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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 | 1.39 | 1.56 |
NAV | ₹194.25 | ₹103.30 |
Fund Started | 07 May 2007 | 03 Feb 2014 |
Fund Size | ₹79717.67 Cr | ₹30401.09 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
1.39
1.56
NAV
₹194.25
₹103.30
Fund Started
07 May 2007
03 Feb 2014
Fund Size
₹79717.67 Cr
₹30401.09 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 8.91% | 10.02% |
3 Year | 32.49% | 35.32% |
5 Year | 32.02% | 36.22% |
1 Year
8.91%
10.02%
3 Year
32.49%
35.32%
5 Year
32.02%
36.22%
Holding Analysis
Equity | 91.78% | 68.82% |
Cash | 8.22% | 31.18% |
Equity
91.78%
68.82%
Cash
8.22%
31.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
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% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.74% |
Kalyan Jewellers India Ltd. | 8.02% |
Polycab India Ltd. | 4.93% |
Bharti Hexacom Ltd. | 4.06% |
Dixon Technologies (India) Ltd. | 4.04% |
Trent Ltd. | 3.98% |
One97 Communications Ltd. | 3.78% |
Max Healthcare Institute Ltd. | 3.69% |
Kei Industries Ltd. | 3.27% |
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