HDFC Mid-Cap Opportunities Fund - Growth Plan

Category: Equity: Mid Cap
Launch Date: 05-06-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.61% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 0.0
Total Assets: 34,227.07 Cr As on (31-08-2022)
Turn over: 19.72
NAV as on 03-10-2022

96.906

-1.01 (-1.0443%)

CAGR Since Inception

16.02%

NIFTY Midcap 150 TRI 16.53%

PERFORMANCE of HDFC Mid-Cap Opportunities Fund - Growth Plan

Scheme Performance (%) Data as on - 03-10-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 6.23 24.26 12.69 18.38 16.02
NIFTY MIDCAP 150 TRI 3.65 26.56 14.38 18.37 16.53
Equity: Mid Cap 1.96 24.02 12.9 17.63 14.84

Yearly Performance (%)

Nav Movement

Fund Managers

Chirag Setalvad, Priya Ranjan

Investment Objective

The aim of the fund is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of mid- and small-cap companies.

RETURNS CALCULATOR for HDFC Mid-Cap Opportunities Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HDFC Mid-Cap Opportunities Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Mid-Cap Opportunities Fund - Growth Plan 14.51 0.93 -2.23 0.96 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of HDFC Mid-Cap Opportunities Fund - Growth Plan

Period
Data as on - 03-10-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 6.23 32.76 24.26 12.69 18.38
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 20.75 41.9 26.47 15.01 0.0
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 12.99 41.96 35.43 19.49 15.59
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 11.49 40.2 29.8 14.05 19.68
Kotak Emerging Equity Scheme - Growth 30-03-2007 6.34 34.9 26.07 15.12 19.59
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 4.51 39.73 37.43 18.76 0.0
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 4.37 34.37 0.0 0.0 0.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 4.05 29.55 18.94 8.6 15.96
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 3.92 34.54 26.46 14.9 19.8
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 3.22 34.59 25.71 14.84 16.25

PORTFOLIO ANALYSIS of HDFC Mid-Cap Opportunities Fund - Growth Plan

Asset Allocation (%)