NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹183.03
0.94%
NAV as on 23 Nov 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
mid cap
equity
33.73%p.a.
Last 1Y
26.60%p.a.
Last 3Y
28.22%p.a.
Last 5Y
18.37%p.a.
Since Inception
About HDFC Mid-Cap Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Mid-Cap Opportunities Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Jun 2007, HDFC Mid-Cap Opportunities Fund Growth is Mid-Cap fund of its category with 75,037.43 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- HDFC Mid-Cap Opportunities Fund Growth delivered 33.7% annual returns during the last year. It has delivered 18.4% average annual returns since the fund was launched.
- HDFC Mid-Cap Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
Max Financial Services Ltd
4.14%
Indian Hotels Co Ltd
3.84%
The Federal Bank Ltd
3.42%
Ipca Laboratories Ltd
3.35%
Coforge Ltd
3.15%
Balkrishna Industries Ltd
2.97%
Indian Bank
2.87%
Apollo Tyres Ltd
2.82%
Hindustan Petroleum Corp Ltd
2.65%
Persistent Systems Ltd
2.57%
Fund Managers
- Chirag Setalvad (Jun 2007 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Mid-Cap Opportunities Fund Growth SIP Calculator
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NRI Mutual Fund Tax on HDFC Mid-Cap Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in HDFC Mid-Cap Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in HDFC Mid-Cap Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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