HDFC Mid-Cap Opportunities Fund - IDCW Plan

4
Mid Cap NAV 30.94 -1.78 25 May, 2022
HDFC Mid-Cap Opportunities Fund - IDCW Plan was previously known as

HDFC MID-CAP OPPORTUNITIES FUND - DIVIDEND REINVESTMENT OPTION

Fund Details

Category Mid Cap
Fund Type
Investment Plan Dividend
Launch Date 25 June, 2007
Benchmark NIFTY Midcap 100 TRI
Asset Size(Cr) 31309.44 (As on 31-03-2022)
Turn over 16.06%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 1.95% (As on 31-03-2022)
Fund Manager Chirag Setalvad,Sankalp Baid

Investment Returns (As on 25 May, 2022)

Duration Returns Benchmark Category
1 W 6.47% -1.03% -0.7%
1 M 6.47% 2.47% 2.01%
3 M 6.47% 1.35% 0.58%
6 M 6.47% -2.89% -3.1%
1 Y 6.47% 24.48% 23.65%
2 Y 46.11% 51.96% 46.5%
3 Y 1.9% 22.09% 20.82%
5 Y 0.02% 14.6% 13.21%

Risk Mesasures (As on 25 May, 2022)

Std Dev Sharpe Beta Alpha
Fund 14.51 1.35 4.31 1.01
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.55%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HDFC Mid-Cap Opportunities Fund - IDCW Plan 6.47% 1.9% 0.02%
Kotak Emerging Equity Scheme - Growth 8.31% 19.44% 13.21%
Axis Midcap Fund - Regular Plan - Growth 4.45% 18.19% 16.56%
HDFC Mid-Cap Opportunities Fund - Growth Plan 5.02% 15.14% 10.55%
DSP Midcap Fund - Regular Plan - Growth -3.95% 13.12% 9.29%
L&T Mid Cap Fund-Regular Plan-Growth 0.32% 11.63% 8.24%

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