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Scheme Overview

HDFC Mid-Cap Opportunities Fund - Growth Plan

Category: Equity: Mid Cap
Launch Date: 25-06-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.39% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,768.29 Cr As on (30-09-2024)
Turn over: 21.34
NAV as on 04-11-2024

185.015

-1.57 (-0.848%)

CAGR Since Inception

18.29%

NIFTY Midcap 150 TRI 18.13%

PERFORMANCE of HDFC Mid-Cap Opportunities Fund - Growth Plan

Scheme Performance (%) Data as on - 04-11-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 41.31 25.95 28.46 18.73 18.29
NIFTY MIDCAP 150 TRI 40.7 21.76 28.29 19.23 18.13
Equity: Mid Cap 42.69 20.19 25.96 17.41 21.33

Fund Managers

Chirag Setalvad, Dhruv Muchhal

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.

RETURNS CALCULATOR for HDFC Mid-Cap Opportunities Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Mid-Cap Opportunities Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Mid-Cap Opportunities Fund - Growth Plan 12.9 1.48 4.62 0.87 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Mid-Cap Opportunities Gr 25-06-2007 41.31 34.47 25.95 28.46 18.73
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 62.68 39.05 31.9 31.65 20.69
Edelweiss MidCap Reg Gr 26-12-2007 53.36 34.16 23.42 29.45 19.65
ITI Mid Cap Fund Reg Gr 05-03-2021 51.48 33.91 20.14 0.0 0.0
JM Midcap Fund Reg Gr 21-11-2022 50.68 0.0 0.0 0.0 0.0
Invesco India MidCap Gr 19-04-2007 50.6 34.07 21.85 26.95 18.28
HSBC Midcap Fund Reg Growth 09-08-2004 49.66 35.95 22.09 23.93 17.6
Sundaram MidCap Gr 01-07-2002 48.43 33.64 23.23 24.45 16.6
ICICI Pru MidCap Gr 10-10-2004 47.46 28.38 19.28 24.29 16.0
Franklin India Prima Fund Gr 01-12-1993 47.4 31.75 19.62 22.98 16.66

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Mid-Cap Opportunities Fund - Growth Plan

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)