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Asset Size:22599Cr
Expense Ratio:1.84%
Fund Manager(s):Chirag Setalvad,Rakesh Vyas,
5year Returns:11.96%

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HDFC Mid-Cap Opportunities Fund Growth

HDFC       

Equity
Mid-Cap

Nav : 51.131 ( -1.96%) July 19th, 2019

People currently viewing this : 1

Rank (of 245)

64

Annualized Returns(5 yrs)

11.96%

Investment Horizon

>5 Yr

Doubled Money

6yrs 2m

Returns since June 25th, 2007

14.48%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

72.7L

Projected Maturity Amount

1.3Cr

HDFC     

Equity
Mid-Cap

Nav : 51.131 ( -1.96%) July 19th, 2019

People currently viewing this : 1

Upwardly's Take :

This fund has higher ups and downs (volatility) than other equity funds but can yield much better returns. Invest in this fund for an investment horizon of at least 5 years to give best results.

Ideal for long term goals like retirement, kids' education, seed fund for own startup. Don't look at returns of these funds in the short-term.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

72.7L

Projected Maturity Amount

1.3Cr

Rank (of 245)

64

Annualized Returns(5 yrs)

11.96%

Investment Horizon

>5 Yr

Doubled Money

6yrs 2m

Returns since June 25th, 2007

14.48%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.

Basic Details
Fund House
HDFC
Launch Date
June 25th, 2007
Expense Ratio
1.84%
Fund Category Risk
High
Std Dev (1Yr)
19.015
Std Dev (3Yr)
16.1
Std Dev (5Yr)
15.601
Asset Size
22599Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.48 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Phone No.
+91 22 66316333