Mid Cap FundRisk: Very HighARN Registered Scheme

HDFC Mid-Cap Opportunities Fund

HDFC Mutual Fund•Manager: Chirag Setalvad

Latest NAV (14-Feb-2026)

₹192.40

Start SIP in Fund

1Y Return

+34.2%

3Y CAGR

+26.1%

5Y CAGR

+28.4%

Fund AUM

₹68,300 Cr

Expense Ratio

0.78%

Min. SIP

₹500

Growth History

Historical NAV Progression

Tracking value appreciation over time

Interactive SimulatorRate: 26.1% CAGR

SIP Return Calculator

Estimate expected wealth based on scheme historical performance

Monthly SIP Amount₹5,000
Investment Duration5 Years
Total Amount Invested:₹3,00,000
Estimated Returns / Gain:+₹3,19,265
Expected Corpus Value:₹6,19,265

Top 5 Portfolio Holdings

Equity Basket
CompanySectorWeightage
Tata CommunicationsTelecom4.8%
Federal Bank LtdFinancials4.4%
Balkrishna IndustriesAuto Ancillary3.9%
Astral LtdBuilding Products3.5%
Max HealthcareHealthcare3.1%

Scheme Terms & Details

Exit Load:1.0% if redeemed within 1 year
Min. Initial Lumpsum:₹5,000
Equity Asset Allocation:91.5%
Debt & Cash Equivalent:8.5%
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