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Latest NAV & returns of HDFC AMC LTD.

HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt

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previously known as HDFC Mid-Cap Opportunities Dir DR until

80.729 (0.640%)
NAV on November 19, 2024
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 75,037 cr
Turnover Ratio 18.46%
Expense Ratio 0.74%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: -4.47%
  • 1Y: 33.49%
  • 3M: -1.39%
  • 3Y: 26.11%
  • 6M: 9.23%
  • 5Y: 28.61%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Chirag Setalvad (Since over 17 years) Dhruv Muchhal (Since over 1 year)
ISIN INF179K01XO5
Fund Family HDFC
P/E Ratio 24.10
P/B Ratio 3.54
Launch Date January 01, 2013
Benchmark Nifty Midcap 150 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty Midcap 150 TR INR

Alpha 5.63
Beta 0.86
R-Squared 94.51
Info Ratio 1.13
Tracking Err 3.91
Sortino 2.972
Sharpe 1.424
Std Dev 13.919
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 26.21%
Industrial 12.21%
Technology 11.71%
Basic Materials 8.07%
Consumer Cyclical 17.72%
Utilities Services 0.77%
Healthcare Services 13.86%
Energy Services 2.87%
Communication Services 3.36%
Consumer Defensive 3.22%
Real Estate 0.00%
INVESTMENT OBJECTIVE

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

View Factsheet
Top Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Motilal
Motilal Oswal Midcap Direct Growth
118.618 59.09% 20,056 cr 0.57% Above Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
191.890 45.39% 5,625 cr 0.58% Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
110.564 44.37% 7,677 cr 0.40% Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
36.253 39.15% 3,341 cr 0.48% Above Average
Kotak
Kotak Emerging Equity Scheme Direct Growth
148.218 37.71% 50,627 cr 0.38% Below Average
Quant
Quant Mid Cap Fund Growth Option Direct Plan
240.009 27.73% 8,941 cr 0.58% High
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
199.669 33.50% 75,037 cr 0.74% Below Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Motilal
Motilal Oswal Midcap Direct Growth
118.618 59.09% 20,056 cr 0.57% Above Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
191.890 45.39% 5,625 cr 0.58% Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
110.564 44.37% 7,677 cr 0.4% Average
L t mutual fund
HSBC Midcap Fund Direct Plan Growth
425.750 41.99% 11,768 cr 0.68% Low
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
36.253 39.15% 3,341 cr 0.48% Above Average
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
199.669 33.50% 75,037 cr 0.74% Below Average
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average


Other plans of HDFC Mid-Cap Opportunities


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