To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund launched on 25 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on Historical performance (Yearly) on absolute basis HDFC Mid-cap Opportunities Fund - G
Scheme Objective
CAGR return of 17.6% since its launch. Ranked 24 in Mid Cap category. Return for 2024 was 28.6% , 2023 was 44.5% and 2022 was 12.3% . NAV as on 8 Aug 25 ₹189.412 ↓ -1.40 (-0.73 %) Net Assets (AUM) as on 30 Jun 2025 ₹84,061 Cr. Launch Date 25 Jun 2007 Category Equity - Mid Cap Rating ☆☆☆ Type Open Ended Fund Risk Moderately High AMC HDFC Asset Management Company Limited Alpha Ratio 3.0 Expense Ratio 1.51 % Sharpe Ratio 0.232 Information Ratio 0.62 Benchmark Not Available Min Investment ₹5,000 Min SIP Investment ₹300 Exit Load 0-1 Years (1%),1 Years and above(NIL) NAV Price Chart
Returns
Annual Compounded Returns
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.1% 3 Month 7.4% 6 Month 5.8% 1 Year 3.1% 3 Year 25.9% 5 Year 29.8% 10 Year 15 Year Since launch 17.6% Historical Annual Returns
Year Returns 2024 28.6% 2023 44.5% 2022 12.3% 2021 39.9% 2020 21.7% 2019 0.2% 2018 -11.2% 2017 41.7% 2016 11.3% Growth of 10k Over Years
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,294 31 Jul 22 ₹18,767 31 Jul 23 ₹25,348 31 Jul 24 ₹38,470 31 Jul 25 ₹39,107 
Asset Allocation
Asset Class Value Cash 7.15% Equity 92.85% 
Sector Allocation
Sector Value Financial Services 25.63% Consumer Cyclical 17.44% Technology 11.08% Health Care 10.43% Industrials 9.8% Basic Materials 7.04% Consumer Defensive 4.33% Energy 2.89% Communication Services 2.88% Utility 1.31% 
Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271Insurance - Life 5% ₹4,223 Cr 25,638,767
↑ 100,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGEInformation Technology Services 3% ₹2,891 Cr 15,020,600 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNKBanks - Regional 3% ₹2,724 Cr 127,825,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 540611Banks - Regional 3% ₹2,500 Cr 30,581,550
↑ 1,102,177 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETROOil & Gas Refining & Marketing 3% ₹2,433 Cr 55,530,830 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 532814Banks - Regional 3% ₹2,371 Cr 36,854,482 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494Drug Manufacturers - Specialty & Generic 3% ₹2,350 Cr 16,909,872
↑ 618,053 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISINDAuto Parts 3% ₹2,321 Cr 9,490,727
↑ 24,605 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | 532843Medical Care Facilities 2% ₹2,024 Cr 25,477,319 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENTInformation Technology Services 2% ₹2,017 Cr 3,337,818
Talk to our investment specialistFund Managers
Name Since Tenure Chirag Setalvad 25 Jun 07 18.11 Yr. Dhruv Muchhal 22 Jun 23 2.11 Yr. Custodians
Company Address Deutsche Bank AG Deutsche Bank AG,Kodak House, 22, D.N. Road, HDFC Bank Ltd HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W), Citibank N.A. India Trent House, 3rd Floor, G Block,,Plot No.60, Next to Citibank,,Bandra Kurla Complex,,Bandra (East), Registrar & Transfer Agent
Computer Age Management Services Ltd Address New No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam FAX 91-44-28283610 Email enq_L@camsonline.com Administrator Companies
Company Address HDFC Mutual Fund 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate Auditors
Company Address S. R. BATLIBOI & Co Express Tower, 6th Floor,Nariman Point,Mumbai BSR & Co. LLP BSR & Co. LLP All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year HDFC Mid-Cap Opportunities Fund
Normal Dividend, Payout ₹52.196
↓ -0.39 5.83 % 3.18 % 25.88 % 29.8 % HDFC Mid-Cap Opportunities Fund
Growth ₹189.412
↓ -1.40 5.79 % 3.14 % 25.86 % 29.81 % HDFC Mid-Cap Opportunities Fund
Normal Dividend, Reinvestment ₹52.196
↓ -0.39 5.83 % 3.18 % 25.88 % 29.8 % Data as on 8 Aug 25
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.
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