Equity • Mid Cap Fund ★ Gamp Recommended - Wealth Creator

HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth

Fund House: HDFC Mutual Fund • Benchmark: NIFTY Midcap 150 TRI

Current NAV (17 Aug 2026)
₹236.91 +0.41% 1D
Gamp Research Rating
★★★★☆ (4/5)
Top quartile consistency
Riskometer
Very High
Ideal for 3+ years investment horizon
Min. Investment
SIP: ₹500
Lumpsum: ₹1,000
AUM & Expense Ratio
₹74,100 Cr
TER: 0.74% (Direct)

Historical Returns & CAGR Analysis

Official AMFI daily NAV historical returns series

Daily Verified Feed
Historical returns comparison table for HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth
Period This Fund Category Avg Benchmark
6 Month +8.90% +6.70% +6.10%
1 Year +12.48% +10.25% +8.90%
3 Year (CAGR) +20.32% +17.68% +16.10%
5 Year (CAGR) +20.91% +17.20% +15.90%
Since Inception (CAGR) +19.80% +15.30% +14.40%

* Returns above 1 year are annualized (CAGR). Mutual fund investments are subject to market risks; read all scheme related documents carefully.

Portfolio & Asset Allocation

Monthly portfolio disclosures and equity sector diversification

Equity (93.1%) Debt (0%) Cash & Equiv (6.9%)

Top 5 Portfolio Holdings

Indian Hotels Co. Ltd.
Services / Hospitality
4.85%
Tata Communications Ltd.
Telecommunication
4.30%
Bharat Electronics Ltd.
Capital Goods / Defense
3.90%
Astral Ltd.
Building Products
3.65%
Max Healthcare Institute
Healthcare
3.40%

SIP Wealth Growth Example

See how a disciplined monthly Systematic Investment Plan compounds in this fund

Monthly SIP ₹10,000 / mo ₹3.60 Lakh invested (3 Yrs)
3-Year Value (At 3Y CAGR) ₹4.65 Lakh +₹1.05 Lakh (+29.2% profit)
5-Year Value (At 5Y CAGR) ₹8.95 Lakh +₹2.95 Lakh (+49.1% profit)

Scheme Facts & Fund Management

Exit Load 1% if redeemed within 1 year; Nil thereafter
Lock-In Period No Lock-in
Inception Date & Track Record 01 Jan 2013 (13+ Years)
Fund Managers Chirag Setalvad, Amar Kalkundrikar

Frequently Asked Questions

What is the current NAV and 3-Year CAGR return of HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth? +

As of 17 Aug 2026, the Net Asset Value (NAV) of HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth is ₹236.91 with a 1-day change of +0.41%. Its 3-Year annualized CAGR return is +20.32%, outperforming the category benchmark of +16.10%.

What is the expense ratio and exit load for HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth? +

HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth has a Total Expense Ratio (TER) of 0.74%. The exit load policy is: 1% if redeemed within 1 year; Nil thereafter.

How can I start an automated SIP in HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth with Gamp Finserv? +

You can start an online SIP in HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth starting from ₹500/month through Gamp Finserv. Our AMFI-registered investment team assists with paperless KYC, fund allocation, and quarterly performance reviews.

What is the statutory lock-in period for HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth? +

The lock-in period for this fund is: No Lock-in.