MF Gyan
otherVery high risk9 years oldCooling recently (last 6m ≈ -40% p.a.)

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan

A specialised fund. Check the scheme details for what it invests in. From HDFC Mutual Fund. It's been running since 15 Jun 2017.

Latest price per unit
₹10.00
▼ 32.40% today
As of 14 Jan 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹85.0k
▼ ₹15.0k loss · -15.0% / year
Invested 3 years ago
₹97.5k
▼ ₹2.5k loss · -0.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.67 L
Gain / loss-₹12.5k
XIRR (annualised)-4.76%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.67 L
Projected gain*+-₹12.6k
*at this fund's historical rate of -4.76% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
-15.05%median 11.70% (-26.75%)
Rank #208 of 261Beats 16% of peers
3-year return
-0.85%median 8.92% (-9.76%)
Rank #138 of 261Beats 28% of peers
Bumpiness (3Y)
29.58%median 18.29% (+11.28%)
Rank #259 of 261Less risky than 1% of peers
Worst-ever drop
-32.40%median -35.16% (+2.76%)
Rank #155 of 261Less risky than 41% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 6 years were positive.

+6%
2017
-1%
2018
+3%
2019
+4%
2020
+27%
2021
-31%
2022
Best year
2021 · 26.99%
Worst year
2022 · -30.60%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
29.6%

The value swings roughly 30% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-32.40%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan against other other funds.

Technical details (for the pros)
CAGR — 1 year-15.05%
CAGR — 3 years-0.85%
CAGR — 5 years—
CAGR — since launch-0.06%
Volatility — 1 year (annualised)42.01%
Volatility — 3 years (annualised)29.58%
Max drawdown — 1 year-32.40%
Max drawdown — 3 years-32.40%
Sharpe ratio — 1 year (rf=6%)-0.54
Sharpe ratio — 3 years (rf=6%)-0.23

Fund info

Fund house
HDFC Mutual Fund
Category
Growth
Plan
Direct
Option
IDCW
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141428
First price on record
15 Jun 2017 · 1,131 daily prices

About HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan is a Growth offered by HDFC Mutual Fund under the Direct plan with the IDCW option. It has approximately 9 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan is ₹10.0000 (as of 14 Jan 2022). Historically, it has delivered -15.04% over the last year, -0.85% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 29.6% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 32.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan?+

The latest NAV of HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan is ₹10.0000 as of 14 Jan 2022, down 32.40% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan?+

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan has delivered 1-year return -15.04%, 3-year CAGR -0.85%, since-inception CAGR -0.06%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan belong to?+

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan?+

Based on its 3-year annualised volatility of 29.6%, HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan a direct plan?+

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan?+

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan has NAV history available from 15 Jun 2017 — approximately 9 years of track record and 1,131 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.