The HDFC Mid-Cap Opportunities Direct Plan-Growth is an equity mutual fund scheme offered by HDFC Mutual Fund. As of February 15, 2025, the scheme has an Asset Under Management (AUM) of ₹73,510.09 Crores, with a latest NAV of ₹184.343.
In terms of performance, the scheme has delivered a return of 11.45% over the past year, 91.39% over the last three years, and an impressive 899.37% since its inception.
HDFC Mid-Cap Opportunities Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -6.31% | -8.48% |
| 3 months | -7.09% | -9.41% |
| 6 months | -8.69% | -12.3% |
| 1 year | 7.77% | 7.99% |
| 3 years | 23.8% | 18.51% |
| 5 years | 25.34% | 22.8% |
| 7 years | 17.44% | 16.56% |
| 10 years | 17.32% | 15.81% |
HDFC Mid-Cap Opportunities Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Max Financial Services Ltd.
|
Financial | Equity | 3.86% |
|
The Indian Hotels Company Ltd.
|
Services | Equity | 3.70% |
|
Coforge Ltd.
|
Technology | Equity | 3.38% |
|
Balkrishna Industries Ltd.
|
Automobile | Equity | 3.31% |
|
The Federal Bank Ltd.
|
Financial | Equity | 3.26% |
Sector Allocation in HDFC Mid-Cap Opportunities
| Sector | Allocation (%) | Amount (₹ Cr) |
|---|---|---|
| Financial | 19.99% | ₹14,694.67 |
| Healthcare | 12.64% | ₹9,291.68 |
| Cash Holding | 9.48% | ₹6,968.76 |
| Technology | 8.57% | ₹6,299.81 |
| Services | 8.56% | ₹6,292.46 |
| Others | 40.76% | ₹29,962.71 |
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.
