Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹89 Cr
Lock In Period
N/A
Expense Ratio
1.39
Benchmark
Nifty 50 Total Returns Index
Exit Load
Nil
Summary
Latest details for HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth include a ₹14.316 NAV as of Jan 14,2022 and returns since inception of 42.86%. Minimum investments start at SIP ₹0. The HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth AUM is ₹89 Cr, with a lock-in of N/A years, expense ratio of 1.39%, and benchmark Nifty 50 Total Returns Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 4.60% returns, against a category average of -1.85% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.60 | -1.85 | 7.74 |
| 6M | 14.24 | 0.66 | 64.49 |
| 1Y | 25.61 | 3.60 | 137.57 |
| 3Y | 12.63 | 10.80 | 202.94 |
Portfolio Analysis
- Equity: 92.65%
- Debt: 7.35%
- Others
As on: 2021-12-31
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About Fund
HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth managed by HDFC Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹89 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 1.39. Under the expert guidance of Amit B Ganatra ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Business Cycle Fund Growth | 0 | 1730.31 CR | 2.14 |
| This FundHDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth | 0 | 88.86 CR | 1.39 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Business Cycle Fund Growth | 2.2595 | 42.1479 |
| This FundHDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth | 25.612 | 42.86 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth is 1.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth’s fund performance is as follows:
- 1 Month : 4.60%
- 6 Months : 14.24%
- 1 Year : 25.61%
- 3 Years : 12.63%
You can invest in HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth is ₹89 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Equity Opportunities Fund II - 1126D May 2017 (1) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500