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Fund Overview

Fund Size

Fund Size

₹1,08,325 Cr

Expense Ratio

Expense Ratio

1.30%

ISIN

ISIN

INF179K01CR2

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

25 Jun 2007

About this fund

HDFC Mid-Cap Opportunities Fund Regular Growth is a Mid-Cap mutual fund schemes offered by HDFC Mutual Fund. This fund has been in existence for 19 years, 3 months and 9 days, having been launched on 25-Jun-07.
As of 01-Oct-26, it has a Net Asset Value (NAV) of ₹197.82, Assets Under Management (AUM) of 108324.55 Crores, and an expense ratio of 1.3%.
  • HDFC Mid-Cap Opportunities Fund Regular Growth has given a CAGR return of 16.75% since inception.
  • The fund's asset allocation comprises around 92.93% in equities, 0.00% in debts, and 7.07% in cash & cash equivalents.
  • You can start investing in HDFC Mid-Cap Opportunities Fund Regular 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

+2.67%

+3.81% (Cat Avg.)

3 Years

+14.43%

+14.22% (Cat Avg.)

5 Years

+16.74%

+13.70% (Cat Avg.)

10 Years

+15.86%

+14.84% (Cat Avg.)

Since Inception

+16.75%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity₹1,00,662.84 Cr92.93%
Others₹7,661.71 Cr7.07%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Treps - Tri-Party RepoCash - Repurchase Agreement₹7,484.03 Cr6.91%
The Federal Bank LtdEquity₹4,559.52 Cr4.21%
AU Small Finance Bank LtdEquity₹4,316.27 Cr3.98%
Max Financial Services LtdEquity₹4,108.03 Cr3.79%
Ipca Laboratories LtdEquity₹3,575.69 Cr3.30%
Glenmark Pharmaceuticals LtdEquity₹3,325.23 Cr3.07%
Indian BankEquity₹3,312.3 Cr3.06%
Balkrishna Industries LtdEquity₹3,268.66 Cr3.02%
Coforge LtdEquity₹3,101.16 Cr2.86%
Fortis Healthcare LtdEquity₹2,911.32 Cr2.69%
Vishal Mega Mart LtdEquity₹2,502.19 Cr2.31%
Marico LtdEquity₹2,481.89 Cr2.29%
Mahindra & Mahindra Financial Services LtdEquity₹2,466.21 Cr2.28%
Aurobindo Pharma LtdEquity₹2,291.29 Cr2.12%
Hindustan Petroleum Corp LtdEquity₹2,225.1 Cr2.05%
United Spirits LtdEquity₹2,093.11 Cr1.93%
Cummins India LtdEquity₹2,079.84 Cr1.92%
Persistent Systems LtdEquity₹1,923 Cr1.78%
Tata Communications LtdEquity₹1,921.26 Cr1.77%
Apollo Tyres LtdEquity₹1,838.86 Cr1.70%
PB Fintech LtdEquity₹1,834.56 Cr1.69%
Jindal Steel LtdEquity₹1,753.56 Cr1.62%
Gland Pharma LtdEquity₹1,751.05 Cr1.62%
Alkem Laboratories LtdEquity₹1,746.44 Cr1.61%
Mphasis LtdEquity₹1,744.58 Cr1.61%
Union Bank of IndiaEquity₹1,697.41 Cr1.57%
Dabur India LtdEquity₹1,596.85 Cr1.47%
Bosch LtdEquity₹1,561.22 Cr1.44%
AIA Engineering LtdEquity₹1,444.67 Cr1.33%
Delhivery LtdEquity₹1,438.85 Cr1.33%
Eternal LtdEquity₹1,409.2 Cr1.30%
Karur Vysya Bank LtdEquity₹1,362.66 Cr1.26%
Bharat Forge LtdEquity₹1,354.75 Cr1.25%
IndusInd Bank LtdEquity₹1,199.92 Cr1.11%
