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 (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 75,037.43 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 21.34% | Exit Load: Exit load of 1% if redeemed within 1 year. |
181.842
1.25 (0.6891%)
18.14%
Benchmark: 17.91%
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 | 13.94 |
| Sharpe Ratio | 1.34 |
| Alpha | 5.19 |
| Beta | 0.86 |
| 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 | 34.46 | 34.07 | 23.98 | 28.33 | 18.19 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 57.39 | 41.5 | 30.31 | 30.93 | 20.07 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 44.38 | 33.36 | 21.79 | 29.0 | 18.91 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 44.37 | 33.17 | 20.38 | 26.75 | 17.76 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 40.78 | 34.18 | 20.0 | 23.56 | 16.95 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 40.23 | 31.9 | 17.7 | - | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 39.79 | - | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 39.43 | 30.68 | 17.87 | 22.63 | 16.08 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 38.71 | 27.05 | 16.98 | 23.89 | 15.29 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 38.34 | 32.06 | 20.86 | 23.91 | 15.98 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.64%
Others
7.9%
Large Cap
7.86%
Mid Cap
66.6%
