Mutual Funds
HDFC Mid-Cap Opportunities Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
India OE Small/Mid Cap		 Total Net Assets (mil)
601,865.15 INR
Morningstar® Benchmark
S&P BSE Midcap TR INR
Used throughout report
 Fund Benchmark
Nifty Midcap 150 TR INR


RETURNS (%) FUND BENCHMARK CATEGORY
3M 3.42 5.62 2.24
6M 15.49 18.50 12.63
1Y 53.65 60.47 46.70
3Y* 26.95 26.05 21.59
5Y* 22.78 21.76 20.57
10Y* 21.72 20.37 20.08
*Annualised Return Data Through 15/03/2024
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2024 - - - -
2023 -2.70 19.30 10.95 12.18
2022 -0.56 -7.97 17.20 4.70
2021 12.49 12.53 10.15 0.34
2020 -27.20 22.21 14.25 19.78
RISK MEASURES
3Y Alpha 4.56
3Y Beta 0.86
3Y R-Squared 93.86
3Y Info Ratio 0.66
3Y Tracking Error 3.80
3Y Sharpe Ratio 1.67
3Y Std Dev 13.00
3Y Risk bel avg
5Y Risk Avg
10Y Risk Avg
Calculations use S&P BSE Midcap TR INR (where applicable)

Equity Style BoxTM


* Report as of 18 Mar 2024


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