HDFC Mid-Cap Opportunities Fund - IDCW Plan

4
Mid Cap NAV 36.6400 0 26 May, 2023

Fund Details

Category Mid Cap
Fund Type
Investment Plan Dividend
Launch Date 25 June, 2007
Benchmark NIFTY Midcap 100 TRI
Asset Size(Cr) 35172.92 (As on 31-03-2023)
Turn over 14.6%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 0
Exit Load 1% for redemption within 365 days
Expense Ratio 1.76% (As on 31-01-2023)
Fund Manager Chirag Setalvad, Priya Ranjan

Investment Returns (As on 26 May, 2023)

Duration Returns Benchmark Category
1 W 3.03% 1.58% 2.37%
1 M 5.28% 4.02% 4.58%
3 M 3.18% 1.44% 3.22%
6 M 2.22% 0.35% -1.25%
1 Y 14.05% 7.25% 5.82%
2 Y 17.39% 12.49% 13.66%
3 Y 32.74% 23.79% 29.67%
5 Y 10.69% 12.46% 11.57%

Risk Mesasures (As on 26 May, 2023)

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 14.05% 32.74% 10.69%
HDFC Mid-Cap Opportunities Fund - Growth Plan 15.09% 33.87% 12.21%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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