MF Gyan
otherHigh risk9 years oldAccelerating recently (last 6m ≈ 31% p.a.)

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth 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
₹14.837
▲ 0.30% 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
₹1.26 L
▲ ₹26.1k gain · 26.1% / year
Invested 3 years ago
₹1.45 L
▲ ₹44.6k gain · 13.1% / 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₹2.49 L
Gain / loss+₹68.5k
XIRR (annualised)22.79%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.60 L
Projected gain*+₹79.8k
*at this fund's historical rate of 22.79% 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
26.08%median 11.33% (+14.75%)
Rank #75 of 261Beats 70% of peers
3-year return
13.08%median 8.79% (+4.30%)
Rank #70 of 261Beats 64% of peers
Bumpiness (3Y)
18.76%median 18.29% (+0.47%)
Rank #145 of 261Less risky than 45% of peers
Worst-ever drop
-30.08%median -35.16% (+5.08%)
Rank #173 of 261Less risky than 34% 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. 5 of last 6 years were positive.

+6%
2017
-1%
2018
+3%
2019
+4%
2020
+27%
2021
+3%
2022
Best year
2021 · 26.99%
Worst year
2018 · -1.42%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
18.8%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-30.08%

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) - Growth Option - Direct Plan against other other funds.

Technical details (for the pros)
CAGR — 1 year26.08%
CAGR — 3 years13.08%
CAGR — 5 years—
CAGR — since launch8.92%
Volatility — 1 year (annualised)13.89%
Volatility — 3 years (annualised)18.76%
Max drawdown — 1 year-7.23%
Max drawdown — 3 years-30.08%
Sharpe ratio — 1 year (rf=6%)1.27
Sharpe ratio — 3 years (rf=6%)0.35

Fund info

Fund house
HDFC Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141430
First price on record
15 Jun 2017 · 1,131 daily prices

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

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth Option - Direct Plan is a Growth offered by HDFC Mutual Fund under the Direct plan with the Growth 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) - Growth Option - Direct Plan is ₹14.8370 (as of 14 Jan 2022). Historically, it has delivered 26.06% over the last year, 13.08% 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 18.8% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 30.1%. 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) - Growth Option - Direct Plan?+

The latest NAV of HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth Option - Direct Plan is ₹14.8370 as of 14 Jan 2022, up 0.30% 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) - Growth Option - Direct Plan?+

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth Option - Direct Plan has delivered 1-year return 26.06%, 3-year CAGR 13.08%, since-inception CAGR 8.92%. 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) - Growth Option - Direct Plan belong to?+

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

Based on its 3-year annualised volatility of 18.8%, HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth Option - Direct Plan sits in the "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) - Growth Option - Direct Plan a direct plan?+

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth Option - Direct Plan is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

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

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth 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.