Morningstar® Fund Report™

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HDFC Mid-Cap Opportunities Fund Growth
 
Morningstar Rating™ (Relative to Category)30/04/2024
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageAverage3 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
Category:  Mid-CapClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility13.11 %
3-Yr Mean Return30.70 %
 
Sharpe Ratio1.66
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 S&P BSE Midcap TR INR
R-Squared93.19-
3-Yr Beta0.85-
3-Yr Alpha3.58-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation11.2813.1120.56
 
 
Sharpe Ratio3.521.660.96
Sortino Ratio---
 
 
Positive Months102542
Negative Months21118
Worst Month-2.61-5.12-27.82