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: 1.43% As on ( 31-05-2024)
Status: Open Ended for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 65,394.16 Cr As on ( 31-05-2024)
Turn over: 20.82
NAV as on 14-06-2024

179.362

2.34 ( 1.3069% )

CAGR Since Inception

18.53%

NIFTY Midcap 150 TRI

18.5%

PERFORMANCE of HDFC Mid-Cap Opportunities Fund - Growth Plan

Scheme Performance (%) Data as on - 14-06-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 55.1 29.37 27.19 20.41 18.53
NIFTY MIDCAP 150 TRI 59.33 27.46 27.93 20.66 18.5
Equity: Mid Cap 55.04 25.33 25.69 19.27 22.83

Yearly Performance (%)

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.

Riskometer

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 1.59 3.59 0.88 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of HDFC Mid-Cap Opportunities Fund - Growth Plan

Period :
Data as on - 14-06-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 55.1 47.03 29.37 27.19 20.41
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 74.71 47.39 33.21 35.1 21.08
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 72.53 46.79 24.15 0.0 0.0
JM Midcap Fund (Regular) - Growth 21-11-2022 70.0 0.0 0.0 0.0 0.0
HSBC Midcap Fund - Regular Growth 09-08-2004 64.21 41.54 24.58 23.17 19.47
ICICI Prudential MidCap Fund - Growth 10-10-2004 62.74 41.1 25.4 24.85 18.46
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 62.48 44.7 27.74 28.31 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 61.07 44.22 29.89 28.18 19.69
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 60.89 50.27 36.56 29.67 21.49
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 58.74 42.22 26.49 22.46 18.04

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

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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