HDFC Mid-Cap Opportunities Fund - Growth Option

Category: Equity: Mid Cap
Launch Date: 05-06-2007
Asset Class: Equity
Benchmark: NIFTY MIDCAP 100 TRI
Expense Ratio: 1.86% As on (30-09-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 22,084.48 Cr As on (30-09-2020)
Turn over: 3.70
NAV as on 19-10-2020

53.725

-0.16 (-0.3053%)

CAGR Since Inception

13.44%

NIFTY MIDCAP 100 TRI 18.98%

PERFORMANCE of HDFC Mid-Cap Opportunities Fund - Growth Option

Scheme Performance (%) Data as on - 19-10-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Option 4.02 -0.69 7.01 12.48 13.44
NIFTY MIDCAP 100 TRI 5.28 -2.5 5.83 7.44 18.98
Equity: Mid Cap 8.3 1.02 6.85 10.37 13.38

Yearly Performance (%)

Nav Movement

Fund Managers

Chirag Dagli

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 Option

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

riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Mid-Cap Opportunities Fund - Growth Option 14.51 0.242 4.31 0.929 - -
Equity: Mid Cap - - - - - -

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

Period
Data as on - 19-10-2020
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 Option 05-06-2007 4.02 3.66 -0.69 7.01 12.48
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 31.54 16.25 5.82 7.64 0.0
Quant Mid Cap Fund-Growth 26-02-2001 17.79 8.42 5.37 7.05 8.12
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 17.65 6.31 0.89 0.0 0.0
UTI Mid Cap Fund-Growth Option 05-08-2005 14.33 8.38 1.1 5.97 12.04
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 13.39 8.62 3.24 8.87 10.21
DSP Midcap Fund - Regular Plan - Growth 05-11-2006 12.19 12.39 3.8 10.48 12.04
Baroda Mid-cap Fund- Plan A - Growth Option 04-10-2010 11.87 8.1 1.23 4.69 -0.19
Invesco India Midcap Fund - Growth Option 19-04-2007 11.6 9.06 4.99 8.97 12.87
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 9.4 7.2 -1.42 4.58 11.21

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

Asset Allocation (%)