HDFC Mid-Cap Opportunities Direct Plan-Growth is an equity mutual fund scheme from HDFC Mutual Fund. This fund has been operating for 11 years, having been founded on January 1, 2013. With an AUM of ₹75,296.23 Crores, as of September 28, 2024, the latest NAV declared is ₹213.612.
The return performance of the HDFC Mid-Cap Opportunities Direct Plan-Growth plan is 49.38% for the last year, 118.99% for the previous three years and 1036.29% since the scheme launch.
HDFC Mid-Cap Opportunities Fund Returns
| Period | This fund | Category average |
|---|---|---|
| 1 month | 3.42% | 3.42% |
| 3 months | 8.78% | 9.05% |
| 6 months | 24.73% | 29.77% |
| 1 year | 49.38% | 52.94% |
| 3 years | 30.09% | 26.26% |
| 5 years | 31.33% | 30.29% |
| 10 years | 20.9% | 20.03% |
HDFC Mid-Cap Opportunities Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
The Indian Hotels Company Ltd.
|
Services | Equity | 3.75% |
|
Max Financial Services Ltd.
|
Financial | Equity | 3.45% |
|
The Federal Bank Ltd.
|
Financial | Equity | 3.23% |
|
Ipca Laboratories Ltd.
|
Healthcare | Equity | 3.07% |
|
Hindustan Petroleum Corporation Ltd.
|
Energy | Equity | 2.85% |
Sector Allocation in HDFC Mid-Cap Opportunities Fund
The fund’s portfolio is well-diversified across sectors, with a strong focus on the financial and healthcare sectors. The following is a detailed breakdown of sector holdings:
| Sector | Percentage Holding (%) | Value (₹ Cr) |
|---|---|---|
| Financial | 21.02 | ₹15,827.27 |
| Healthcare | 13.12 | ₹9,878.87 |
| Capital Goods | 8.88 | ₹6,686.31 |
| Technology | 8.09 | ₹6,091.47 |
| Services | 7.42 | ₹5,586.98 |
| Others | 41.47 | ₹31,225.35 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
