HDFC Mid-Cap Opportunities Fund - Growth Option - Direct Plan
Fund House: HDFC Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.77% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 79,706.18 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 21.34% | Exit Load: In respect of each purchase/switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment. |
209.783
-2.77 (-1.3209%)
21.38%
Benchmark: 17.88%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 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
0 Years 11 Months
2 Years 7 Months
4 Years 2 Months
8 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment 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 achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.17 |
| Sharpe Ratio | 1.43 |
| Alpha | 4.58 |
| Beta | 0.87 |
| 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 Option - Direct Plan | 01-01-2013 | 9.48 | 29.99 | 31.45 | 34.14 | 19.04 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.98 | 34.02 | 30.27 | 30.52 | 17.95 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 13.7 | 32.65 | 29.58 | 33.57 | 18.44 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.25 | 30.94 | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 11.79 | 32.44 | 33.95 | 36.57 | 17.99 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 9.23 | 31.43 | 28.3 | 29.68 | 15.64 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 8.79 | 29.15 | 30.58 | 33.24 | 18.1 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 8.62 | 31.79 | 29.08 | 33.49 | 18.34 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 8.59 | 26.08 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 8.11 | 28.79 | 27.8 | 27.73 | 15.63 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.42%
Others
7.44%
Large Cap
5.68%
Mid Cap
65.46%
