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 150 TRI
Expense Ratio: 1.63% As on (31-12-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 0.0
Total Assets: 35,730.69 Cr As on (31-12-2022)
Turn over: 15.88% | Exit Load: 1% for redemption within 365 days

101.69

15.99%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
15 Years 3 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 24.5
Sharpe Ratio 0.87
Alpha 0.03
Beta 0.97
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 10.95 20.67 21.45 12.56 18.8
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 9.58 27.33 20.46 15.3 -
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 6.75 28.22 30.58 18.32 15.5
Kotak Emerging Equity Scheme - Growth 30-03-2007 4.84 18.09 19.63 13.86 18.95
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 4.5 19.04 19.93 13.67 16.13
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 4.41 14.71 13.62 7.76 16.29
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 2.87 14.75 16.82 11.27 16.04
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 2.63 17.15 20.4 12.14 19.22
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 2.53 19.93 22.52 12.34 18.53
ITI Mid Cap Cap Fund - Regular Plan - Growth Option 05-03-2021 2.07 - - - -

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

18.87%

Others

4.58%

Large Cap

10.6%

Mid Cap

65.95%

Scheme Documents

There are no scheme documents available

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

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