HDFC MID-CAP OPPORTUNITIES FUND - Growth Option

(Erstwhile HDFC Midcap Opportunities Fund - Growth Option)

Category: Equity: Mid Cap
Launch Date: 03-06-2007
Asset Class: Equity
Benchmark: Nifty Midcap 100 TRI
Expense Ratio: 2.28% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 19,702.49 Cr As on ( 31-10-2018)
Turn over: 41.22
NAV as on 07-12-2018

51.276

0.07 ( 0.1404% )

CAGR Since Inception

15.33%

Nifty Midcap 100 TRI 21.35%

PERFORMANCE of HDFC MID-CAP OPPORTUNITIES FUND - Growth Option

Scheme Performance (%) Data as on - 07-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option -10.42 10.97 21.23 24.45 15.33
NIFTY MIDCAP 100 TRI -11.95 10.2 18.38 19.18 21.35
Equity: Mid Cap -11.73 8.48 19.33 21.91 13.52

Yearly Performance (%)

Fund Managers

Mr. Chirag Setalvad, Mr. Rakesh Vyas

Mr. Setalvad is a B. Sc and MBA from University of North Carolina. Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

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 Option

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.

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Key Performance and Risk Statistics of HDFC MID-CAP OPPORTUNITIES FUND - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option 14.51 0.242 4.31 0.929 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of HDFC MID-CAP OPPORTUNITIES FUND - Growth Option

Period
Data as on - 07-12-2018
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 Option 03-06-2007 -10.42 9.02 10.97 21.23 24.45
Axis Midcap Fund - Dividend 18-02-2011 2.17 16.93 10.35 19.53 0.0
Axis Midcap Fund - Growth 18-02-2011 2.17 17.41 10.95 20.17 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Dividend 22-01-2018 0.0 0.0 0.0 0.0 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth 05-01-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 -6.22 12.65 10.4 20.89 24.5
Taurus Discovery (Midcap) Fund - Regular Plan - Divided Option 01-01-2009 -6.87 12.03 10.44 18.9 0.0
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 -6.89 12.66 10.87 19.18 19.34
Invesco India Midcap Fund - Dividend Option 19-04-2007 -7.53 11.29 9.02 19.71 23.54
Franklin India Prima Fund-Growth 01-12-1993 -8.14 10.16 10.43 20.86 23.4

PORTFOLIO ANALYSIS of HDFC MID-CAP OPPORTUNITIES FUND - Growth Option

Asset Allocation (%)

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