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: 1.41% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 70,562.7 Cr As on (30-06-2024) |
| Turn over: 21.34% | Exit Load: Exit load of 1% if redeemed within 1 year. |
188.025
2.93 (1.5599%)
18.72%
Benchmark: 18.5%
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 | 13.24 |
| Sharpe Ratio | 1.55 |
| Alpha | 4.26 |
| Beta | 0.85 |
| 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 | 52.24 | 43.76 | 30.22 | 30.11 | 20.57 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 69.41 | 44.12 | 24.86 | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 68.6 | 46.47 | 38.5 | 33.79 | 21.48 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 64.29 | - | - | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 62.41 | 43.66 | 27.59 | 30.73 | - |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 62.01 | 43.44 | 31.67 | 37.02 | 20.96 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 59.92 | 38.59 | 23.96 | 25.17 | 19.15 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 59.14 | 39.03 | 26.07 | 30.98 | 20.89 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 58.24 | 42.49 | 29.14 | 30.49 | 19.89 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 57.83 | 36.14 | 24.1 | 26.33 | 17.93 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.65%
Others
6.22%
Large Cap
8.77%
Mid Cap
65.36%
