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

Morningstar Rating™

Morningstar® Category
Mid-Cap 		Total Net Assets (mil)
225,994.21 INR
Morningstar® Benchmark
S&P BSE Midcap TR INR
Used throughout report
 Fund Benchmark
IISL NIFTY Midcap 100 TR INR


RETURNS (%) FUND BENCHMARK CATEGORY
3M -6.08 -8.11 -4.80
6M -0.61-5.73 -1.22
1Y -5.76 -5.69 -3.52
3Y* 8.24 6.41 7.28
5Y* 12.41 10.02 10.55
10Y* 19.23 12.14 15.72
*Annualised Return Data Through 18/07/2019
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2019 5.22 -3.50 - -
2018 -7.94 -1.14 -5.33 3.06
2017 17.10 3.90 2.68 13.39
2016 -5.08 10.96 12.88 -6.35
2015 1.81 0.79 0.99 2.10
RISK MEASURES
3Y Alpha 1.60
3Y Beta 0.92
3Y R-Squared 93.72
3Y Info Ratio 0.30
3Y Tracking Error 4.28
3Y Sharpe Ratio 0.49
3Y Std Dev 16.10
3Y Risk abv avg
5Y Risk Avg
10Y Risk bel avg
Calculations use S&P BSE Midcap TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 19 Jul 2019


© 2019 Morningstar. All Rights Reserved.

Disclaimer :
© 2019 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein: (1) include the proprietary information of Morningstar and Morningstar’s third party licensors; (2) may not be copied or redistributed except as specifically authorised;(3) do not constitute investment advice;(4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.