HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Chirag Setalvad, Priya Ranjan. The fund could potentially beat inflation in the long-run.
1) HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt has a NAV of ₹51.041 as on 03-02-2023.
2) HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt has ₹35731 Cr worth of assets under management (AUM) as on 31-12-2022 and is more than category average.
3) The fund has an expense ratio 0.94 %.
Expense ratio | 0.94% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹35731 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹0 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 16.06% |
HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt | Absolute Returns | CAGR Returns |
1 Month Returns | -0.63% | -0.63% |
6 Month Returns | 9.81% | 9.81% |
1 Year Returns | 11.05% | 11.05% |
3 Years Returns | 83.36% | 22.4% |
5 Years Returns | 77.13% | 12.11% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt | 7.6 | 1.68 | 1 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt | 0.89 | 0.93 | 0.94 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt | 0.52 | 0.86 | 0.39 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC Mid-Cap Opportunities Fund -Direct Plan Reinvestment of Income Distribution cum Cptl Wdrl Opt | 16.67 | 24.59 | 22.07 |
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.