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: 1.39% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 76,045.6 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 21.34% | Exit Load: Exit load of 1% if redeemed within 1 year. |
190.503
0.02 (0.0084%)
18.3%
Benchmark: 18.09%
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 | 13.73 |
| Sharpe Ratio | 1.42 |
| Alpha | 5.81 |
| 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 | 28.25 | 36.15 | 27.72 | 28.85 | 18.05 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 57.89 | 49.13 | 35.11 | 33.31 | 20.45 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 43.76 | 38.57 | 24.57 | 28.07 | 18.05 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 40.75 | 40.21 | 25.78 | 25.28 | 17.44 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 38.94 | 38.64 | 25.37 | 30.22 | 18.9 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 35.51 | 40.15 | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 34.49 | 37.78 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 34.17 | 32.68 | 22.81 | 27.12 | 18.51 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 33.08 | 34.83 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 31.91 | 34.31 | 22.65 | 23.55 | 15.88 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.29%
Others
8.23%
Large Cap
8.0%
Mid Cap
66.48%
Scheme Documents
There are no scheme documents available
