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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 | 1.42 | 1.71 |
NAV | ₹178.58 | ₹60.04 |
Fund Started | 07 May 2007 | 11 Nov 2013 |
Fund Size | ₹72610.08 Cr | ₹10302.07 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
1.42
1.71
NAV
₹178.58
₹60.04
Fund Started
07 May 2007
11 Nov 2013
Fund Size
₹72610.08 Cr
₹10302.07 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 | 9.72% | 7.95% |
3 Year | 24.62% | 13.23% |
5 Year | 32.69% | 29.57% |
1 Year
9.72%
7.95%
3 Year
24.62%
13.23%
5 Year
32.69%
29.57%
Holding Analysis
Equity | 93.02% | 96.23% |
Cash | 6.98% | -0.19% |
Equity
93.02%
96.23%
Cash
6.98%
-0.19%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 3.75% |
Solar Industries India Ltd. | 3.37% |
Dixon Technologies (India) Ltd. | 2.96% |
Persistent Systems Ltd. | 2.78% |
JK Cement Ltd. | 2.62% |
The Indian Hotels Company Ltd. | 2.26% |
Abbott India Ltd. | 2.22% |
Mankind Pharma Ltd. | 2.17% |
Max Financial Services Ltd. | 2.14% |
Varun Beverages Ltd. | 2.13% |
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