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. |
192.173
-0.26 (-0.1363%)
18.36%
Benchmark: 18.16%
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 | 29.59 | 36.06 | 27.72 | 28.88 | 18.04 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 58.95 | 49.22 | 34.55 | 33.52 | 20.41 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 44.9 | 39.06 | 24.69 | 28.22 | 18.0 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 41.18 | 40.17 | 25.51 | 25.17 | 17.38 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 41.01 | 39.08 | 25.54 | 30.2 | 18.9 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 37.54 | 41.05 | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 36.11 | 38.49 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 35.45 | 32.89 | 22.76 | 27.04 | 18.43 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 34.66 | 35.38 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 33.22 | 34.52 | 22.52 | 23.54 | 15.83 |
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
