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Compare HDFC Mid-Cap Opportunities Fund vs ITI Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 3.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.39 | 2.09 |
NAV | ₹194.04 | ₹21.89 |
Fund Started | 07 May 2007 | 15 Feb 2021 |
Fund Size | ₹76060.89 Cr | ₹1133.44 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1% if redeemed within 12 months. |
Risk
Very High
Very High
Rating
4.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.39
2.09
NAV
₹194.04
₹21.89
Fund Started
07 May 2007
15 Feb 2021
Fund Size
₹76060.89 Cr
₹1133.44 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1% if redeemed within 12 months.
Returns
1 Year | 33.33% | 37.79% |
3 Year | 27.95% | 22.81% |
5 Year | 29.64% | - |
1 Year
33.33%
37.79%
3 Year
27.95%
22.81%
5 Year
29.64%
-
Holding Analysis
Equity | 91.77% | 96.08% |
Cash | 8.23% | 3.92% |
Equity
91.77%
96.08%
Cash
8.23%
3.92%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
Name | Assets |
|---|---|
Lupin Ltd. | 2.86% |
Solar Industries India Ltd. | 2.51% |
Mphasis Ltd. | 2.34% |
The Phoenix Mills Ltd. | 2.18% |
Persistent Systems Ltd. | 2.09% |
Suzlon Energy Ltd. | 2.03% |
National Aluminium Company Ltd. | 2.01% |
Aurobindo Pharma Ltd. | 1.91% |
SJVN Ltd. | 1.90% |
Syngene International Ltd. | 1.86% |
Fund Manager
Name | Chirag Setalvad | Dhimant Shah |
Start Date | 28 Jun 2014 | 08 Aug 2022 |
Name
Chirag Setalvad
Dhimant Shah
Start Date
28 Jun 2014
08 Aug 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 seek to generate long term capital appreciation by predominantly investing in equity and equity related securities of mid cap stocks. |
Launch Date | 07 May 2007 | 15 Feb 2021 |
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
The scheme seeks to seek to generate long term capital appreciation by predominantly investing in equity and equity related securities of mid cap stocks.
Launch Date
07 May 2007
15 Feb 2021
