HDFC Mid-Cap Opportunities Fund - Growth Plan

Fund House: HDFC Mutual Fund
Category: Equity: Mid Cap
Launch Date: 05-06-2007
Asset Class: Equity
Benchmark: NIFTY MIDCAP 100 TRI
Expense Ratio: 1.66% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 26,921.05 Cr As on (30-04-2021)
Turn over: 10.24% | Exit Load: 1% for redemption within 365 days

77.167

15.83%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY MIDCAP 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 2 Months
9 Years 10 Months
There is no value for 10x
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

Volatility 14.51
Sharp Ratio 0.242
Alpha 4.31
Beta 0.929
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 05-06-2007 83.36 21.56 9.95 15.3 17.5
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 106.95 39.67 18.67 17.86 -
quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 94.47 37.34 19.89 16.54 13.41
Mirae Asset Midcap Fund - Regular Plan 02-07-2019 94.33 - - - -
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 92.26 25.49 11.39 11.76 17.44
ICICI Prudential MidCap Fund - Growth 10-10-2004 90.65 19.58 9.19 14.71 15.5
Kotak Emerging Equity Scheme - Growth 30-03-2007 85.89 26.56 13.61 16.77 18.35
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 82.91 - - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 82.6 27.72 11.73 16.78 18.28
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 81.34 22.28 13.05 15.78 13.71

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

23.31%

Others

5.01%

Large Cap

4.01%

Mid Cap

67.67%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

Feedback
Notification