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Compare Axis Midcap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.57 | 1.41 |
NAV | ₹109.06 | ₹186.54 |
Fund Started | 31 Jan 2011 | 07 May 2007 |
Fund Size | ₹28809.45 Cr | ₹74909.76 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.57
1.41
NAV
₹109.06
₹186.54
Fund Started
31 Jan 2011
07 May 2007
Fund Size
₹28809.45 Cr
₹74909.76 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 10.66% | 12.87% |
3 Year | 21.76% | 30.27% |
5 Year | 25.48% | 34.64% |
1 Year
10.66%
12.87%
3 Year
21.76%
30.27%
5 Year
25.48%
34.64%
Holding Analysis
Equity | 89.95% | 92.56% |
Cash | 0.64% | 7.44% |
Equity
89.95%
92.56%
Cash
0.64%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.16% |
The Indian Hotels Company Ltd. | 3.10% |
Coromandel International Ltd. | 2.99% |
Persistent Systems Ltd. | 2.59% |
Bharti Hexacom Ltd. | 2.41% |
Solar Industries India Ltd. | 2.31% |
JK Cement Ltd. | 2.16% |
The Federal Bank Ltd. | 2.16% |
Dixon Technologies (India) Ltd. | 2.02% |
Lupin Ltd. | 2.00% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.45% |
The Federal Bank Ltd. | 3.36% |
Balkrishna Industries Ltd. | 3.34% |
The Indian Hotels Company Ltd. | 3.31% |
Ipca Laboratories Ltd. | 3.01% |
Coforge Ltd. | 2.93% |
Hindustan Petroleum Corporation Ltd. | 2.81% |
Indian Bank | 2.78% |
Apollo Tyres Ltd. | 2.64% |
AU Small Finance Bank Ltd. | 2.58% |
Fund Manager
Name | Vinayak Jayanath | Chirag Setalvad |
Start Date | 17 Jan 2023 | 28 Jun 2014 |
Name
Vinayak Jayanath
Chirag Setalvad
Start Date
17 Jan 2023
28 Jun 2014
About Fund
Description | The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 31 Jan 2011 | 07 May 2007 |
Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
31 Jan 2011
07 May 2007