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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 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.57 | 1.39 |
NAV | ₹114.52 | ₹194.38 |
Fund Started | 31 Jan 2011 | 07 May 2007 |
Fund Size | ₹30329.59 Cr | ₹76060.89 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
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.57
1.39
NAV
₹114.52
₹194.38
Fund Started
31 Jan 2011
07 May 2007
Fund Size
₹30329.59 Cr
₹76060.89 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 | 36.99% | 34.99% |
3 Year | 17.50% | 28.07% |
5 Year | 24.02% | 30.15% |
1 Year
36.99%
34.99%
3 Year
17.50%
28.07%
5 Year
24.02%
30.15%
Holding Analysis
Equity | 94.50% | 91.77% |
Cash | 0.84% | 8.23% |
Equity
94.50%
91.77%
Cash
0.84%
8.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 3.64% |
The Indian Hotels Company Ltd. | 2.80% |
Fortis Healthcare Ltd. | 2.77% |
Persistent Systems Ltd. | 2.69% |
Sona BLW Precision Forgings Ltd. | 2.26% |
PI Industries Ltd. | 2.24% |
Cummins India Ltd. | 2.18% |
Coromandel International Ltd. | 2.17% |
Supreme Industries Ltd. | 2.12% |
Cholamandalam Investment and Finance Company Ltd. | 2.00% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
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
