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Compare Edelweiss Mid Cap 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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.7 | 1.4 |
NAV | ₹97.84 | ₹188.04 |
Fund Started | 09 Nov 2007 | 07 May 2007 |
Fund Size | ₹9241.96 Cr | ₹74909.76 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.7
1.4
NAV
₹97.84
₹188.04
Fund Started
09 Nov 2007
07 May 2007
Fund Size
₹9241.96 Cr
₹74909.76 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 16.58% | 12.22% |
3 Year | 27.36% | 29.05% |
5 Year | 33.96% | 34.26% |
1 Year
16.58%
12.22%
3 Year
27.36%
29.05%
5 Year
33.96%
34.26%
Holding Analysis
Equity | 96.54% | 92.56% |
Cash | -0.46% | 7.44% |
Equity
96.54%
92.56%
Cash
-0.46%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 3.51% |
The Indian Hotels Company Ltd. | 3.19% |
Max Healthcare Institute Ltd. | 3.18% |
Marico Ltd. | 3.07% |
Solar Industries India Ltd. | 2.79% |
Persistent Systems Ltd. | 2.78% |
Coforge Ltd. | 2.51% |
Page Industries Ltd. | 2.44% |
Lupin Ltd. | 2.29% |
PB Fintech Ltd. | 2.29% |
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 | Sahil Shah | Chirag Setalvad |
Start Date | 24 Dec 2021 | 28 Jun 2014 |
Name
Sahil Shah
Chirag Setalvad
Start Date
24 Dec 2021
28 Jun 2014
About Fund
Description | The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 09 Nov 2007 | 07 May 2007 |
Description
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
09 Nov 2007
07 May 2007