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Compare HDFC Mid-Cap Opportunities Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.38 | 1.56 |
NAV | ₹191.82 | ₹102.77 |
Fund Started | 07 May 2007 | 03 Feb 2014 |
Fund Size | ₹84061.43 Cr | ₹33608.53 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.38
1.56
NAV
₹191.82
₹102.77
Fund Started
07 May 2007
03 Feb 2014
Fund Size
₹84061.43 Cr
₹33608.53 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 5.49% | 6.35% |
3 Year | 26.53% | 28.91% |
5 Year | 30.67% | 34.52% |
1 Year
5.49%
6.35%
3 Year
26.53%
28.91%
5 Year
30.67%
34.52%
Holding Analysis
Equity | 92.85% | 82.83% |
Cash | 7.15% | 17.17% |
Equity
92.85%
82.83%
Cash
7.15%
17.17%
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 |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
Fund Manager
Name | Chirag Setalvad | Ajay Khandelwal |
Start Date | 28 Jun 2014 | 16 Dec 2021 |
Name
Chirag Setalvad
Ajay Khandelwal
Start Date
28 Jun 2014
16 Dec 2021
About Fund
Description | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 07 May 2007 | 03 Feb 2014 |
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
07 May 2007
03 Feb 2014
