HDFC Mid-Cap Opportunities Fund - Growth Plan

Mid Cap NAV 132.024 0 29 September, 2023

HDFC MidCap Opportunities Growth Fund, being an open-ended scheme by nature has the potential to deliver excellent returns even in the volatile market. The investors seeking capital appreciation over the long term must have this scheme in their portfolio as it invests in the equity and equity related instruments of small and mid cap companies. HDFC Mid-cap Opportunities Fund g has investments in such small and midcap companies which have strong management policies to provide the best opportunities to the investors.

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 06 May, 2007
Benchmark NIFTY Midcap 100 TRI
Asset Size(Cr) 39295.7085
Turn over 14.6%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load 1% for redemption within 365 days
Expense Ratio 1.6
Fund Manager Chirag Setalvad, Priya Ranjan
Fund House HDFC Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W -0.05% -1.21% 0.61%
1 M 3.74% 1.89% 3.77%
3 M 17.63% 8.2% 14.59%
6 M 21.8% 11.63% 18.16%
1 Y 30.29% 13.73% 18.47%
2 Y 18.37% 12.15% 11.76%
3 Y 35.54% 22.26% 30.28%
5 Y 16.53% 13% 15.27%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.86 1.66 1.48 0.95
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 29 Jun, 2023)

Assets Allocation

Sector Holdings
Others 3.7%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HDFC Mid-Cap Opportunities Fund - Growth Plan 30.29% 35.54% 16.53%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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HDFC Mid Cap Opportunities Fund: Offering Growth SIP

HDFC MidCap Opportunities Growth Fund offers online SIP investment plans which are suitable for the investors who are seeking capital appreciation over a long-term period and want to make investments predominantly in such corporates that have small or medium market capitalisation. If you are among those, you must consider HDFC Midcap Opportunities SIP Growth Scheme for your portfolio. Let us take a review of performance and traits of fund in order to avail maximum knowledge of the same so as to decide whether it is suitable for you or not.

HDFC MidCap opportunities fund is one of the most efficient mutual funds investment plans offered by the HDFC Mutual Fund. HDFC mid cap opportunities fund g was launched in 2007, with the primary objective of offering growth opportunities to the investors. Falling in the HDFC small- and mid-cap category it has the primary objective is of providing capital appreciation by SIP investment in the long-term investment horizon by investing the funds in the small- and mid-cap companies.

HDFC Mid-Cap Opportunities Growth Fund: Investment Strategy

The scheme is open ended in nature, according to which it offers the flexibility of redeeming the funds as per the choice of investors. Online investment in this fund provides growth option to the investors wherein the returns are accumulated and reinvested in order to yield huge wealth in the future. The minimum amount for investing in hdfc midcap opportunities fund is Rs.5000, but one has the option to go for easy SIP plans as well. The benchmark against which the performance of HDFC MidCap Fund G is evaluated is NIFTY MIDCAP 100 and NIFTY 50 (additional benchmark).

Earlier, it was launched as a three year close-ended equity scheme and was later converted into an open-ended fund, w.e.f., June 25, 2010. Mr Chirag Setalvad and Mr Rakesh Vyas, together are managing the funds, and are making the best use of the investors’ money in order to offer them maximum returns.

Performance Analysis of HDFC Midcap Opportunities Fund Growth

HDFC midcap fund has performed immensely even in the volatile situation. It faced downsides during the 2011 market falls but then in 2013, this fund has outperformed its benchmark by delivering 9.6 percent gains, when its benchmark, the NIFTY MIDCAP 100 Index, lost around 5 percent.

In the past two years, performance of hdfc mid-cap opportunities scheme remained invested in the market, and took the best of the market rallies. It has delivered enviable returns of around 76.6% in the year 2014, after beating its category and benchmark. HDFC midcap opportunities fund g is holding the third rank under the ‘Small & Mid Cap’ category as per CRISIL, for the quarter ended in June 2016. This shows the remarkable position held by hdfcmidcap growth scheme online in the mutual fund industry.

HDFC MidCap Opportunities Fund G - Portfolio Analysis

With an asset size of Rs.12,997 crore as on August 31, 2016, it has invested 95.85 percent of the funds in the equities and related instrument, majorly of small and mid-cap companies. The remaining amount of asset has been invested in the debt and money market instruments. The sectors in which hdfc midcap opportunities growth fund has put in the funds have paid off well. At present, online investmen in this scheme has major exposure of the funds in the banking and financial sector, which is offering definite return to the investors of this scheme.

A possible revival in the economy would definitely boost up the fund’s performance in the long term. HDFC mid cap opportunities g has holdings in the stocks of sound organisations which include : 

  • HPCL
  • Voltas
  • Cholamandalam
  • Tube Investment
  • Yes Bank
  • Axis Bank
  • Bajaj Finance

The assets allocation graph of hdfc midcap g depicts a remarkable management of the funds which ensures high-yielding returns for the investors.

One can easily compute returns before investing the funds using sip calculator and evaluate whether online investment in hdfc midcap opportunities fund would accomplish your goals in the future or not.

Hence, it can be concluded here that investment shall offer the expected returns to the investors in order to provide growth in the long run. The performance and annualised returns offered by hdfc midcap scheme in the past assure its proficiency. So, you must take a review of hdfc mid cap opportunities sip investment plan to make a sound portfolio for attaining financial soundness in the future. Compare the fund with mid cap funds through  5 Best Mid Cap Funds to Invest in india

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HDFC MidCap Opportunities Fund Growth option is one of the best mid-cap schemes I have invested in. The fund has provided me with the returns of 11% in the past one year and my investment horizon in 7 years. I am investing Rs 4,000 through monthly investment in the HDFC mid cap fund g scheme. I have a goal of daughter’s higher education and hoping that the fund will help me with growth in capital.
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