HDFC Mid-Cap Opportunities Fund - Growth Plan

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NAV
₹ 158.601 ₹ -0.65 (-0.41 %)
as on 19-04-2024
Asset Size (AUM)
60,417.99 Cr
Launch Date
Jun 25, 2007
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jun 25, 2007
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17.85

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.63 %
Expense Ratio
1.42%
Volatility
13.06 %
Fund House
HDFC Mutual Fund
Fund Manager
Chirag Setalvad, Dhruv Muchhal
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
Exit load of 1% if redeemed within 1 year.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 19-04-2024

Yearly Performance (%)

Investment Returns Calculator
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.
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 54.62 30.92 30.17 23.35 21.11
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 66.56 30.65 35.61 30.4 20.1
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 61.51 30.59 23.29 0.0 0.0
JM Midcap Fund (Regular) - Growth 21-11-2022 61.12 0.0 0.0 0.0 0.0
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 60.31 27.36 28.88 24.51 0.0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 59.67 32.98 37.44 26.25 22.46
HSBC Midcap Fund - Regular Growth 09-08-2004 55.9 26.06 22.84 18.94 20.31
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 54.58 27.83 29.69 24.14 20.19
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 53.53 25.11 24.87 21.85 20.69
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 53.38 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings