HDFC Mid-Cap Opportunities Fund - IDCW Plan

4
Mid Cap NAV 48.356 0 08 December, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 25 June, 2007
Benchmark NIFTY Midcap 150 TRI
Asset Size(Cr) 48685.998100000004
ISIN No. INF179K01CS0
Turn over 14.6%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load Exit load of 1% if redeemed within 1 year.
Expense Ratio 1.52
Fund Manager Chirag Setalvad, Dhruv Muchhal
Fund House HDFC Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.98% -1.21% 0.61%
1 M -0.47% 1.89% 3.77%
3 M 6.71% 8.2% 14.59%
6 M 27.48% 11.63% 18.16%
1 Y 32.54% 13.73% 18.47%
2 Y 17.39% 12.15% 11.76%
3 Y 34.46% 22.26% 30.28%
5 Y 21.18% 13% 15.27%

Risk Mesasures (As on 08 Dec, 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 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 7.24%

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 32.54% 34.46% 21.18%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%
DSP Midcap Fund - Regular Plan - Growth 20.7% 19.64% 16.73%

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