Should I invest in HDFC Equity Opp Fund - II - 1100D June 2017 (1)?

We don't give personal investment advice. HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

HDFC

HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan

Latest NAV

₹13.8950

As of

20 Jan 2022

1,114 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.55%	+0.10%	-0.65	102 / 104	Q4
1W	-2.13%	-0.02%	-2.10	102 / 103	Q4
2W	+0.19%	+0.10%	+0.10	52 / 102	Q3
1M	+4.72%	+1.52%	+3.20	7 / 101	Q1
3M	-0.35%	+5.34%	-5.69	89 / 100	Q4
6M	+11.29%	+9.00%	+2.30	32 / 99	Q2
YTD	+1.68%	+4.61%	-2.93	51 / 99	Q3
1Y	+24.55%	+18.02%	+6.53	23 / 90	Q2
2Y	+14.80%	+9.96%	+4.84	26 / 84	Q2
3Y	+11.75%	+13.26%	-1.51	52 / 76	Q3
4Y	+7.12%	+15.27%	-8.15	39 / 41	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.55%	+11.59%	-4.05	81 / 104	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2022 YTD	+1.68%	+1.56%	+0.12	15 / 34
2021	+28.05%	+25.89%	+2.17	26 / 52
2020	+0.61%	+15.92%	-15.30	53 / 58
2019	+4.20%	+7.18%	-2.98	51 / 69
2018	-1.36%	-5.07%	+3.71	6 / 34
2017	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+8.62%

43 windows

min -22.3% · max 56.2%

60% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+4.67%

19 windows

min -3.6% · max 12.2%

74% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.74%

3-year · annualised

Sharpe ratio

0.37

vs risk-free 6.5%

Sortino ratio

0.51

Downside-only deviation

Max drawdown

-33.48%

May 2019 → Mar 2020

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Flexi Cap Fund - Growth Option - Direct Plan	HDFC	₹2,248.7410	17 Jul 2026
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option	Nippon India	₹17.9459	17 Jul 2026
SBI Flexicap Fund - DIRECT PLAN - Growth Option	SBI	₹121.4251	17 Jul 2026
ICICI Prudential Flexicap Fund - Direct Plan - Growth	ICICI Prudential	₹21.1200	17 Jul 2026
Invesco India Flexi Cap Fund - Direct Plan - Growth	Invesco	₹20.6200	17 Jul 2026
BANDHAN Flexi Cap Fund-Direct Plan-Growth	Bandhan	₹232.8250	17 Jul 2026
quant Flexi Cap Fund - Growth Option-Direct Plan	Quant	₹122.1976	17 Jul 2026
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹2,165.0600	17 Jul 2026
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option	Motilal Oswal	₹67.6885	17 Jul 2026
Franklin India Flexi Cap Fund - Direct - Growth	Franklin India	₹1,808.6718	17 Jul 2026

Recent NAVs

Date	NAV
20 Jan 2022	₹13.8950
19 Jan 2022	₹13.9720
18 Jan 2022	₹14.0950
17 Jan 2022	₹14.2460
14 Jan 2022	₹14.2280
13 Jan 2022	₹14.1970
12 Jan 2022	₹14.1750
11 Jan 2022	₹14.0630
10 Jan 2022	₹14.0380
7 Jan 2022	₹13.9240

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 20 Jan 2022, the NAV of HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan is ₹13.8950. It's a Flexi Cap Fund from HDFC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan has NAV history starting from 17 Jul 2017, a track record of about 9 years. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan is managed by HDFC. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan has delivered a absolute return of 24.55% — +6.53 pp ahead of the Flexi Cap Fund category average of 18.02%. The fund ranks #23 of 90 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan has delivered a CAGR of 11.75% — -1.51 pp behind the Flexi Cap Fund category average of 13.26%. The fund ranks #52 of 76 in its category — the third (Q3) quartile.

HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan exactly 3 years ago would be worth approximately ₹139,564 today — a multiplier of 1.40×, based on the 3-year CAGR of 11.75%. The category average over the same window would have grown ₹1 lakh to ₹145,305.

A ₹10,000 monthly SIP in HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan over the last 3 years — total invested ₹360,000 — would be worth ₹479,893 today. That's an XIRR (money-weighted annualised return) of 19.52%.

HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹479,893 — XIRR 19.52%.

On a 3-year basis, HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan ranks #52 out of 76 funds in the Flexi Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.26%; this fund delivered 11.75%.

The worst peak-to-trough decline HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan has experienced over the last 3-year window is 33.48% — its NAV fell from a high on 27 May 2019 to a low on 19 Mar 2020. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan averaged 4.67% (best 12.22%, worst -3.57%). 74% of rolling windows ended positive. The 3-year Sharpe ratio is 0.37 — weak risk-adjusted performance.

In calendar year 2021, HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan returned 28.05% — beating the Flexi Cap Fund category average of 25.89% by 2.17 pp. It ranked #26 of 52 in its category that year.

HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. HDFC Equity Opp Fund - II - 1100D June 2017 (1) - Growth Option - Direct Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.