HDFC Mid Cap Opportunities Fund Direct Growth

Scheme code: INF179K01XQ0 NAV value: ₹ 193.4040 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 23.75 64.55 47.41 46.76
3 year 24.40 34.37 29.43 24.94
5 year 22.44 32.82 28.33 27.21
7 year 17.95 21.60 19.66 19.09
10 year 18.53 24.12 21.04 19.79

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.29 70.78 45.74 47.41
3 year 17.23 32.24 25.94 29.43
5 year 20.64 32.41 26.7 28.33
7 year 14.08 20.56 18.09 19.66
10 year 14.89 21.02 17.75 21.04
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.1 68.66 47.21 47.41
3 year 17.16 31.71 25.61 29.43
5 year 20.26 31.67 26.2 28.33
7 year 13.13 19.18 16.67 19.66
10 year 14.57 20.81 17.86 21.04
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.34 65.66 45.64 47.41
3 year 16.36 30.89 24.93 29.43
5 year 21.11 31.93 26.72 28.33
7 year 14.28 20.7 18.26 19.66
10 year 15.84 22.38 19.39 21.04
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.55 84.98 58.48 47.41
3 year 17.94 42.14 30.5 29.43
5 year 28.43 40.36 34.39 28.33
7 year 18.07 26.48 23.71 19.66
10 year 20.42 28.64 25.75 21.04
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.56 47.48 31.63 47.41
3 year 6.62 17.63 13.26 29.43
5 year 13.89 23.2 18.63 28.33
7 year 10.19 16.77 14.29 19.66
10 year 12.77 19.08 16.34 21.04

Rolling return for 1 year

Average return: 47.41%
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.74 23.75 29.74 23.75 2.99 26.74 01-2024 01-2025
35.08 32.6 39.93 28 4.31 33.9 12-2023 12-2024
41.2 36.92 47.7 30.9 6.13 39.18 11-2023 11-2024
46.51 47.8 56.09 38.72 6.16 47.28 10-2023 10-2024
47.24 46.5 51.91 42 3.51 46.91 09-2023 09-2024
48.09 47.74 55 41.16 4.9 48 08-2023 08-2024
52.79 52.78 61.16 44.85 5.77 52.9 07-2023 07-2024
46.06 52.29 63.95 35.67 10.24 49.49 06-2023 06-2024
53 56.07 64.13 45.48 6.68 54.67 05-2023 05-2024
59.58 58.1 64.55 53.32 4.01 58.89 04-2023 04-2024
54.88 55.74 64.27 46.84 6.17 55.43 03-2023 03-2024
55.33 55.59 60.34 50.73 3.4 55.5 02-2023 02-2024

Rolling return for 3 year

Average return: 29.43%
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.39 26.48 29.39 26.48 1.46 27.94 01-2022 01-2025
30.34 29.11 31.88 27.6 1.57 29.73 12-2021 12-2024
27.97 26.39 29.91 24.5 1.99 27.19 11-2021 11-2024
27.05 27.06 29.76 24.4 1.9 27.07 10-2021 10-2024
30.08 29.34 31.44 28 1.24 29.72 09-2021 09-2024
30.52 30.16 32.51 28.19 1.53 30.34 08-2021 08-2024
30.69 31.44 33.03 29.13 1.4 31.07 07-2021 07-2024
27.35 30.33 32.35 25.41 2.67 28.86 06-2021 06-2024
29.55 29.88 32.62 26.87 2.04 29.73 05-2021 05-2024
31.22 30.5 32.57 29.17 1.23 30.86 04-2021 04-2024
29.2 28.87 31.76 26.37 1.91 29.05 03-2021 03-2024
32.95 30.31 34.37 28.94 2.13 31.64 02-2021 02-2024

Rolling return for 5 year

Average return: 28.33%
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.99 28.37 29.99 28.37 0.81 29.18 01-2020 01-2025
30.26 30.36 31.18 29.45 0.61 30.31 12-2019 12-2024
29.11 29.61 30.27 28.44 0.67 29.36 11-2019 11-2024
30.59 30.76 32.25 29.12 1.11 30.68 10-2019 10-2024
31.99 30.84 32.82 30.02 1.07 31.42 09-2019 09-2024
31.16 31.38 32.36 30.19 0.77 31.27 08-2019 08-2024
30.53 29.36 31.93 27.99 1.45 29.95 07-2019 07-2024
25.54 27.4 28.47 24.49 1.55 26.48 06-2019 06-2024
26.08 26.18 27.86 24.42 1.22 26.14 05-2019 05-2024
24.65 24.6 25.42 23.84 0.56 24.63 04-2019 04-2024
24.55 23.89 26.03 22.44 1.29 24.23 03-2019 03-2024
26.48 26.2 27.28 25.4 0.67 26.34 02-2019 02-2024

Rolling return for 7 year

Average return: 19.66%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.21 18.42 19.21 18.42 0.39 18.82 01-2018 01-2025
19.63 19.17 20.24 18.57 0.61 19.4 12-2017 12-2024
19.08 19.29 19.85 18.52 0.48 19.18 11-2017 11-2024
20.2 20.35 21.29 19.26 0.72 20.27 10-2017 10-2024
21.06 20.78 21.6 20.24 0.49 20.92 09-2017 09-2024
20.65 20.54 21.44 19.75 0.6 20.6 08-2017 08-2024
20.42 20.65 21.34 19.74 0.57 20.54 07-2017 07-2024
18.72 20.18 20.7 18.21 1.02 19.45 06-2017 06-2024
19.05 19.22 20.25 18.03 0.79 19.14 05-2017 05-2024
18.85 18.75 19.37 18.23 0.4 18.8 04-2017 04-2024
18.93 18.95 19.94 17.95 0.7 18.94 03-2017 03-2024
19.82 19.78 20.36 19.24 0.4 19.8 02-2017 02-2024

Rolling return for 10 year

Average return: 21.04%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.28 18.53 19.28 18.53 0.38 18.9 01-2015 01-2025
19.72 19.35 20.14 18.93 0.45 19.54 12-2014 12-2024
19.44 19.32 19.98 18.78 0.43 19.38 11-2014 11-2024
20.47 20.46 21.23 19.7 0.54 20.46 10-2014 10-2024
20.8 20.5 21.18 20.13 0.39 20.65 09-2014 09-2024
21.19 20.91 21.74 20.36 0.5 21.05 08-2014 08-2024
21.54 21.39 22.19 20.75 0.51 21.47 07-2014 07-2024
20.53 20.93 21.93 19.54 0.86 20.73 06-2014 06-2024
22.05 21.39 22.91 20.54 0.87 21.72 05-2014 05-2024
22.56 22.29 22.94 21.92 0.37 22.43 04-2014 04-2024
22.66 22.58 23.38 21.86 0.54 22.62 03-2014 03-2024
23.72 23.38 24.12 22.99 0.42 23.55 02-2014 02-2024