HDFC Mid-Cap Opportunities Fund(IDCW)

37.45 -0.55 (-1.44%) NAV as on 17-Sep-21
Fund Family:HDFC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return11.8423.4763.5416.2914.8016.70
Category Avg13.6325.7066.9219.8314.8021.46
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX12.7918.5051.4016.2315.59-
NIFTY12.0719.4552.7015.6214.90-

* 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
202112.53NANA12.52
202022.2114.2519.78-27.21
2019-3.50-4.923.795.21
2018-1.14-5.333.06-7.89
20173.902.6813.3917.10
201610.9612.89-6.35-5.03

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202021.7363231NA
20190.19183242NA
2018-11.16195271NA
201741.6569260NA
201611.4118234NA

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)42.2602-Dec-1387.8130.2220.5920.52
Quant Mid Cap Fund(G)112.0421-Mar-0178.2323.9819.7112.55
Axis Midcap Fund-Reg(G)69.7824-Feb-1163.523.8621.520.22
Nippon India Growth Fund(G)2040.5808-Dec-9572.4122.4518.0722.79
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.9464
Semi Standard Deviation [%]0.6206
Beta [%]0.6974
Sharp Ratio [%]0.9562
R-Square [%]0.7247
Expense Ratio [%]1.7400
AVG Ratio [%]0.1675
Other Ratios
Jenson Ratio [%]0.0775
Treynor Ratio [%]0.2676
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0926
SORTINO Ratio [%]0.2523

Return Calculator

MARKET STATS As on 17/09/2021 As on 17/09/2021

17585.15 (-0.25) 59015.89 (-0.21)

TOP GAINERS

Company Price Change Gain (%)
Dodla Dairy636.40104.0019.53
Surya Roshni774.30119.9018.32

TOP LOSERS

Company Price Change Loss (%)
CESC92.20-789.85-89.55
RPP Infra Projects77.00-9.85-11.34

Portfolio Comparison

MUTUAL FUND ACTIVITY