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HDFC Mid-Cap Opportunities Fund
HDFC Mid Cap Direct Plan ▼ Outlook: Softening
Ranked #3 of 3 in Mid Cap
50
★★★☆☆
SmartMoney Score™
Returns (Annualised)
1 Year
17.2%
3 Year
23.8%
5 Year
24.1%
Risk & Cost Metrics
Std Dev (3Y)
16.9%
Sortino
1.45
Max Drawdown
-23.5%
Beta
1.00
Alpha
+4.8%
Expense
0.82%
AUM
₹74,600 Cr
Mgr Tenure
14 yrs
See the full 20-factor breakdown ▸
Performance
3Y Risk-Adjusted Return 64
5Y Risk-Adjusted Return 58
Excess Return vs Benchmark 58
Up-Market Participation 59
Risk & Downside
Volatility (Std Dev) 40
Maximum Drawdown 41
Downside-Adjusted Return (Sortino) 49
Down-Market Protection 45
Cost & Efficiency
Expense Ratio vs Category 38
Jensen's Alpha 57
Information Ratio 53
Alpha per Unit of Market Risk 56
Portfolio Quality
Diversification 65
Quality of Holdings 48
Portfolio Liquidity 36
Size vs Mandate (AUM Fit) 2
Stewardship & Momentum
Manager Tenure 77
Fund-House Pedigree 67
Relative Strength (1Y vs peers) 29
Performance Trajectory 35
Pillar Scores
Performance 60/100
Risk & Downside 44/100
Cost & Efficiency 51/100
Portfolio Quality 38/100
Stewardship & Momentum 52/100
vs Benchmark (3Y)
Fund
23.8%
vs
Benchmark
19.2%
Outperformed by 4.6%
Disclaimer: The SmartMoney Score™ is a proprietary,
rules-based educational rating. Data shown is illustrative and may not reflect real-time
performance. The "Outlook" describes the fund's recent trajectory and is not a
buy/sell recommendation. Past performance does not guarantee future returns. This is not
investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund
investments are subject to market risks; read all scheme-related documents carefully.