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Compare HDFC Mid Cap 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 | 1.36 | 1.54 |
NAV | ₹203.54 | ₹103.08 |
Fund Started | 07 May 2007 | 03 Feb 2014 |
Fund Size | ₹89383.23 Cr | ₹37500.86 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
1.36
1.54
NAV
₹203.54
₹103.08
Fund Started
07 May 2007
03 Feb 2014
Fund Size
₹89383.23 Cr
₹37500.86 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 8.53% | -1.72% |
3 Year | 25.77% | 26.15% |
5 Year | 28.66% | 31.59% |
1 Year
8.53%
-1.72%
3 Year
25.77%
26.15%
5 Year
28.66%
31.59%
Holding Analysis
Equity | 93.94% | 87.22% |
Cash | 6.06% | 12.77% |
Equity
93.94%
87.22%
Cash
6.06%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.46% |
AU Small Finance Bank Ltd. | 3.70% |
Indian Bank | 3.54% |
The Federal Bank Ltd. | 3.38% |
Balkrishna Industries Ltd. | 3.37% |
Fortis Healthcare Ltd. | 3.19% |
Coforge Ltd. | 3.11% |
Hindustan Petroleum Corporation Ltd. | 2.96% |
Glenmark Pharmaceuticals Ltd. | 2.67% |
Ipca Laboratories Ltd. | 2.52% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Fund Manager
Name | Chirag Setalvad | Ajay Khandelwal |
Start Date | 28 Jun 2014 | 25 Jul 2025 |
Name
Chirag Setalvad
Ajay Khandelwal
Start Date
28 Jun 2014
25 Jul 2025
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