Should I invest in HDFC Equity Opp Fund - II - 1126D May 2017 (1)?

We don't give personal investment advice. HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW 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 - 1126D May 2017 (1) - IDCW Option - Direct Plan

Latest NAV

₹10.0000

As of

14 Jan 2022

1,131 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	-32.40%	-0.75%	-31.65	105 / 105	Q4
1W	-31.04%	-1.81%	-29.23	103 / 104	Q4
2W	-29.81%	-1.11%	-28.70	103 / 104	Q4
1M	-29.08%	-1.16%	-27.92	103 / 104	Q4
3M	-31.74%	+1.00%	-32.74	103 / 103	Q4
6M	-23.33%	+1.92%	-25.25	100 / 100	Q4
YTD	-29.81%	-1.23%	-28.58	97 / 98	Q4
1Y	-15.04%	+9.43%	-24.47	85 / 88	Q4
2Y	-4.57%	+5.85%	-10.41	73 / 82	Q4
3Y	-1.18%	+10.05%	-11.23	68 / 71	Q4
4Y	-1.95%	+9.63%	-11.58	37 / 39	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-0.06%	+8.04%	-8.10	93 / 105	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	-29.81%	-2.27%	-27.54	36 / 36
2021	+26.99%	+23.11%	+3.88	23 / 50
2020	+3.64%	+11.58%	-7.93	45 / 56
2019	+2.81%	+5.80%	-2.99	47 / 68
2018	-1.42%	-11.53%	+10.11	4 / 33
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

+8.22%

44 windows

min -27.1% · max 51.5%

59% positive

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

3-Year rolling

+4.07%

20 windows

min -3.0% · max 12.6%

65% 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

23.62%

3-year · annualised

Sharpe ratio

-0.18

vs risk-free 6.5%

Sortino ratio

-0.21

Downside-only deviation

Max drawdown

-32.40%

Jan 2022 → Jan 2022

% positive months

63.9%

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 - IDCW Option - Direct Plan	HDFC	₹85.5390	3 Jun 2026
Nippon India Flexi Cap Fund - Direct Plan - IDCW Option	Nippon India	₹17.0211	3 Jun 2026
SBI Flexicap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹58.6919	2 Jun 2026
ICICI Prudential Flexicap Fund - Direct Plan - IDCW	ICICI Prudential	₹16.7500	3 Jun 2026
Invesco India Flexi Cap Fund - Direct Plan - IDCW	Invesco	₹17.0200	3 Jun 2026
BANDHAN Flexi Cap Fund-Direct Plan-IDCW	Bandhan	₹49.6510	3 Jun 2026
quant Flexi Cap Fund - IDCW Option - Direct Plan	Quant	₹80.8500	3 Jun 2026
Aditya Birla Sun Life Flexi Cap Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹224.7300	3 Jun 2026
Motilal Oswal Flexi Cap Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹31.2807	3 Jun 2026
Franklin India Flexi Cap Fund - Direct - IDCW	Franklin India	₹66.6106	3 Jun 2026

Recent NAVs

Date	NAV
14 Jan 2022	₹10.0000
13 Jan 2022	₹14.7930
12 Jan 2022	₹14.7630
11 Jan 2022	₹14.6460
10 Jan 2022	₹14.6250
7 Jan 2022	₹14.5020
6 Jan 2022	₹14.4460
5 Jan 2022	₹14.5810
4 Jan 2022	₹14.5270
3 Jan 2022	₹14.4100

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 14 Jan 2022, the NAV of HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan is ₹10.0000. It's a Flexi Cap Fund from HDFC, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan has NAV history starting from 15 Jun 2017, a track record of about 8 years 11 months. 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 - 1126D May 2017 (1) - IDCW 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 - 1126D May 2017 (1) - IDCW Option - Direct Plan has delivered a absolute return of -15.04% — -24.47 pp behind the Flexi Cap Fund category average of 9.43%. The fund ranks #85 of 88 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan has delivered a CAGR of -1.18% — -11.23 pp behind the Flexi Cap Fund category average of 10.05%. The fund ranks #68 of 71 in its category — the bottom (Q4) quartile.

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW 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 - 1126D May 2017 (1) - IDCW Option - Direct Plan exactly 3 years ago would be worth approximately ₹96,516 today — a multiplier of 0.97×, based on the 3-year CAGR of -1.18%. The category average over the same window would have grown ₹1 lakh to ₹133,288.

A ₹10,000 monthly SIP in HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan over the last 3 years — total invested ₹360,000 — would be worth ₹334,759 today. That's an XIRR (money-weighted annualised return) of -4.65%.

HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW 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 ₹334,759 — XIRR -4.65%.

On a 3-year basis, HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan ranks #68 out of 71 funds in the Flexi Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.05%; this fund delivered -1.18%.

The worst peak-to-trough decline HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan has experienced over the last 3-year window is 32.40% — its NAV fell from a high on 13 Jan 2022 to a low on 14 Jan 2022. 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 - 1126D May 2017 (1) - IDCW Option - Direct Plan averaged 4.07% (best 12.63%, worst -3.03%). 65% of rolling windows ended positive. The 3-year Sharpe ratio is -0.18 — negative risk-adjusted performance.

In calendar year 2021, HDFC Equity Opp Fund - II - 1126D May 2017 (1) - IDCW Option - Direct Plan returned 26.99% — beating the Flexi Cap Fund category average of 23.11% by 3.88 pp. It ranked #23 of 50 in its category that year.

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