Coromandel International LtdEquity₹1,171.77 Cr1.08%
Star Health and Allied Insurance Co LtdEquity₹1,169.75 Cr1.08%
Nippon Life India Asset Management Ltd Ordinary SharesEquity₹1,164.71 Cr1.08%
Indian Hotels Co LtdEquity₹1,041.04 Cr0.96%
Redington LtdEquity₹987.29 Cr0.91%
Havells India LtdEquity₹977.31 Cr0.90%
ICICI Lombard General Insurance Co LtdEquity₹939.53 Cr0.87%
Aster DM Quality Care Ltd Ordinary SharesEquity₹907.39 Cr0.84%
Escorts Kubota LtdEquity₹889.99 Cr0.82%
Godrej Consumer Products LtdEquity₹889.63 Cr0.82%
Sundaram Fasteners LtdEquity₹868.16 Cr0.80%
Hexaware Technologies Ltd Ordinary SharesEquity₹827.58 Cr0.76%
Sona BLW Precision Forgings LtdEquity₹818.43 Cr0.76%
Indraprastha Gas LtdEquity₹769.63 Cr0.71%
City Union Bank LtdEquity₹763.97 Cr0.71%
Dixon Technologies (India) LtdEquity₹763.72 Cr0.71%
SKF India (Industrial) LtdEquity₹701.98 Cr0.65%
Crompton Greaves Consumer Electricals LtdEquity₹678.61 Cr0.63%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity₹650.8 Cr0.60%
Timken India LtdEquity₹615.56 Cr0.57%
ACC LtdEquity₹605.82 Cr0.56%
Supreme Industries LtdEquity₹589.91 Cr0.54%
Arvind LtdEquity₹452.95 Cr0.42%
Oracle Financial Services Software LtdEquity₹427.17 Cr0.39%
Aarti Industries LtdEquity₹405.42 Cr0.37%
Petronet LNG LtdEquity₹390.54 Cr0.36%
SKF India LtdEquity₹365.64 Cr0.34%
Vardhman Textiles LtdEquity₹357.22 Cr0.33%
Cholamandalam Financial Holdings LtdEquity₹336.41 Cr0.31%
KEC International LtdEquity₹334.55 Cr0.31%
Vesuvius India LtdEquity₹294.34 Cr0.27%
CIE Automotive India LtdEquity₹281.56 Cr0.26%
Symphony LtdEquity₹217.7 Cr0.20%
Bharti Hexacom LtdEquity₹211.03 Cr0.19%
Five-Star Business Finance LtdEquity₹206.5 Cr0.19%
Colgate-Palmolive (India) LtdEquity₹201.52 Cr0.19%
Billionbrains Garage Ventures LtdEquity₹194.93 Cr0.18%
Navneet Education LtdEquity₹178.95 Cr0.17%
Net Current AssetsCash₹177.68 Cr0.16%
LG Electronics India LtdEquity₹170.6 Cr0.16%
Greenply Industries LtdEquity₹157.97 Cr0.15%
Greenlam Industries LtdEquity₹151.21 Cr0.14%
Emami LtdEquity₹109 Cr0.10%
Dhanuka Agritech LtdEquity₹100.45 Cr0.09%
KNR Constructions LtdEquity₹53.56 Cr0.05%
Greenpanel Industries Ltd Ordinary SharesEquity₹48.54 Cr0.04%
Jagran Prakashan LtdEquity₹25.88 Cr0.02%

Allocation By Market Cap (Equity)

Large Cap Stocks

10.47%

Mid Cap Stocks

65.42%

Small Cap Stocks

17.04%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services₹29,632.67 Cr27.36%
Healthcare₹16,508.41 Cr15.24%
Consumer Cyclical₹15,295.79 Cr14.12%
Industrials₹11,140.94 Cr10.28%
Technology₹9,945.1 Cr9.18%
Consumer Defensive₹7,372 Cr6.81%
Basic Materials₹5,045.55 Cr4.66%
Energy₹2,615.64 Cr2.41%
Communication Services₹2,337.12 Cr2.16%
Utilities₹769.63 Cr0.71%

Risk & Performance Ratios

Standard Deviation

This fund

16.12%

Cat. avg.

