HDFC Mid-Cap Opportunities Fund - IDCW Plan
Fund House: HDFC Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 25-06-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.41% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 70,562.7 Cr As on (30-06-2024) |
| Turn over: 21.34% | Exit Load: Exit load of 1% if redeemed within 1 year. |
56.708
0.05 (0.0935%)
18.43%
Benchmark: 18.63%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 11 Months
14 Years 3 Months
16 Years 6 Months
There is no value for 10x
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 | 12.9 |
| Sharpe Ratio | 1.59 |
| Alpha | 3.59 |
| 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 - IDCW Plan | 25-06-2007 | 51.23 | 43.75 | 28.63 | 27.19 | 19.36 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 72.63 | 47.22 | 25.14 | - | - |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 70.85 | 46.85 | 32.41 | 36.31 | 21.15 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 68.66 | - | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 65.07 | 48.74 | 38.67 | 32.54 | 21.42 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 64.22 | 45.31 | 27.49 | 29.97 | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 63.25 | 40.07 | 24.37 | 24.4 | 19.27 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 60.92 | 41.47 | 26.39 | 29.79 | 20.91 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 60.11 | 37.65 | 24.08 | 25.57 | 18.06 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 58.63 | 43.54 | 28.84 | 29.31 | 19.96 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.65%
Others
6.22%
Large Cap
8.77%
Mid Cap
65.36%
