HDFC Mid-Cap Opportunities Fund - Growth Plan
Fund House: HDFC Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 25-06-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.42% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 60,417.99 Cr As on (31-03-2024) |
| Turn over: 18.46% | Exit Load: Exit load of 1% if redeemed within 1 year. |
163.511
0.76 (0.4642%)
18.03%
Benchmark: 18.06%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 6 Months
8 Years 1 Months
9 Years 9 Months
15 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.06 |
| Sharpe Ratio | 1.63 |
| Alpha | 4.09 |
| Beta | 0.89 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 57.05 | 33.16 | 29.66 | 24.57 | 21.4 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 70.75 | 34.34 | 36.14 | 32.62 | 20.66 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 69.79 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 67.52 | 34.08 | 24.37 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 64.11 | 31.29 | 28.8 | 26.11 | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 61.26 | 33.62 | 36.6 | 26.91 | 22.65 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 60.91 | 28.54 | 23.68 | 20.52 | 20.73 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 60.08 | 30.74 | 30.26 | 25.71 | 20.72 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 56.24 | 27.7 | 25.24 | 23.12 | 21.03 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 56.04 | 28.55 | 26.3 | 20.36 | 19.11 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.91%
Others
9.92%
Large Cap
12.89%
Mid Cap
63.28%
