Return
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- 6M
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹243 Cr
Lock In Period
N/A
Expense Ratio
1.32
Benchmark
Nifty 50 Total Returns Index
Exit Load
Nil
Summary
Latest details for HDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth include a ₹13.298 NAV as of Jan 20,2022 and returns since inception of 37.15%. Minimum investments start at SIP ₹0. The HDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth AUM is ₹243 Cr, with a lock-in of N/A years, expense ratio of 1.32%, and benchmark Nifty 50 Total Returns Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 5.89% returns, against a category average of -1.15% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.89 | -1.15 | 7.74 |
| 6M | 12.06 | 1.22 | 64.49 |
| 1Y | 23.56 | 3.92 | 137.57 |
| 3Y | 11.10 | 10.10 | 202.94 |
Portfolio Analysis
- Equity: 92.75%
- Debt: 7.25%
- Others
As on: 2021-12-31
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About Fund
HDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth managed by HDFC Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹243 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 1.32. 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 FundTata Multicap Fund Growth | 0 | 3167.86 CR | 1.9 |
| This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth | 0 | 243.47 CR | 1.32 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Multicap Fund Growth | 4.6277 | 35.523 |
| This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth | 23.5644 | 37.1493 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
HDFC Equity Opportunities Fund II - 1100D June 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 - 1100D June 2017 (1) Growth is 1.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth’s fund performance is as follows:
- 1 Month : 5.89%
- 6 Months : 12.06%
- 1 Year : 23.56%
- 3 Years : 11.10%
You can invest in HDFC Equity Opportunities Fund II - 1100D June 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 - 1100D June 2017 (1) Growth is ₹243 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Equity Opportunities Fund II - 1100D June 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