House”, 2nd Floor, Mumbai, 400 020
Other Funds by HDFC Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of HDFC Mid-Cap Opportunities Fund Direct Growth?
The NAV of HDFC Mid-Cap Opportunities Fund Direct Growth, as of 13-Oct-2025, is ₹216.98.
What are the returns of HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund has generated 3.54% over the last 1 year and 27.10% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund's allocation of assets is distributed as 93.63% in equities, 0.00% in bonds, and 6.37% in cash and cash equivalents.
Who manages the HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund managers responsible for HDFC Mid-Cap Opportunities Fund Direct Growth are:-
- Chirag Setalvad
- Dhruv Muchhal
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
NAV (13-Oct-25)
₹216.98-0.17%1D
Returns (Since Inception)
21.09%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹83,105 Cr
Expense Ratio
0.71%
ISIN
INF179K01XQ0
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
Risk Level
Your principal amount will be at Very High Risk
About this fund
HDFC Mid-Cap Opportunities Fund Direct Growth is a Mid-Cap mutual fund schemes offered by HDFC Mutual Fund. This fund has been in existence for 12 years, 9 months and 13 days, having been launched on 01-Jan-13.
As of 13-Oct-25, it has a Net Asset Value (NAV) of ₹216.98, Assets Under Management (AUM) of 83104.83 Crores, and an expense ratio of 0.71%.
As of 13-Oct-25, it has a Net Asset Value (NAV) of ₹216.98, Assets Under Management (AUM) of 83104.83 Crores, and an expense ratio of 0.71%.
- HDFC Mid-Cap Opportunities Fund Direct Growth has given a CAGR return of 21.09% since inception.
- The fund's asset allocation comprises around 93.63% in equities, 0.00% in debts, and 6.37% in cash & cash equivalents.
- You can start investing in HDFC Mid-Cap Opportunities Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+3.54%
— (Cat Avg.)
3 Years
+27.10%
+21.86% (Cat Avg.)
5 Years
+30.37%
+26.01% (Cat Avg.)
10 Years
+18.91%
+16.31% (Cat Avg.)
Since Inception
+21.09%
— (Cat Avg.)
Portfolio Summaryas of 30th September 2025
| Equity | ₹77,814.85 Cr | 93.63% |
| Others | ₹5,289.97 Cr | 6.37% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Treps - Tri-Party Repo | Cash - Repurchase Agreement | ₹5,487.98 Cr | 6.47% |
| Max Financial Services Ltd | Equity | ₹4,040.41 Cr | 4.76% |
| Balkrishna Industries Ltd | Equity | ₹3,005.61 Cr | 3.54% |
| Indian Bank | Equity | ₹2,766.67 Cr | 3.26% |
| Fortis Healthcare Ltd | Equity | ₹2,699.35 Cr | 3.18% |
| AU Small Finance Bank Ltd | Equity | ₹2,685.33 Cr | 3.16% |
| Coforge Ltd | Equity | ₹2,485.24 Cr | 2.93% |
| The Federal Bank Ltd | Equity | ₹2,466.13 Cr | 2.91% |
| Hindustan Petroleum Corp Ltd | Equity | ₹2,462.24 Cr | 2.90% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹2,435.04 Cr | 2.87% |
| Ipca Laboratories Ltd | Equity | ₹2,376.65 Cr | 2.80% |
| Vishal Mega Mart Ltd | Equity | ₹2,245.18 Cr | 2.65% |
| Apollo Tyres Ltd | Equity | ₹1,981.29 Cr | 2.33% |
| Marico Ltd | Equity | ₹1,847.91 Cr | 2.18% |
| Tata Communications Ltd | Equity | ₹1,798.52 Cr | 2.12% |
| Cummins India Ltd | Equity | ₹1,746.59 Cr | 2.06% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹1,706.18 Cr | 2.01% |
| Jindal Steel Ltd | Equity | ₹1,625.72 Cr | 1.92% |
| Persistent Systems Ltd | Equity | ₹1,609.66 Cr | 1.90% |
| Aurobindo Pharma Ltd | Equity | ₹1,446.44 Cr | 1.70% |
| Bosch Ltd | Equity | ₹1,376.35 Cr | 1.62% |
| Delhivery Ltd | Equity | ₹1,365.44 Cr | 1.61% |
| Union Bank of India | Equity | ₹1,341.97 Cr | 1.58% |
| Indian Hotels Co Ltd | Equity | ₹1,215.2 Cr | 1.43% |
