MUTUAL FUND RESEARCH

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: 1.4% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,796.72 Cr As on (31-12-2024)
Turn over: 21.34
NAV as on 06-02-2025

178.661

-1.25 (-0.6985%)

CAGR Since Inception

17.76%

NIFTY Midcap 150 TRI 17.6%

PERFORMANCE of HDFC Mid-Cap Opportunities Fund - Growth Plan

Scheme Performance (%) Data as on - 06-02-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Mid-Cap Opportunities Fund - Growth Plan 13.47 24.34 26.01 17.35 17.76
NIFTY MIDCAP 150 TRI 10.07 20.77 25.04 17.7 17.6
Equity: Mid Cap 13.88 18.41 22.59 15.62 18.98

Yearly Performance (%)

Nav Movement

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 1.38 6.03 0.85 - -
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 Fund - Growth Plan 25-06-2007 13.47 32.33 24.34 26.01 17.35
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 30.09 38.46 27.58 27.44 18.11
Invesco India Midcap Fund - Growth Option 19-04-2007 22.74 33.28 20.94 23.65 16.7
Kotak Emerging Equity Scheme - Growth 30-03-2007 20.22 27.8 19.35 22.93 17.28
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 20.1 33.63 22.12 25.83 17.56
Franklin India Prima Fund-Growth 01-12-1993 19.18 31.33 19.94 20.81 14.77
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 18.94 29.98 17.08 19.73 0.0
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 18.73 25.28 14.81 19.68 15.37
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 17.68 32.23 21.71 20.93 14.74
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 18-08-2022 17.26 28.16 0.0 0.0 0.0

Asset Allocation (%)

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

Portfolio as on