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Compare HDFC Mid-Cap Opportunities Fund vs Invesco India Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.38 | 1.74 |
NAV | ₹189.41 | ₹176.71 |
Fund Started | 07 May 2007 | 15 Feb 2007 |
Fund Size | ₹83847.39 Cr | ₹7816.35 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.38
1.74
NAV
₹189.41
₹176.71
Fund Started
07 May 2007
15 Feb 2007
Fund Size
₹83847.39 Cr
₹7816.35 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | 3.14% | 14.66% |
3 Year | 25.84% | 27.37% |
5 Year | 29.77% | 28.41% |
1 Year
3.14%
14.66%
3 Year
25.84%
27.37%
5 Year
29.77%
28.41%
Holding Analysis
Equity | 92.85% | 99.06% |
Cash | 7.15% | 0.94% |
Equity
92.85%
99.06%
Cash
7.15%
0.94%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 5.02% |
Coforge Ltd. | 3.44% |
The Federal Bank Ltd. | 3.24% |
AU Small Finance Bank Ltd. | 2.97% |
Hindustan Petroleum Corporation Ltd. | 2.89% |
Indian Bank | 2.82% |
Ipca Laboratories Ltd. | 2.80% |
Balkrishna Industries Ltd. | 2.76% |
Fortis Healthcare Ltd. | 2.41% |
Persistent Systems Ltd. | 2.40% |
Name | Assets |
|---|---|
BSE Ltd. | 5.68% |
L&T Finance Ltd. | 4.69% |
Prestige Estates Projects Ltd. | 4.55% |
Swiggy Ltd. | 4.22% |
Max Financial Services Ltd. | 4.10% |
Glenmark Pharmaceuticals Ltd. | 3.97% |
Max Healthcare Institute Ltd. | 3.87% |
The Federal Bank Ltd. | 3.86% |
Trent Ltd. | 3.70% |
JK Cement Ltd. | 3.58% |
Fund Manager
Name | Chirag Setalvad | Amit Ganatra |
Start Date | 28 Jun 2014 | 01 Sep 2022 |
Name
Chirag Setalvad
Amit Ganatra
Start Date
28 Jun 2014
01 Sep 2022
About Fund
Description | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. | The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies |
Launch Date | 07 May 2007 | 15 Feb 2007 |
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Launch Date
07 May 2007
15 Feb 2007
