3 Year return

28.64%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹63413.49 Cr.

Expense Ratio

0.77% (inclusive of GST)

Exit Load

1.00% - If units are redeemed / switched out within 1 year from the date of allotment. Nil - If units are redeemed / switched out after 1 year from the date of allotment.

Ratings

ARQ Rating
4

Ratings by other agencies

3
3
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

HDFC Mutual Fund Managers

CS

Chirag Setalvad

Fund Manager since Feb 2016

View Details

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund Asset management company

AUM ₹617,677.76 Cr.
No. of Schemes 167
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout

The HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout is managed by HDFC Asset Management Company Limited. This fund falls under the "Equity - Mid Cap" category, indicating its focus on investing in mid-sized companies. The HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout is an open-ended fund. This means that you can buy or sell units of the fund at any time, offering liquidity and flexibility.

Investment Objective of This Scheme

The investment objective of the HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout is to generate long-term capital appreciation by investing primarily in a diversified portfolio of equity and equity-related securities of mid-cap companies. The fund aims to identify companies with the potential for growth and seeks to provide attractive returns as well as regular income over the long term.

Key Features of The Fund

5-year return 26.53%
Expense Ratio 0.77%
Fund Manager Chirag Setalvad
Fund Size ₹63413.49 Cr
Risk Profile Very High

Is This Scheme Good for You?

This fund is suitable for investors with a relatively higher risk tolerance who have a long-term investment horizon. Investing in mid-cap companies can offer growth potential, but it also comes with higher volatility compared to larger, more established companies. If you're comfortable with the potential for market fluctuations and are interested in tapping into the growth potential of mid-sized companies along with regular income, this fund could be aligned with your investment goals.

AMC Contact Details

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 67671800 419 7676
Email hello@hdfcfund.com
Website https://www.hdfcfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout Jun 11 2024 is 76.703

What is the AUM of HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout is 63413.49 crore.

What is the expense ratio of HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout is 0.77%

What are the returns of HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout since inception?

The HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 22.23 since inception.

What is the minimum SIP amount to invest in HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout is 100.

How do I invest in HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HDFC Mid Cap Opportunities Fund IDCW Direct Plan Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.