How has India’s largest actively managed equity fund performed?

(Short and long-term performance)

First, let’s identify the largest active equity fund?

HDFC Mid-Cap Opportunities is the largest fund. This mid-cap fund has assets of Rs 60,187 crore.

More information about this fund

Its Value Research Rating is 4 stars, Its expense ratio is 0.78%, It has been managed by Chirag Setalvad (since 2007). Note: Data as of February 29, 2024. Direct plan.

1-year performance

Fund’s return: 56.2%, Benchmark return (BSE 150 Midcap TRI): 54.3%, Category rank: 7/38, Note: Direct plan returns as of March 11, 2024.

5-year performance

Fund’s return: 24.8%, Benchmark return (BSE 150 Midcap TRI): 24.6%, Category rank: 7/22. Note: Direct plan returns as of March 11, 2024.

Since inception (June 2007)

Fund’s return: 17.9%, Benchmark return (BSE 150 Midcap TRI): 14.8%, Note: Regular plan returns as of March 11, 2024.

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