17.82%

Lower the better

Sharpe Ratio

This fund

0.55

Cat. avg.

0.67

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.04

Higher the better

Fund Managers

CS

Chirag Setalvad

Since June 2007

DM

Dhruv Muchhal

Since June 2023

Additional Scheme Detailsas of 31st August 2026

ISIN
INF179K01CR2
Expense Ratio
1.30%
Exit Load
1.00%
Fund Size
₹1,08,325 Cr
Age
19 years 3 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund size
1Y
The Wealth Company Mid Cap Fund Regular Growth

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SBI Nifty Midcap 150 ETF

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Kotak Nifty Midcap 50 ETF

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TRUSTMF Mid Cap Fund Direct Growth

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Samco Mid Cap Fund Direct Growth

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Samco Mid Cap Fund Regular Growth

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DSP Nifty Midcap 150 ETF

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Groww Nifty Midcap 150 ETF

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Bank of India Mid Cap Fund Direct Growth

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Bank of India Mid Cap Fund Regular Growth

Very High Risk

2.6%1.0%₹766.60 Cr1.6%
Kotak Nifty Midcap 150 ETF

Very High Risk

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Helios Mid Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2228.71 Cr8.5%
Helios Mid Cap Fund Regular Growth

Very High Risk

2.5%1.0%₹2228.71 Cr6.9%
ICICI Prudential Nifty Midcap 150 ETF

Very High Risk

0.2%-₹790.84 Cr2.4%
ICICI Prudential Midcap Select ETF

Very High Risk

0.2%-₹117.40 Cr6.5%
Zerodha Nifty Midcap 150 ETF

Very High Risk

0.2%-₹275.24 Cr3.1%
LIC MF Nifty Midcap 100 ETF

Very High Risk

0.2%-₹683.42 Cr3.1%
HDFC NIFTY Midcap 150 ETF

Very High Risk

0.2%-₹163.82 Cr2.4%
UTI Nifty Midcap 150 ETF

Very High Risk

0.3%-₹13.49 Cr2.5%
Invesco India Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹15905.31 Cr5.4%
HSBC Midcap Fund Direct Growth

Very High Risk

1.2%1.0%₹17188.24 Cr15.9%
Canara Robeco Mid Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹5231.03 Cr3.3%
Canara Robeco Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5231.03 Cr4.7%
ICICI Prudential Midcap Fund Direct Growth

Very High Risk

1.1%1.0%₹8403.30 Cr9.9%
Nippon India Growth Fund Direct Growth

Very High Risk

0.8%1.0%₹52270.55 Cr4.5%
Edelweiss Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹19924.32 Cr4.5%
Invesco India Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹15905.31 Cr6.6%
Kotak Emerging Equity Scheme Direct Growth

Very High Risk

0.5%1.0%₹71256.26 Cr1.3%
JM Midcap Fund Regular Growth

High Risk

2.5%1.0%₹1360.29 Cr6.4%
JM Midcap Fund Direct Growth

High Risk

1.0%1.0%₹1360.29 Cr8.0%
Mirae Asset Nifty Midcap 150 ETF

Very High Risk

0.1%-₹1873.79 Cr2.5%
DSP Midcap Fund Regular Growth

Very High Risk

1.7%1.0%₹21018.54 Cr-0.3%
Kotak Emerging Equity Scheme Regular Growth

Very High Risk

1.5%1.0%₹71256.26 Cr0.3%
ICICI Prudential Midcap Select ETF

Very High Risk

0.1%-₹79.99 Cr36.3%
ICICI Prudential Nifty Midcap 150 ETF

Very High Risk

0.1%-₹424.94 Cr26.8%
HDFC Mid-Cap Opportunities Fund Regular Growth

Very High Risk

1.3%1.0%₹108324.55 Cr2.7%
Nippon India ETF Nifty Midcap 150

Very High Risk

0.2%-₹4062.74 Cr2.5%
UTI Mid Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹12795.44 Cr1.0%
Axis Midcap Fund Direct Growth

