HDFC Mid-Cap Opportunities Fund Growth

HDFC Mid-Cap Opportunities Fund Growth is an equity fund. This fund was started on 25 June, 2007. The fund is managed by Chirag Setalvad. The fund could potentially beat inflation in the long-run.

1. HDFC Mid-Cap Opportunities Fund Growth has ₹79718 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 1.4.
   

HDFC Mid-Cap Opportunities Fund Growth has given a CAGR return of 17.79% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.57%, 33.28% and 32.37% respectively.

HDFC Mid-Cap Opportunities Fund Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Industrial, Health, Basic Materials, Consumer Defensive, Communication, Energy, Utilities. Its top holdings are Max Financial Services Ltd, The Federal Bank Ltd, Coforge Ltd, Balkrishna Industries Ltd, Ipca Laboratories Ltd

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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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 for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Mid-Cap Opportunities Fund Growth has no lock in period.