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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
4.0
3.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.39
1.7
NAV
₹193.75
₹65.43
Fund Started
07 May 2007
11 Nov 2013
Fund Size
₹76060.89 Cr
₹10942.72 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

4.0
3.0

Min SIP Amount

₹100
₹1000

Expense Ratio

1.39
1.7

NAV

₹193.75
₹65.43

Fund Started

07 May 2007
11 Nov 2013

Fund Size

₹76060.89 Cr
₹10942.72 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
34.66%
26.15%
3 Year
28.05%
14.50%
5 Year
29.82%
29.92%

1 Year

34.66%
26.15%

3 Year

28.05%
14.50%

5 Year

29.82%
29.92%

Holding Analysis

Equity
92.10%
96.85%
Cash
7.90%
-0.08%

Equity

92.10%
96.85%

Cash

7.90%
-0.08%

Top Holdings

Top 10 Holdings
Name
Assets
Max Financial Services Ltd.
4.14%
The Indian Hotels Company Ltd.
3.84%
The Federal Bank Ltd.
3.42%
Ipca Laboratories Ltd.
3.35%
Coforge Ltd.
3.15%
Balkrishna Industries Ltd.
2.97%
Indian Bank
2.87%
Apollo Tyres Ltd.
2.82%
Hindustan Petroleum Corporation Ltd.
2.65%
Persistent Systems Ltd.
2.57%
Name
Assets
Dixon Technologies (India) Ltd.
3.75%
Max Healthcare Institute Ltd.
3.28%
Persistent Systems Ltd.
2.99%
UNO Minda Ltd.
2.68%
Info Edge (India) Ltd.
2.27%
Max Financial Services Ltd.
2.25%
Solar Industries India Ltd.
2.21%
HDFC Asset Management Company Ltd.
2.09%
The Phoenix Mills Ltd.
2.05%
Bajaj Finance Ltd.
1.99%

Top 10 Holdings

Name
Assets
Max Financial Services Ltd.
4.14%
The Indian Hotels Company Ltd.
3.84%
The Federal Bank Ltd.
3.42%
Ipca Laboratories Ltd.
3.35%
Coforge Ltd.
3.15%
Balkrishna Industries Ltd.
2.97%
Indian Bank
2.87%
Apollo Tyres Ltd.
2.82%
Hindustan Petroleum Corporation Ltd.
2.65%
Persistent Systems Ltd.
2.57%
Name
Assets
Dixon Technologies (India) Ltd.
3.75%
Max Healthcare Institute Ltd.
3.28%
Persistent Systems Ltd.
2.99%
UNO Minda Ltd.
2.68%
Info Edge (India) Ltd.
2.27%
Max Financial Services Ltd.
2.25%
Solar Industries India Ltd.
2.21%
HDFC Asset Management Company Ltd.
2.09%
The Phoenix Mills Ltd.
2.05%
Bajaj Finance Ltd.
1.99%

Fund Manager

Name
Chirag Setalvad
Vivek Sharma
Start Date
28 Jun 2014
15 Apr 2024

Name

Chirag Setalvad
Vivek Sharma

Start Date

28 Jun 2014
15 Apr 2024

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