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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 | 1.39 |
NAV | ₹112.13 | ₹190.81 |
Fund Started | 31 Jan 2011 | 07 May 2007 |
Fund Size | ₹30501.51 Cr | ₹79717.67 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
1.39
NAV
₹112.13
₹190.81
Fund Started
31 Jan 2011
07 May 2007
Fund Size
₹30501.51 Cr
₹79717.67 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 | 3.83% | 6.39% |
3 Year | 24.34% | 32.75% |
5 Year | 25.00% | 33.16% |
1 Year
3.83%
6.39%
3 Year
24.34%
32.75%
5 Year
25.00%
33.16%
Holding Analysis
Equity | 94.15% | 91.72% |
Cash | 0.72% | 8.22% |
Equity
94.15%
91.72%
Cash
0.72%
8.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.08% |
Coromandel International Ltd. | 2.92% |
The Indian Hotels Company Ltd. | 2.75% |
Solar Industries India Ltd. | 2.60% |
Persistent Systems Ltd. | 2.59% |
Bharti Hexacom Ltd. | 2.47% |
JK Cement Ltd. | 2.20% |
The Federal Bank Ltd. | 2.09% |
Coforge Ltd. | 1.92% |
PI Industries Ltd. | 1.90% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.81% |
The Federal Bank Ltd. | 3.24% |
Coforge Ltd. | 3.22% |
Balkrishna Industries Ltd. | 2.94% |
Ipca Laboratories Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.86% |
Indian Bank | 2.85% |
AU Small Finance Bank Ltd. | 2.56% |
Apollo Tyres Ltd. | 2.47% |
The Indian Hotels Company Ltd. | 2.38% |
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