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. |
174.039
1.23 (0.7067%)
17.44%
Benchmark: 17.27%
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 | 11.9 | 33.75 | 24.6 | 34.86 | 17.02 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 19.21 | 35.43 | 22.04 | 31.35 | 16.17 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 18.6 | 34.83 | 22.74 | 35.2 | 16.9 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 18.06 | 38.94 | 28.53 | 36.86 | 17.04 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 17.02 | 32.25 | 21.48 | 29.54 | 14.46 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 15.84 | 27.5 | 19.16 | 32.01 | 16.76 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 14.67 | 34.78 | - | - | - |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 14.54 | 31.68 | 18.15 | 28.3 | - |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 14.37 | 35.11 | 23.01 | 34.44 | 16.86 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 13.41 | 33.24 | 21.84 | 30.44 | 14.57 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.24%
Others
7.53%
Large Cap
5.36%
Mid Cap
65.87%
