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Tuesday, September 19, 2017

HDFC Mid-Cap Opportunities Fund






Performance - Regular Plan - Growth Option NAV as on 30th June, 2017 51.741
  Period Scheme Returns (%) Benchmark Returns (%) # Additional Benchmark Returns (%) ## Value of Investment of () 10,000
        Scheme () Benchmark
()#
Additional Benchmark
()##
  Last 1 Year 28.63 28.32 14.88 12,863 12,832 11,488
  Last 3 Years 20.95 16.89 7.74 17,703 15,977 12,509
  Last 5 Years 26.26 19.23 12.50 32,129 24,116 18,036
  Since Inception 17.82 11.74 8.36 51,741 30,426 22,353
^Past performance may or may not be sustained in the future. Returns greater than 1 year period are compounded annualized (CAGR). Load is not taken into consideraiton for computation of performance. #Nifty Free Float Midcap 100 Index ##NIFTY 50 Index. Inception Date: June 25, 2007. The Scheme is managed by Mr. Chirag Setalvad since inception. Different plans viz. Regular Plan and Direct Plan have a different expense structure. The expenses of the Direct Plan under the Scheme will be lower to the extent of the distribution expenses / commission charged in the Regular Plan.
 
SIP Performance - Regular Plan - Growth Option
  Since Inception 10 year SIP 5 year SIP
Total Amount Invested () 12,10,000 12,00,000 6,00,000
Market Value as on June 30, 2017 () 40,31,981.28 39,80,240.28 11,57,994.13
Market Value of SIP in Benchmark# () 27,36,896.93 27,06,470.56 10,19,959.52
Returns (Annualised) (%) 22.57 22.69 26.67
Benchmark Returns (Annualised) (%) # 15.46 15.54 21.38


Assuming Rs.10,000 invested systematically on the first Business day of every month over a period of time. cAGR returns are computed after accounting for the cash flow by using XIRR method (investment internal rate of return). Load is not taken into consideration for computation of performance. The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns. #Nifty Free Float Midcap 100 Index.


 
This product is suitable for investors who are seeking *
 
  • capital appreciation over long term

  • investment predominantly in equity and equity related instruments of Small and Mid Cap companies

Riskometer
moderate high risk





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