HDFC Mid-Cap Opportunities Fund(G)

93.00 -1.68 (-1.77%) NAV as on 21-Jan-22
Fund Family:HDFC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-0.5111.2937.2821.1615.9816.52
Category Avg0.0111.5439.7623.7315.9818.49
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX-2.9313.9219.4317.7917.08-
NIFTY-2.7913.5921.2517.6416.29-

* 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
202112.5310.150.3412.49
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

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202139.9181216NA
202021.7564232NA
20190.2183243NA
2018-11.2196272NA
201741.6670261NA

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)45.4002-Dec-1357.0937.2623.1220.43
Quant Mid Cap Fund(G)119.3421-Mar-0148.7428.7721.9212.59
SBI Magnum Midcap Fund-Reg(G)144.2115-Apr-0549.2126.9316.4417.19
Baroda Mid-cap Fund(G)17.8911-Oct-1049.7126.8518.475.28
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.0343
Semi Standard Deviation [%]0.5978
Beta [%]0.7301
Sharp Ratio [%]0.6565
R-Square [%]0.7318
Expense Ratio [%]1.7300
AVG Ratio [%]0.0778
Other Ratios
Jenson Ratio [%]0.0816
Treynor Ratio [%]0.1786
Turnover Ratio [%]14.8800
FAMA Ratio [%]0.0883
SORTINO Ratio [%]0.1118

Return Calculator

MARKET STATS As on 21/01/2022 As on 21/01/2022

17617.15 (-0.79) 59037.18 (-0.72)

TOP GAINERS

Company Price Change Gain (%)
Aspinwall & Co193.3032.2019.99
Shradha Infraproject68.4511.2519.67

TOP LOSERS

Company Price Change Loss (%)
Moksh Ornaments34.10-8.50-19.95
21.60-5.35-19.85

Portfolio Comparison

MUTUAL FUND ACTIVITY