Fund Overview
Fund Size
₹79,718 Cr
Expense Ratio
1.40%
ISIN
INF179K01CR2
Minimum SIP
₹100
Exit Load
1.00%
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 17 years, 11 months and 25 days, having been launched on 25-Jun-07.
As of 18-Jun-25, it has a Net Asset Value (NAV) of ₹190.81, Assets Under Management (AUM) of 79717.67 Crores, and an expense ratio of 1.4%.
As of 18-Jun-25, it has a Net Asset Value (NAV) of ₹190.81, Assets Under Management (AUM) of 79717.67 Crores, and an expense ratio of 1.4%.
- HDFC Mid-Cap Opportunities Fund Regular Growth has given a CAGR return of 17.82% since inception.
- The fund's asset allocation comprises around 91.77% in equities, 0.00% in debts, and 8.23% 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
+6.00%
+4.28% (Cat Avg.)
3 Years
+32.76%
+28.41% (Cat Avg.)
5 Years
+32.86%
+30.10% (Cat Avg.)
10 Years
+17.90%
+16.59% (Cat Avg.)
Since Inception
+17.82%
— (Cat Avg.)
Portfolio Summaryas of 31st May 2025
| Equity | ₹73,155.86 Cr | 91.77% |
| Others | ₹6,561.81 Cr | 8.23% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Treps - Tri-Party Repo | Cash - Repurchase Agreement | ₹6,653.06 Cr | 8.35% |
| Max Financial Services Ltd | Equity | ₹3,837.71 Cr | 4.81% |
| The Federal Bank Ltd | Equity | ₹2,582.83 Cr | 3.24% |
| Coforge Ltd | Equity | ₹2,568.67 Cr | 3.22% |
| Balkrishna Industries Ltd | Equity | ₹2,340.21 Cr | 2.94% |
| Ipca Laboratories Ltd | Equity | ₹2,321.26 Cr | 2.91% |
| Hindustan Petroleum Corp Ltd | Equity | ₹2,282.59 Cr | 2.86% |
| Indian Bank | Equity | ₹2,272.45 Cr | 2.85% |
| AU Small Finance Bank Ltd | Equity | ₹2,043.07 Cr | 2.56% |
| Apollo Tyres Ltd | Equity | ₹1,971.24 Cr | 2.47% |
| Indian Hotels Co Ltd | Equity | ₹1,898.09 Cr | 2.38% |
| Persistent Systems Ltd | Equity | ₹1,881.86 Cr | 2.36% |
| Tata Communications Ltd | Equity | ₹1,860.26 Cr | 2.33% |
| Fortis Healthcare Ltd | Equity | ₹1,799.46 Cr | 2.26% |
| Marico Ltd | Equity | ₹1,580.18 Cr | 1.98% |
| Aurobindo Pharma Ltd | Equity | ₹1,531.71 Cr | 1.92% |
| Jindal Steel & Power Ltd | Equity | ₹1,450.2 Cr | 1.82% |
| Mahindra & Mahindra Financial Services Ltd | Equity | ₹1,438.38 Cr | 1.80% |
| Union Bank of India | Equity | ₹1,422.19 Cr | 1.78% |
| Solar Industries India Ltd | Equity | ₹1,411.63 Cr | 1.77% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹1,279.13 Cr | 1.60% |
| PB Fintech Ltd | Equity | ₹1,253.18 Cr | 1.57% |
| AIA Engineering Ltd | Equity | ₹1,234.33 Cr | 1.55% |
| Hexaware Technologies Ltd Ordinary Shares | Equity | ₹1,170.08 Cr | 1.47% |
| SKF India Ltd | Equity | ₹1,104.98 Cr | 1.39% |
| Vishal Mega Mart Ltd | Equity | ₹1,091.92 Cr | 1.37% |
| Indraprastha Gas Ltd | Equity | ₹1,045.33 Cr | 1.31% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹1,015.19 Cr | 1.27% |
| Cummins India Ltd | Equity | ₹991.92 Cr | 1.24% |
| Star Health and Allied Insurance Co Ltd | Equity | ₹978.26 Cr | 1.23% |
| Delhivery Ltd | Equity | ₹957.97 Cr | 1.20% |
| Redington Ltd | Equity | ₹917.29 Cr | 1.15% |
| Mphasis Ltd | Equity | ₹915.27 Cr | 1.15% |
| Gland Pharma Ltd | Equity | ₹881.98 Cr | 1.11% |
| ACC Ltd | Equity | ₹874.73 Cr | 1.10% |
