HDFC Mid-Cap Opportunities Fund(G)

86.09 -0.69 (-0.80%) NAV as on 04-Aug-21
Fund Family:HDFC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return14.9522.7071.7813.9815.1316.47
Category Avg18.3125.3473.6917.1815.1320.84
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX12.687.4244.2613.1314.43-
NIFTY12.169.1546.5412.6913.71-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202112.53NANA12.49
202022.2114.2519.78-27.20
2019-3.50-4.923.795.22
2018-1.14-5.333.06-7.94
20173.902.6813.3917.10
201610.9612.88-6.35-5.08

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202021.7563229NA
20190.2182240NA
2018-11.2193269NA
201741.6669260NA
201611.3518234NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
PGIM India Midcap Opp Fund-Reg(G)39.4702-Dec-1394.5326.2119.7819.58
Quant Mid Cap Fund(G)110.4921-Mar-0186.2223.6819.4512.47
Axis Midcap Fund-Reg(G)64.3824-Feb-1162.3321.1820.0719.47
Nippon India Growth Fund(G)1917.7308-Dec-9578.119.8517.522.56
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.8864
Semi Standard Deviation [%]0.6377
Beta [%]0.7028
Sharp Ratio [%]1.0583
R-Square [%]0.7137
Expense Ratio [%]1.6600
AVG Ratio [%]0.1585
Other Ratios
Jenson Ratio [%]0.1123
Treynor Ratio [%]0.3073
Turnover Ratio [%]10.7200
FAMA Ratio [%]0.1252
SORTINO Ratio [%]0.2314

Return Calculator

MARKET STATS As on 05/08/2021 As on 05/08/2021

16294.60 (0.22) 54492.84 (0.23)

TOP GAINERS

Company Price Change Gain (%)
PVP Ventures7.051.1519.49
D.P. Wires299.5035.5513.47

TOP LOSERS

Company Price Change Loss (%)
Dhunseri Tea346.65-174.50-33.48
Nava Bharat Ventures109.15-16.70-13.27

Portfolio Comparison

MUTUAL FUND ACTIVITY