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

HDFC Mutual Fund

₹14.3160

0.04 (+0.29%)

NAV as of 14 Jan 2022

Today's NAV — all variants

Regular · Growth

Discontinued / Inactive

14 Jan 2022

AMFI: 141429

Direct · Growth

Discontinued / Inactive

14 Jan 2022

AMFI: 141430

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+2.30%
1 Month+5.19%
3 Months+1.18%
6 Months+13.54%
1 Year+25.61%
3 Years (CAGR)+12.26%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Dec 2000)+8.04%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+30.40%
3 Year SIP+21.76%
5 Year SIP
Since Inception (Dec 2000)+13.97%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹28,000

Invested

₹38,773

Value today

5.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹7,158

Value today

8.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹2,80,000

Withdrawn

₹10,43,868

Corpus left

+₹3,23,868 net gain — withdrew ₹2,80,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,71,046

Value today

+1.7%

vs lumpsum

STP beat direct lumpsum by 1.7% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,85,609

Value today

1.9×

Multiple

Staying invested through that crash turned ₹1L into ₹1,85,609 — a 1.9× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 8 years

Expense ratio drag on your actual returns

Direct plan

₹31,307

Regular plan

₹31,072

Direct earns ₹235 more on a ₹48K investment0.06% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHDFC Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min Lumpsum₹5,000
Launch Date05 Dec 2000
AMFI Code141429

Risk Metrics

Trailing 1 year, annualised

2.05

Sharpe Ratio

Alpha

Beta

1.87

Sortino

13.90%

Std Dev

-7.30%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth Option by HDFC Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.

About This Fund

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - Growth Option is a Other mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 25 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations