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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 | 1.39 | 1.79 |
NAV | ₹190.62 | ₹174.23 |
Fund Started | 07 May 2007 | 15 Feb 2007 |
Fund Size | ₹79717.67 Cr | ₹6641.11 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
1.39
1.79
NAV
₹190.62
₹174.23
Fund Started
07 May 2007
15 Feb 2007
Fund Size
₹79717.67 Cr
₹6641.11 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 | 8.79% | 17.98% |
3 Year | 30.58% | 30.27% |
5 Year | 33.24% | 30.52% |
1 Year
8.79%
17.98%
3 Year
30.58%
30.27%
5 Year
33.24%
30.52%
Holding Analysis
Equity | 92.56% | 99.94% |
Cash | 7.44% | 0.06% |
Equity
92.56%
99.94%
Cash
7.44%
0.06%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.45% |
The Federal Bank Ltd. | 3.36% |
Balkrishna Industries Ltd. | 3.34% |
The Indian Hotels Company Ltd. | 3.31% |
Ipca Laboratories Ltd. | 3.01% |
Coforge Ltd. | 2.93% |
Hindustan Petroleum Corporation Ltd. | 2.81% |
Indian Bank | 2.78% |
Apollo Tyres Ltd. | 2.64% |
AU Small Finance Bank Ltd. | 2.58% |
Name | Assets |
|---|---|
BSE Ltd. | 5.33% |
L&T Finance Ltd. | 4.58% |
Prestige Estates Projects Ltd. | 4.31% |
Dixon Technologies (India) Ltd. | 4.23% |
Max Healthcare Institute Ltd. | 4.08% |
The Federal Bank Ltd. | 4.07% |
Trent Ltd. | 3.77% |
JK Cement Ltd. | 3.65% |
Max Financial Services Ltd. | 3.63% |
HDFC Asset Management Company Ltd. | 3.18% |
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