HDFC Mid-Cap Opportunities Fund(IDCW)-Direct Plan

49.79 0.25 (0.50%) NAV as on 16-Sep-21
Fund Family:HDFC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return12.0323.8964.6517.3115.8820.87
Category Avg13.6325.7066.9219.8315.8821.46
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX12.6517.4350.4815.8015.64-
NIFTY11.8118.2451.9215.2514.96-

* 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
202112.72NANA12.72
202022.4214.4519.98-27.08
2019-3.33-4.773.955.45
2018-0.85-5.053.34-7.65
20174.162.9413.6817.37
201611.2213.16-6.13-4.81

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202022.5863231NA
20190.91183242NA
2018-10.16195271NA
201743.0669260NA
201612.4518234NA

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)42.8402-Dec-1387.8130.2220.5920.52
Quant Mid Cap Fund(G)113.7421-Mar-0178.2323.9819.7112.55
Axis Midcap Fund-Reg(G)70.1924-Feb-1163.523.8621.520.22
Nippon India Growth Fund(G)2064.0408-Dec-9572.4122.4518.0722.79
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.8853
Semi Standard Deviation [%]0.6209
Beta [%]0.6969
Sharp Ratio [%]1.0329
R-Square [%]0.7267
Expense Ratio [%]1.0500
AVG Ratio [%]0.1712
Other Ratios
Jenson Ratio [%]0.0889
Treynor Ratio [%]0.2877
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1051
SORTINO Ratio [%]0.2580

Return Calculator

MARKET STATS As on 16/09/2021 As on 16/09/2021

17629.50 (0.63) 59141.16 (0.71)

TOP GAINERS

Company Price Change Gain (%)
Vodafone Idea11.252.3025.70
Easy Trip Planners648.45106.1019.56

TOP LOSERS

Company Price Change Loss (%)
APL Apollo Tubes956.15-902.95-48.57
TPL Plastech192.15-146.35-43.23

Portfolio Comparison

MUTUAL FUND ACTIVITY