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 (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 67,578.59 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 21.34% | Exit Load: Exit load of 1% if redeemed within 1 year. |
162.636
-1.57 (-0.9653%)
17.04%
Benchmark: 16.96%
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
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 | 15.34 |
| Sharpe Ratio | 1.02 |
| Alpha | 4.1 |
| Beta | 0.88 |
| 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 | 8.15 | 27.47 | 22.84 | 27.74 | 15.8 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 18.05 | 33.35 | 27.42 | 28.97 | 16.12 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.23 | 29.17 | 20.25 | 24.34 | 14.99 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 14.53 | 28.45 | 20.69 | 28.01 | 15.69 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 13.29 | 26.74 | 16.65 | 21.85 | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.08 | 26.6 | 19.56 | 22.72 | 13.4 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 12.32 | 28.96 | - | - | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 12.19 | 28.2 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 12.14 | 21.76 | 17.33 | 24.91 | 15.63 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.07 | 28.45 | 21.39 | 26.7 | 15.66 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.95%
Others
8.14%
Large Cap
5.87%
Mid Cap
65.09%
Scheme Documents
