NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

HDFC Mid-Cap Opportunities Fund Growth for NRI [192.27]

Min Investment

100

Fund Size

76,060.89 Cr

Expense Ratio

1.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

192.27

0.19%

NAV as on 18 Dec 24, 12:00 AM

very high risk

mid cap

equity

NAV as on 18 Dec 24, 12:00 AM

very high risk

mid cap

equity

30.22%p.a.

Last 1Y

28.61%p.a.

Last 3Y

29.08%p.a.

Last 5Y

18.30%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 76,060.89 Cr fund under management as on Dec 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 30.2% annual returns during the last year. It has delivered 18.3% 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

Indian Hotels Co Ltd

4.19%

Max Financial Services Ltd

3.67%

The Federal Bank Ltd

3.51%

Coforge Ltd

3.43%

Ipca Laboratories Ltd

3.20%

Balkrishna Industries Ltd

2.87%

Apollo Tyres Ltd

2.81%

Persistent Systems Ltd

2.79%

Indian Bank

2.76%

Hindustan Petroleum Corp Ltd

2.64%

Fund Managers

  1. Chirag Setalvad (Jun 2007 - Present)
  2. Dhruv Muchhal (Jun 2023 - Present)

Key Information

View Scheme Document

HDFC Mid-Cap Opportunities Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions