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: 1.4% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 77,967.21 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 21.34% | Exit Load: Exit load of 1% if redeemed within 1 year. |
170.932
1.58 (0.922%)
17.43%
Benchmark: 17.29%
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 | 14.63 |
| Sharpe Ratio | 1.12 |
| Alpha | 4.14 |
| 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 | 7.98 | 29.72 | 24.16 | 24.37 | 16.54 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 22.55 | 36.5 | 27.98 | 26.29 | 17.06 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.2 | 30.37 | 21.08 | 22.05 | 15.61 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 13.75 | 29.95 | 22.07 | 24.47 | 16.42 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 13.37 | 23.56 | 18.5 | 21.67 | 16.26 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 11.56 | 27.42 | 19.83 | 19.64 | 13.78 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 10.88 | 26.47 | 16.92 | 18.03 | - |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 10.82 | 21.64 | 14.73 | 18.2 | 14.54 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 9.94 | 30.69 | - | - | - |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 9.7 | 29.94 | 22.13 | 23.83 | 16.03 |
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