Very High Risk

0.8%1.0%₹35425.07 Cr4.6%
HDFC Mid-Cap Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹108324.55 Cr3.3%
Aditya Birla Sun Life Mid Cap Fund Direct Growth

Very High Risk

1.2%1.0%₹6966.29 Cr4.8%
Baroda BNP Paribas Mid Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2657.78 Cr6.3%
SBI Magnum Midcap Fund Direct Growth

Very High Risk

1.0%0.0%₹24518.32 Cr2.3%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹14863.43 Cr2.7%
Tata Mid Cap Growth Fund Direct Growth

Very High Risk

0.9%0.0%₹6240.29 Cr2.9%
Taurus Discovery (Midcap) Fund Direct Growth

Very High Risk

2.3%1.0%₹139.85 Cr5.6%
DSP Midcap Fund Direct Growth

Very High Risk

0.8%1.0%₹21018.54 Cr0.6%
Quant Mid Cap Fund Direct Growth

Very High Risk

1.2%0.0%₹8055.58 Cr3.6%

About the AMC

HDFC Mutual Fund

HDFC Mutual Fund

Total AUM

₹9,56,438 Cr

Address

“HUL House”, 2nd Floor, Mumbai, 400 020

Other Funds by HDFC Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70 30 Index Fund Direct Growth

High Risk

-0.0%--
HDFC BSE REITS and Commercial Real Estate Index Fund Direct Growth

Very High Risk

-0.0%--
HDFC Gold Silver Passive FOF Direct Growth

Very High Risk

-1.0%--
HDFC Nifty Metal ETF FOF Direct Growth

Very High Risk

0.1%-₹115.15 Cr-
HDFC Nifty Auto Index Fund Direct Growth

Very High Risk

2.3%0.0%₹162.79 Cr-
HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹957.98 Cr-
HDFC Income Plus Arbitrage Omni FOF Direct Growth

Moderately High risk

0.1%1.0%₹30.24 Cr-
HDFC Nifty India Consumption Index Fund Direct Growth

Very High Risk

0.4%0.0%₹114.70 Cr-
HDFC BSE India Sector Leaders Index Fund Direct Growth

Very High Risk

0.3%0.0%₹173.75 Cr-
HDFC Diversified Equity All Cap Active FOF Direct Growth

Very High Risk

0.3%1.0%₹2700.87 Cr-3.9%
HDFC Innovation Fund Direct Growth

Very High Risk

1.0%1.0%₹3188.93 Cr14.5%
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹2264.18 Cr7.1%
HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth

Very High Risk

0.4%0.0%₹91.20 Cr-9.6%
HDFC Nifty100 Quality 30 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹143.74 Cr-5.0%
HDFC Nifty India Digital Index Fund Direct Growth

Very High Risk

0.4%0.0%₹157.81 Cr-8.2%
HDFC Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹466.18 Cr-2.4%
HDFC Nifty500 Multicap 50:25:25 Index Fund Regular Growth

Very High Risk

0.3%0.0%₹517.99 Cr-1.9%
HDFC NIFTY100 Low Volatility 30 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹219.67 Cr-6.6%
HDFC Manufacturing Fund Direct Growth

Very High Risk

0.9%1.0%₹10751.82 Cr4.9%
HDFC NIFTY Realty Index Fund Direct Growth

Very High Risk

0.5%0.0%₹144.24 Cr-4.9%
HDFC NIFTY200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.9%0.0%₹608.84 Cr-3.2%
HDFC Pharma and Healthcare Fund Direct Growth

Very High Risk

1.1%1.0%₹3310.64 Cr26.6%
HDFC Technology Fund Direct Growth

Very High Risk

1.1%1.0%₹1483.59 Cr-12.5%
HDFC Fixed Maturity Plan 1162 Days March 2022 Series 46 Direct Growth

