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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

70.061 (-7.717%)
NAV on February 21, 2025
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 73,510 cr
Turnover Ratio 18.46%
Expense Ratio 0.79%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: -11.75%
  • 1Y: 1.20%
  • 3M: -12.87%
  • 3Y: 22.16%
  • 6M: -15.57%
  • 5Y: 22.98%
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 22.39
P/B Ratio 3.32
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 4.92
Beta 0.88
R-Squared 95.40
Info Ratio 1.13
Tracking Err 3.67
Sortino 2.289
Sharpe 1.206
Std Dev 14.611
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 26.59%
Industrial 11.29%
Technology 11.0%
Basic Materials 6.75%
Consumer Cyclical 19.05%
Utilities Services 1.5%
Healthcare Services 12.98%
Energy Services 2.93%
Communication Services 3.32%
Consumer Defensive 4.60%
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
105.088 22.43% 24,488 cr 0.65% High
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
176.610 16.67% 5,533 cr 0.59% Above Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
100.578 14.69% 8,268 cr 0.39% Average
Kotak
Kotak Emerging Equity Scheme Direct Growth
132.522 14.07% 49,092 cr 0.44% Below Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
32.852 7.59% 3,326 cr 0.47% Above Average
Quant
Quant Mid Cap Fund Growth Option Direct Plan
222.192 -3.33% 8,608 cr 0.62% High
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
185.650 8.43% 73,510 cr 0.79% Below Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average


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