HDFC Mid Cap Opportunities Direct Plan Growth

Equity
Mid Cap
Very High Risk
26.27%
3Y annualised
+2.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹107.03
Min. SIP amount₹100
Rating3
Fund size₹34,227.07Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.8%26.3%14.0%19.5%
Category average2.6%25.3%12.9%NA
Rank with in category51211NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
The Indian Hotels Company Ltd.ServicesEquity4.9%
Bharat Electronics Ltd.Capital GoodsEquity4.7%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity4.4%
Hindustan Aeronautics Ltd.Capital GoodsEquity4.2%
Max Healthcare Institute Ltd.HealthcareEquity3.9%
Sundram Fasteners Ltd.Capital GoodsEquity3.2%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity3.2%
Balkrishna Industries Ltd.AutomobileEquity2.9%
SKF India Ltd.Capital GoodsEquity2.8%
Max Financial Services Ltd.FinancialEquity2.8%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher AUM: 34227Cr. Funds with a higher AUM tend to have lower returns in the future
Lower expense ratio: 0.97%
1Y category rank: 4

Expense ratio, exit load and tax

Expense ratio: 0.97%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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