| PB Fintech Ltd | Equity | ₹1,210.78 Cr | 1.43% |
| Dabur India Ltd | Equity | ₹1,185.7 Cr | 1.40% |
| Eternal Ltd | Equity | ₹1,170.19 Cr | 1.38% |
| Gland Pharma Ltd | Equity | ₹1,167.11 Cr | 1.38% |
| Mphasis Ltd | Equity | ₹1,110.29 Cr | 1.31% |
| SKF India Ltd | Equity | ₹1,109.59 Cr | 1.31% |
| AIA Engineering Ltd | Equity | ₹1,077.44 Cr | 1.27% |
| Indraprastha Gas Ltd | Equity | ₹1,054.84 Cr | 1.24% |
| Redington Ltd | Equity | ₹1,005.09 Cr | 1.18% |
| Hexaware Technologies Ltd Ordinary Shares | Equity | ₹996.09 Cr | 1.17% |
| Coromandel International Ltd | Equity | ₹944.68 Cr | 1.11% |
| Star Health and Allied Insurance Co Ltd | Equity | ₹919.44 Cr | 1.08% |
| ACC Ltd | Equity | ₹865.99 Cr | 1.02% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹862.73 Cr | 1.02% |
| Dixon Technologies (India) Ltd | Equity | ₹839.42 Cr | 0.99% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹837.98 Cr | 0.99% |
| Karur Vysya Bank Ltd | Equity | ₹837.35 Cr | 0.99% |
| KEC International Ltd | Equity | ₹788.48 Cr | 0.93% |
| Escorts Kubota Ltd | Equity | ₹783.33 Cr | 0.92% |
| Bharat Forge Ltd | Equity | ₹780.32 Cr | 0.92% |
| Sundaram Fasteners Ltd | Equity | ₹719.97 Cr | 0.85% |
| Supreme Industries Ltd | Equity | ₹699.41 Cr | 0.82% |
| IndusInd Bank Ltd | Equity | ₹678.62 Cr | 0.80% |
| Godrej Consumer Products Ltd | Equity | ₹676.34 Cr | 0.80% |
| Timken India Ltd | Equity | ₹647.21 Cr | 0.76% |
| City Union Bank Ltd | Equity | ₹556.81 Cr | 0.66% |
| Alkem Laboratories Ltd | Equity | ₹526.79 Cr | 0.62% |
| United Spirits Ltd | Equity | ₹526.1 Cr | 0.62% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Equity | ₹514.13 Cr | 0.61% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹426.88 Cr | 0.50% |
| Emami Ltd | Equity | ₹399.35 Cr | 0.47% |
| Vesuvius India Ltd | Equity | ₹377.47 Cr | 0.44% |
| KNR Constructions Ltd | Equity | ₹358.44 Cr | 0.42% |
| Greenlam Industries Ltd | Equity | ₹358.12 Cr | 0.42% |
| Symphony Ltd | Equity | ₹336 Cr | 0.40% |
| Sona BLW Precision Forgings Ltd | Equity | ₹323.68 Cr | 0.38% |
| Ceat Ltd | Equity | ₹308.9 Cr | 0.36% |
| Vardhman Textiles Ltd | Equity | ₹300.33 Cr | 0.35% |
| Aarti Industries Ltd | Equity | ₹289.84 Cr | 0.34% |
| Oracle Financial Services Software Ltd | Equity | ₹286.25 Cr | 0.34% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹248.75 Cr | 0.29% |
| Arvind Ltd | Equity | ₹247.69 Cr | 0.29% |
| Navneet Education Ltd | Equity | ₹240.33 Cr | 0.28% |
| Bharti Hexacom Ltd | Equity | ₹226.64 Cr | 0.27% |
| Five-Star Business Finance Ltd | Equity | ₹207.1 Cr | 0.24% |
| Colgate-Palmolive (India) Ltd | Equity | ₹178.23 Cr | 0.21% |
| Greenply Industries Ltd | Equity | ₹163.48 Cr | 0.19% |
| Dhanuka Agritech Ltd | Equity | ₹160.26 Cr | 0.19% |
| Greenpanel Industries Ltd Ordinary Shares | Equity | ₹139.45 Cr | 0.16% |
| Net Current Assets | Cash | ₹-86.62 Cr | 0.10% |
| Jagran Prakashan Ltd | Equity | ₹54.85 Cr | 0.06% |
Allocation By Market Cap (Equity)
Large Cap Stocks
7.46%
Mid Cap Stocks
65.45%
Small Cap Stocks
20.12%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹20,955.16 Cr | 24.70% |
| Consumer Cyclical | ₹15,206.8 Cr | 17.92% |
| Healthcare | ₹10,651.38 Cr | 12.55% |
| Industrials | ₹8,953.41 Cr | 10.55% |
| Technology | ₹8,332.04 Cr | 9.82% |
| Consumer Defensive | ₹4,813.63 Cr | 5.67% |
| Basic Materials | ₹4,703.54 Cr | 5.54% |
| Energy | ₹2,462.24 Cr | 2.90% |
| Communication Services | ₹2,320.33 Cr | 2.73% |
| Utilities | ₹1,054.84 Cr | 1.24% |
Risk & Performance Ratios
Standard Deviation
This fund
13.80%
Cat. avg.
15.56%
Lower the better
Sharpe Ratio
This fund
1.29
Cat. avg.
