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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 | 1.39 | 1.7 |
NAV | ₹189.94 | ₹63.93 |
Fund Started | 07 May 2007 | 11 Nov 2013 |
Fund Size | ₹79717.67 Cr | ₹11051.86 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
1.39
1.7
NAV
₹189.94
₹63.93
Fund Started
07 May 2007
11 Nov 2013
Fund Size
₹79717.67 Cr
₹11051.86 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 | 7.30% | 5.18% |
3 Year | 31.80% | 18.59% |
5 Year | 33.12% | 29.54% |
1 Year
7.30%
5.18%
3 Year
31.80%
18.59%
5 Year
33.12%
29.54%
Holding Analysis
Equity | 91.72% | 97.16% |
Cash | 8.22% | -0.17% |
Equity
91.72%
97.16%
Cash
8.22%
-0.17%
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 |
|---|---|
Solar Industries India Ltd. | 4.50% |
Max Healthcare Institute Ltd. | 3.59% |
Dixon Technologies (India) Ltd. | 3.08% |
JK Cement Ltd. | 2.73% |
Persistent Systems Ltd. | 2.65% |
Max Financial Services Ltd. | 2.61% |
HDFC Asset Management Company Ltd. | 2.30% |
UNO Minda Ltd. | 2.22% |
Mankind Pharma Ltd. | 2.06% |
The Indian Hotels Company Ltd. | 2.06% |
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