| Bosch Ltd | Equity | ₹869.98 Cr | 1.09% |
| Eternal Ltd | Equity | ₹856.73 Cr | 1.07% |
| Bharat Forge Ltd | Equity | ₹773.84 Cr | 0.97% |
| Dixon Technologies (India) Ltd | Equity | ₹755.59 Cr | 0.95% |
| IndusInd Bank Ltd | Equity | ₹753.72 Cr | 0.95% |
| KEC International Ltd | Equity | ₹751.85 Cr | 0.94% |
| Sundaram Fasteners Ltd | Equity | ₹740.23 Cr | 0.93% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹736.15 Cr | 0.92% |
| Karur Vysya Bank Ltd | Equity | ₹733.46 Cr | 0.92% |
| Supreme Industries Ltd | Equity | ₹687.24 Cr | 0.86% |
| Escorts Kubota Ltd | Equity | ₹659.33 Cr | 0.83% |
| Timken India Ltd | Equity | ₹630.61 Cr | 0.79% |
| Coromandel International Ltd | Equity | ₹604.85 Cr | 0.76% |
| Godrej Consumer Products Ltd | Equity | ₹570.01 Cr | 0.72% |
| City Union Bank Ltd | Equity | ₹509.84 Cr | 0.64% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Equity | ₹492.7 Cr | 0.62% |
| KNR Constructions Ltd | Equity | ₹483.33 Cr | 0.61% |
| Ceat Ltd | Equity | ₹477.99 Cr | 0.60% |
| Symphony Ltd | Equity | ₹452.5 Cr | 0.57% |
| Vesuvius India Ltd | Equity | ₹436.73 Cr | 0.55% |
| Emami Ltd | Equity | ₹433.45 Cr | 0.54% |
| Sona BLW Precision Forgings Ltd | Equity | ₹427.6 Cr | 0.54% |
| Greenlam Industries Ltd | Equity | ₹423.25 Cr | 0.53% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹422.62 Cr | 0.53% |
| United Spirits Ltd | Equity | ₹397.92 Cr | 0.50% |
| Aarti Industries Ltd | Equity | ₹372.17 Cr | 0.47% |
| Vardhman Textiles Ltd | Equity | ₹357.72 Cr | 0.45% |
| Colgate-Palmolive (India) Ltd | Equity | ₹347.53 Cr | 0.44% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹320.2 Cr | 0.40% |
| Arvind Ltd | Equity | ₹291.75 Cr | 0.37% |
| Oracle Financial Services Software Ltd | Equity | ₹288.27 Cr | 0.36% |
| Dabur India Ltd | Equity | ₹275.2 Cr | 0.35% |
| Five-Star Business Finance Ltd | Equity | ₹273.73 Cr | 0.34% |
| Bharti Hexacom Ltd | Equity | ₹249.97 Cr | 0.31% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹232.4 Cr | 0.29% |
| Navneet Education Ltd | Equity | ₹221.83 Cr | 0.28% |
| Greenply Industries Ltd | Equity | ₹175.37 Cr | 0.22% |
| Dhanuka Agritech Ltd | Equity | ₹171.88 Cr | 0.22% |
| Greenpanel Industries Ltd Ordinary Shares | Equity | ₹131.63 Cr | 0.17% |
| Net Current Assets | Cash | ₹-91.25 Cr | 0.11% |
| Jagran Prakashan Ltd | Equity | ₹63.61 Cr | 0.08% |
| Mahindra &Mah Fin | Equity | ₹45.55 Cr | 0.06% |
| Delta Corp Ltd | Equity | ₹28.25 Cr | 0.04% |
| VST Industries Ltd | Equity | ₹21.67 Cr | 0.03% |
Allocation By Market Cap (Equity)
Large Cap Stocks
5.37%
Mid Cap Stocks
65.73%
Small Cap Stocks
20.61%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹19,810.19 Cr | 24.85% |
| Consumer Cyclical | ₹14,016.51 Cr | 17.58% |
| Technology | ₹8,497.04 Cr | 10.66% |
| Industrials | ₹7,938.3 Cr | 9.96% |
| Healthcare | ₹7,813.54 Cr | 9.80% |
| Basic Materials | ₹5,685.18 Cr | 7.13% |
| Consumer Defensive | ₹3,625.96 Cr | 4.55% |
| Communication Services | ₹2,395.66 Cr | 3.01% |
| Energy | ₹2,282.59 Cr | 2.86% |
| Utilities | ₹1,045.33 Cr | 1.31% |
Risk & Performance Ratios
Standard Deviation
This fund
15.10%
Cat. avg.