0.89
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.45
Higher the better
Fund Managers
CS
Chirag Setalvad
Since June 2007
DM
Dhruv Muchhal
Since June 2023
Additional Scheme Detailsas of 30th September 2025
ISIN INF179K01XQ0 | Expense Ratio 0.71% | Exit Load 1.00% | Fund Size ₹83,105 Cr | Age 12 years 9 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Bank of India Mid Cap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹667.76 Cr | - |
| Bank of India Mid Cap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹667.76 Cr | - |
| Kotak Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹4.64 Cr | - |
| Helios Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹346.64 Cr | - |
| Helios Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹346.64 Cr | - |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹489.10 Cr | -0.6% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹86.95 Cr | -3.9% |
| Zerodha Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹127.61 Cr | - |
| LIC MF Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹704.83 Cr | -0.4% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹94.76 Cr | -0.7% |
| UTI Nifty Midcap 150 ETF Very High Risk | 0.3% | - | ₹9.78 Cr | -0.7% |
| Invesco India Mid Cap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹8518.36 Cr | 7.8% |
| HSBC Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹11749.13 Cr | -1.1% |
| Canara Robeco Mid Cap Fund Regular Growth Very High Risk | 0.9% | 1.0% | ₹3538.38 Cr | 0.8% |
| Canara Robeco Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹3538.38 Cr | 2.1% |
| ICICI Prudential Midcap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹6492.10 Cr | 2.3% |
| Nippon India Growth Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹38385.96 Cr | 0.5% |
| Edelweiss Mid Cap Fund Direct Growth Very High Risk | 0.4% | 1.0% | ₹11297.33 Cr | 1.2% |
| Invesco India Mid Cap Fund Direct Growth Very High Risk | 0.5% | 1.0% | ₹8518.36 Cr | 9.1% |
| Kotak Emerging Equity Scheme Direct Growth Very High Risk | 0.4% | 1.0% | ₹58299.59 Cr | 4.2% |
| JM Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1415.98 Cr | -2.4% |
| JM Midcap Fund Direct Growth Very High Risk | 0.5% | 1.0% | ₹1415.98 Cr | -0.8% |
| Mirae Asset Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹1117.12 Cr | -0.6% |
| DSP Midcap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹19037.04 Cr | -2.1% |
| Kotak Emerging Equity Scheme Regular Growth Very High Risk | 1.4% | 1.0% | ₹58299.59 Cr | 3.2% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹79.99 Cr | 36.3% |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹424.94 Cr | 26.8% |
| HDFC Mid-Cap Opportunities Fund Regular Growth Very High Risk | 1.4% | 1.0% | ₹83104.83 Cr | 2.9% |
| Nippon India ETF Nifty Midcap 150 Very High Risk | 0.2% | - | ₹2547.29 Cr | -0.8% |
| UTI Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹11666.34 Cr | -3.9% |
| Axis Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹31146.94 Cr | 0.5% |
| HDFC Mid-Cap Opportunities Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹83104.83 Cr | 3.5% |
| Aditya Birla Sun Life Mid Cap Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹6007.60 Cr | -3.5% |
| Baroda BNP Paribas Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹2190.43 Cr | -2.3% |
| SBI Magnum Midcap Fund Direct Growth Very High Risk | 0.8% | 0.0% | ₹22208.64 Cr | -5.3% |
| Sundaram Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹12585.11 Cr | 1.1% |
| Tata Mid Cap Growth Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹5042.63 Cr | -1.2% |
| Taurus Discovery (Midcap) Fund Direct Growth Very High Risk | 2.1% | 1.0% | ₹128.58 Cr | -3.6% |
| DSP Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹19037.04 Cr | -1.2% |
| Quant Mid Cap Fund Direct Growth Very High Risk | 0.7% | 0.0% | ₹8262.25 Cr | -11.1% |
| Franklin India Prima Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹12251.16 Cr | -1.5% |
| Motilal Oswal Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹674.35 Cr | -0.3% |
| Union Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1550.58 Cr | 1.0% |
| Union Midcap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹1550.58 Cr | 2.4% |
| Edelweiss Mid Cap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹11297.33 Cr | -0.1% |
| Motilal Oswal Midcap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹34748.89 Cr | -3.6% |
| LIC MF Midcap Fund Regular Growth Very High Risk | 2.5% | 1.0% | ₹334.80 Cr | -5.5% |
| LIC MF Midcap Fund Direct Growth Very High Risk | 1.4% | 1.0% | ₹334.80 Cr | -4.4% |
| Kotak Nifty Midcap 50 ETF Very High Risk | 0.1% | - | ₹79.95 Cr | 1.1% |
| Aditya Birla Sun Life Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹6007.60 Cr | -4.3% |
About the AMC
HDFC Mutual Fund
Total AUM
₹8,32,405 Cr
Address
“HUL House”, 2nd Floor, Mumbai, 400 020
Other Funds by HDFC Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of HDFC Mid-Cap Opportunities Fund Direct Growth?
The NAV of HDFC Mid-Cap Opportunities Fund Direct Growth, as of 13-Oct-2025, is ₹216.98.
What are the returns of HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund has generated 3.54% over the last 1 year and 27.10% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund's allocation of assets is distributed as 93.63% in equities, 0.00% in bonds, and 6.37% in cash and cash equivalents.
Who manages the HDFC Mid-Cap Opportunities Fund Direct Growth?
The fund managers responsible for HDFC Mid-Cap Opportunities Fund Direct Growth are:-
- Chirag Setalvad
- Dhruv Muchhal
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Dezerv Investments Pvt. Ltd. is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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