HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt
Get the latest NAV of HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹78.19
▲0.1%1D
NAV as on 28 May 2025
21.16%/per year
Since Inception
▲▼
238 people have invested ₹ 10.1L in HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt in the last three months
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (28-May-25)
The fund has consistently outperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 92.6%
Debt & Cash 7.4%
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 92.6%
Debt & Cash 7.4%
Top 3 Sectors in April were Financial Services, Consumer Cyclical & Health
Financial Services
27%
Consumer Cyclical
20%
Health
12%
Financial Services
26%
Consumer Cyclical
20%
Health
14%
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt Holdings Details
as on (30-Apr-25)
Equity
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.79% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹74910 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 18.46% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Chirag Setalvad. The fund could potentially beat inflation in the long-run.
Key Parameters
- HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt has ₹74910 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt has given a CAGR return of 21.16% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.68%, 31.17% and 35.92% respectively.
Holdings
HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Tech, Industrial, Basic Materials, Consumer Defensive, Communication, Energy, Utilities. Its top holdings are Max Financial Services Ltd, The Federal Bank Ltd, Balkrishna Industries Ltd, Indian Hotels Co Ltd, Ipca Laboratories Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt has no lock in period.
Fund Manager
Chirag Setalvad
Fund Manager of HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt, since 25 June 2007
- AUM of the fund stands at 72.6K Cr as of Apr'25
- AUM has remained same between Apr'25 and Mar'25
More funds from HDFC
5Y CAGR
▲ 39.65
5Y CAGR
▲ 38.80
3Y CAGR
▲ 27.30
5Y CAGR
▲ 33.59
Frequently Asked Questions for HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt
How do I invest in HDFC Mid-Cap Opportunities Fund -Direct Plan Payout of Income Distribution cum Cptl Wdrl Opt?
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