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: 19.31% | Exit Load: Exit load of 1% if redeemed within 1 year.

159.248

17.88%

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 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 54.47 30.62 29.57 23.45 21.16
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 67.14 29.87 35.27 30.5 20.15
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 61.55 30.1 22.78 - -
JM Midcap Fund (Regular) - Growth 21-11-2022 61.15 - - - -
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 59.88 26.73 27.95 24.5 -
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 59.72 32.39 36.67 26.31 22.49
HSBC Midcap Fund - Regular Growth 09-08-2004 56.21 25.92 22.58 19.07 20.37
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 54.9 27.35 29.08 24.21 20.22
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 52.96 24.69 24.41 21.91 20.72
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 52.88 - - - -

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

13.91%

Others

9.92%

Large Cap

12.89%

Mid Cap

63.28%

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