16.64%
Lower the better
Sharpe Ratio
This fund
1.35
Cat. avg.
1.01
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.72
Higher the better
Fund Managers
CS
Chirag Setalvad
Since June 2007
DM
Dhruv Muchhal
Since June 2023
Additional Scheme Detailsas of 31st May 2025
ISIN | INF179K01CR2 | Expense Ratio | 1.40% | Exit Load | 1.00% | Fund Size | ₹79,718 Cr | Age | 17 years 11 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:
- If units are sold after 1 year from the date of investment: Gains up to INR 1.25 lakh in a financial year are exempt from tax. Any gains exceeding INR 1.25 lakh are taxed at a rate of 12.5%.
- If units are sold within 1 year from the date of investment: The entire amount of gain is taxed at a rate of 20%.
- Holding the units: No tax is applicable as long as you continue to hold the units.
Dividend Taxation:
Dividends are added to the investor’s income and taxed according to their respective tax slabs. Additionally, if an investors dividend income exceeds INR 5,000 in a financial year, the fund house deducts a 10% Tax Deducted at Source (TDS) before distributing the dividend.
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  |
|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹1.66 Cr | - |
| Helios Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹97.67 Cr | - |
| Helios Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹97.67 Cr | - |
| ICICI Prudential Nifty Midcap 150 ETF Very High Risk | 0.1% | - | ₹465.60 Cr | 3.0% |
| ICICI Prudential Midcap Select ETF Very High Risk | 0.1% | - | ₹87.19 Cr | 1.3% |
| Zerodha Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹81.69 Cr | 3.6% |
| LIC MF Nifty Midcap 100 ETF Very High Risk | 0.2% | - | ₹712.43 Cr | 4.9% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹88.82 Cr | 3.0% |
| UTI Nifty Midcap 150 ETF Very High Risk | 0.2% | - | ₹9.80 Cr | 3.0% |
| Invesco India Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹6641.11 Cr | 13.6% |
About the AMC
Total AUM
₹7,64,557 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
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What is the current NAV of HDFC Mid-Cap Opportunities Fund Regular Growth?
The NAV of HDFC Mid-Cap Opportunities Fund Regular Growth, as of 18-Jun-2025, is ₹190.81.
What are the returns of HDFC Mid-Cap Opportunities Fund Regular Growth?
The fund has generated 6.00% over the last 1 year and 32.76% 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 Regular Growth?
The fund's allocation of assets is distributed as 91.77% in equities, 0.00% in bonds, and 8.23% in cash and cash equivalents.
Who manages the HDFC Mid-Cap Opportunities Fund Regular Growth?
The fund managers responsible for HDFC Mid-Cap Opportunities Fund Regular Growth are:-
- Chirag Setalvad
- Dhruv Muchhal
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 Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377 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.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377 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.