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Compare Baroda BNP Paribas 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 | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.02 | 1.42 |
NAV | ₹92.92 | ₹176.40 |
Fund Started | 13 Mar 2006 | 07 May 2007 |
Fund Size | ₹1981.66 Cr | ₹72610.08 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
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.02
1.42
NAV
₹92.92
₹176.40
Fund Started
13 Mar 2006
07 May 2007
Fund Size
₹1981.66 Cr
₹72610.08 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 | 4.59% | 9.06% |
3 Year | 18.83% | 26.20% |
5 Year | 28.08% | 33.41% |
1 Year
4.59%
9.06%
3 Year
18.83%
26.20%
5 Year
28.08%
33.41%
Holding Analysis
Equity | 94.40% | 93.02% |
Cash | -0.01% | 6.98% |
Equity
94.40%
93.02%
Cash
-0.01%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
PB Fintech Ltd. | 3.21% |
The Indian Hotels Company Ltd. | 2.78% |
Hitachi Energy India Ltd. | 2.76% |
The Phoenix Mills Ltd. | 2.70% |
The Federal Bank Ltd. | 2.43% |
Persistent Systems Ltd. | 2.23% |
Lupin Ltd. | 2.20% |
Indian Bank | 2.19% |
Navin Fluorine International Ltd. | 2.12% |
Ipca Laboratories Ltd. | 2.12% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
Fund Manager
Name | Miten Vora | Chirag Setalvad |
Start Date | 01 Dec 2022 | 28 Jun 2014 |
Name
Miten Vora
Chirag Setalvad
Start Date
01 Dec 2022
28 Jun 2014
About Fund
Description | The Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 13 Mar 2006 | 07 May 2007 |
Description
The Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
13 Mar 2006
07 May 2007