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Compare HDFC Mid-Cap Opportunities Fund vs PGIM India Midcap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 2.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.37 | 1.69 |
NAV | ₹194.57 | ₹65.76 |
Fund Started | 07 May 2007 | 11 Nov 2013 |
Fund Size | ₹83104.83 Cr | ₹11400.29 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 0.5%, if redeemed within 90 days. |
Risk
Very High
Very High
Rating
5.0
2.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.37
1.69
NAV
₹194.57
₹65.76
Fund Started
07 May 2007
11 Nov 2013
Fund Size
₹83104.83 Cr
₹11400.29 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 0.5%, if redeemed within 90 days.
Returns
1 Year | -0.38% | -2.38% |
3 Year | 25.22% | 13.56% |
5 Year | 30.23% | 25.22% |
1 Year
-0.38%
-2.38%
3 Year
25.22%
13.56%
5 Year
30.23%
25.22%
Holding Analysis
Equity | 93.02% | 95.95% |
Cash | 6.98% | 0.33% |
Equity
93.02%
95.95%
Cash
6.98%
0.33%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.94% |
Balkrishna Industries Ltd. | 3.59% |
Coforge Ltd. | 3.20% |
AU Small Finance Bank Ltd. | 3.04% |
Fortis Healthcare Ltd. | 2.96% |
The Federal Bank Ltd. | 2.95% |
Ipca Laboratories Ltd. | 2.94% |
Indian Bank | 2.90% |
Glenmark Pharmaceuticals Ltd. | 2.87% |
Vishal Mega Mart Ltd. | 2.71% |
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 3.57% |
JK Cement Ltd. | 3.34% |
Solar Industries India Ltd. | 2.96% |
Max Financial Services Ltd. | 2.80% |
HDFC Asset Management Company Ltd. | 2.77% |
UNO Minda Ltd. | 2.73% |
Vishal Mega Mart Ltd. | 2.69% |
Bharti Hexacom Ltd. | 2.65% |
Eternal Ltd. | 2.51% |
Muthoot Finance Ltd. | 2.50% |
Fund Manager
Name | Chirag Setalvad | Vivek Sharma |
Start Date | 28 Jun 2014 | 15 Feb 2025 |
Name
Chirag Setalvad
Vivek Sharma
Start Date
28 Jun 2014
15 Feb 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 predominantly investing in equity & equity related instruments of mid cap companies. |
Launch Date | 07 May 2007 | 11 Nov 2013 |
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 predominantly investing in equity & equity related instruments of mid cap companies.
Launch Date
07 May 2007
11 Nov 2013
