- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
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 | 1.41 | 1.7 |
NAV | ₹185.23 | ₹61.54 |
Fund Started | 07 May 2007 | 11 Nov 2013 |
Fund Size | ₹74909.76 Cr | ₹10601.94 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
1.41
1.7
NAV
₹185.23
₹61.54
Fund Started
07 May 2007
11 Nov 2013
Fund Size
₹74909.76 Cr
₹10601.94 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 | 10.67% | 7.80% |
3 Year | 29.27% | 16.32% |
5 Year | 34.95% | 30.90% |
1 Year
10.67%
7.80%
3 Year
29.27%
16.32%
5 Year
34.95%
30.90%
Holding Analysis
Equity | 92.56% | 96.33% |
Cash | 7.44% | -0.11% |
Equity
92.56%
96.33%
Cash
7.44%
-0.11%
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 |
|---|---|
Solar Industries India Ltd. | 3.84% |
Max Healthcare Institute Ltd. | 3.65% |
Dixon Technologies (India) Ltd. | 3.59% |
JK Cement Ltd. | 2.64% |
Persistent Systems Ltd. | 2.61% |
Max Financial Services Ltd. | 2.37% |
HDFC Asset Management Company Ltd. | 2.20% |
The Indian Hotels Company Ltd. | 2.20% |
Mankind Pharma Ltd. | 2.15% |
Abbott India Ltd. | 2.10% |
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