Low Risk

-0.0%₹30.78 Cr7.2%
HDFC FMP 1204D December 2022 (47) Direct Growth

Low Risk

--₹51.24 Cr6.1%
HDFC Fixed Maturity Plans 1269 Days March 2023 Series 47 Direct Growth

Low Risk

-0.0%₹76.38 Cr5.7%
HDFC Fixed Maturity Plans 1359 Days September 2022 Series 46 Direct Growth

Low Risk

-0.0%₹316.54 Cr5.6%
HDFC Fixed Maturity Plan 1406 Days August 2022 Series 46 Direct Growth

Low Risk

-0.0%₹246.30 Cr5.7%
HDFC Fixed Maturity Plans 1113 Days March 2019 Series 44 Plan 1 Direct Growth

Moderate Risk

-0.0%--
HDFC Fixed Maturity Plan 1876 Days Series 46 Direct Growth

Low to Moderate Risk

-0.0%₹35.27 Cr5.9%
HDFC Fixed Maturity Plans Series 46 1158D July 2022 Direct Growth

Low Risk

-0.0%₹161.40 Cr6.6%
HDFC Fixed Maturity Plan 1861 Days Series 46 Direct Growth

Low Risk

-0.0%₹504.60 Cr6.0%
HDFC FMP 2638D February 2023 (47) Direct Growth

Moderate Risk

-0.0%₹151.02 Cr4.0%
HDFC Fixed Maturity Plans 1127 Days April 2019 Series 44 Plan 1 Direct Growth

Moderate Risk

----
HDFC Balanced Advantage Fund Direct Growth

Very High Risk

0.8%1.0%₹107295.79 Cr-2.6%
HDFC Hybrid Equity Fund Direct Growth

Very High Risk

1.1%1.0%₹22296.62 Cr-6.6%
HDFC Dynamic PE Ratio Fund of Funds Plan A Direct Growth

Moderate Risk

0.0%0.0%₹2625.68 Cr5.4%
HDFC Small Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹41890.86 Cr-2.9%
HDFC Housing Opportunities Fund Direct Growth

Very High Risk

1.4%1.0%₹1166.99 Cr-7.6%
HDFC Large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹30294.02 Cr-2.5%
HDFC Nifty G-Sec July 2031 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹637.58 Cr3.6%
HDFC Nifty G-sec Dec 2026 Index Fund Direct Growth

Low Risk

0.2%0.0%₹931.89 Cr5.5%
HDFC Business Cycle Fund Direct Growth

Very High Risk

1.2%1.0%₹2774.50 Cr0.2%
HDFC NIFTY Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹774.79 Cr4.2%
HDFC Credit Risk Debt Fund Direct Growth

High Risk

1.0%1.0%₹7665.78 Cr6.9%
HDFC Nifty SDL Oct 2026 Index Fund Direct Growth

Low Risk

0.2%0.0%₹177.43 Cr5.7%
HDFC Banking and PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹5186.08 Cr4.7%
HDFC Banking & Financial Services Fund Direct Growth

Very High Risk

1.0%1.0%₹4687.81 Cr1.4%
HDFC Non-Cyclical Consumer Fund Direct Growth

Very High Risk

1.3%1.0%₹1022.11 Cr-9.6%
HDFC Asset Allocator Fund of Funds Direct Growth

High Risk

0.1%1.0%₹6200.32 Cr2.4%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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What is the current NAV of HDFC Mid-Cap Opportunities Fund Regular Growth?

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The NAV of HDFC Mid-Cap Opportunities Fund Regular Growth, as of 01-Oct-2026, is ₹197.82.
The fund has generated 2.67% over the last 1 year and 14.43% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 92.93% in equities, 0.00% in bonds, and 7.07% in cash and cash equivalents.
The fund managers responsible for HDFC Mid-Cap Opportunities Fund Regular Growth are:-
  1. Chirag Setalvad
  2. Dhruv Muchhal
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