HDFC Mid Cap Opportunities Fund Direct Growth

Scheme code: INF179K01XQ0 NAV value: ₹ 196.4280 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	2.82	64.13	35.11	35.89
3 year	13.86	42.19	28.84	26.04
5 year	2.52	37.85	17.94	18.23
7 year	11.62	21.60	17.54	17.11
10 year	16.56	24.96	21.05	19.58
12 year	20.77	22.57	21.80	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	58.72	21.02	35.11
3 year	15.3	45.45	27.76	28.84
5 year	3.47	39.21	18.31	17.94
7 year	4.3	21.04	14.53	17.54
10 year	0.52	21.2	11.04	21.05
12 year	0.21	20.77	10.85	21.8
15 year	4.97	19.36	10.53

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	61.29	22.36	35.11
3 year	14.23	42.73	27.05	28.84
5 year	1.65	37.55	16.87	17.94
7 year	4.52	19.53	13.95	17.54
10 year	3.36	21.04	13.41	21.05
12 year	3.48	20.05	13.28	21.8
15 year	7.73	20.72	13.17

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	58.53	21.44	35.11
3 year	13.61	42.26	26.69	28.84
5 year	4.8	36.78	18.54	17.94
7 year	7.26	20.87	16.12	17.54
10 year	5.58	22.47	14.7	21.05
12 year	4.77	21.65	14.12	21.8
15 year	7.99	22.29	13.67

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	74.28	24.24	35.11
3 year	14.52	45.86	31.97	28.84
5 year	8.86	40.38	23.95	17.94
7 year	14.14	28.21	22.06	17.54
10 year	14.44	28.8	21.84	21.05
12 year	10.67	28.77	21.61	21.8
15 year	14.1	29.21	20.95

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	45.21	16.62	35.11
3 year	4.76	30.51	15.92	28.84
5 year	6.69	25.56	15.28	17.94
7 year	8.9	21.06	15.7	17.54
10 year	9.82	25.87	16.85	21.05
12 year	11.27	24.54	16.8	21.8
15 year	12.8	22.2	16.49

Rolling return for 1 year

- Average return: 35.11% - Median return: 40.55% - Average standard deviation: 5.65

Rolling return for 3 year

- Average return: 28.84% - Median return: 29.08% - Average standard deviation: 2.15

Rolling return for 5 year

- Average return: 17.94% - Median return: 16.03% - Average standard deviation: 1.09

Rolling return for 7 year

- Average return: 17.54% - Median return: 17.64% - Average standard deviation: 0.79

Rolling return for 10 year

- Average return: 21.05% - Median return: 20.92% - Average standard deviation: 0.52

Rolling return for 12 year

- Average return: 21.8% - Median return: 21.79% - Average standard deviation: 0.47

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,36,727	1,36,727	11.40
3 year	36,00,000	54,31,307	18,31,307	14.69
5 year	60,00,000	1,03,38,796	43,38,796	11.50
7 year	84,00,000	1,63,10,775	79,10,775	9.94
10 year	1,20,00,000	3,56,65,132	2,36,65,132	11.51
12 year	1,44,00,000	5,53,65,798	4,09,65,798	11.88

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	5.84	11.4
3 year	13.61	14.69
5 year	11.48	11.5
7 year	8.72	9.94
10 year	7.45	11.51
12 year	7.58	11.88

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	6.13	11.4
3 year	13.26	14.69
5 year	10.99	11.5
7 year	8.19	9.94
10 year	7.94	11.51
12 year	8	11.88

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	5.79	11.4
3 year	12.91	14.69
5 year	11.37	11.5
7 year	9.07	9.94
10 year	8.88	11.51
12 year	8.78	11.88

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	5.25	11.4
3 year	15.15	14.69
5 year	14.39	11.5
7 year	12.1	9.94
10 year	12.96	11.51
12 year	13.16	11.88

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.71	11.4
3 year	7.31	14.69
5 year	8.24	11.5
7 year	7.88	9.94
10 year	9.31	11.51
12 year	9.43	11.88

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,36,727 - Absolute Returns: ₹1,36,727 - CAGR: 11.4%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹54,31,307 - Absolute Returns: ₹18,31,307 - CAGR: 14.69%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,03,38,796 - Absolute Returns: ₹43,38,796 - CAGR: 11.5%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,63,10,775 - Absolute Returns: ₹79,10,775 - CAGR: 9.94%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,56,65,132 - Absolute Returns: ₹2,36,65,132 - CAGR: 11.51%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,53,65,798 - Absolute Returns: ₹4,09,65,798 - CAGR: 11.88%