HDFC Mid-Cap Opportunities Fund - IDCW 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: 18.46% | Exit Load: Exit load of 1% if redeemed within 1 year. |
49.008
0.31 (0.6407%)
17.68%
Benchmark: 17.97%
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 11 Months
14 Years 3 Months
16 Years 6 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
| Standard Deviation | |
| Sharpe Ratio | 1.35 |
| Alpha | 4.31 |
| Beta | 1.01 |
| 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 - IDCW Plan | 25-06-2007 | 54.93 | 30.45 | 29.13 | 22.43 | 19.93 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 70.73 | 32.17 | 35.78 | 31.7 | 20.34 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 66.2 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 66.05 | 32.0 | 24.27 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 64.14 | 28.47 | 29.44 | 25.26 | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 62.75 | 33.35 | 37.7 | 26.61 | 22.47 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 58.61 | 26.65 | 23.2 | 19.63 | 20.34 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 58.38 | 29.17 | 30.48 | 24.99 | 20.33 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 56.56 | 25.96 | 25.43 | 22.58 | 20.72 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 56.28 | 31.61 | 30.22 | 23.85 | 21.11 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.91%
Others
9.92%
Large Cap
12.89%
Mid Cap
63.28%
