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Compare HDFC Mid-Cap Opportunities Fund vs Quant Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 3.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.42 | 1.77 |
NAV | ₹179.60 | ₹208.42 |
Fund Started | 07 May 2007 | 12 Feb 2001 |
Fund Size | ₹72610.08 Cr | ₹8355.95 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 0.50% if redeemed within 3 months. |
Risk
Very High
Very High
Rating
5.0
3.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.42
1.77
NAV
₹179.60
₹208.42
Fund Started
07 May 2007
12 Feb 2001
Fund Size
₹72610.08 Cr
₹8355.95 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 0.50% if redeemed within 3 months.
Returns
1 Year | 9.39% | -7.62% |
3 Year | 26.15% | 20.19% |
5 Year | 33.72% | 33.41% |
1 Year
9.39%
-7.62%
3 Year
26.15%
20.19%
5 Year
33.72%
33.41%
Holding Analysis
Equity | 93.02% | 91.00% |
Cash | 6.98% | 5.75% |
Equity
93.02%
91.00%
Cash
6.98%
5.75%
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 |
|---|---|
Reliance Industries Ltd. | 9.95% |
Aurobindo Pharma Ltd. | 8.29% |
IRB Infrastructure Developers Ltd. | 6.91% |
Container Corporation Of India Ltd. | 6.77% |
Marico Ltd. | 6.24% |
Tata Communications Ltd. | 5.74% |
Lloyds Metals & Energy Ltd. | 5.66% |
ITC Ltd. | 4.80% |
Linde India Ltd. | 3.59% |
Bharat Forge Ltd. | 3.34% |
Fund Manager
Name | Chirag Setalvad | Ankit A Pande |
Start Date | 28 Jun 2014 | 22 Aug 2023 |
Name
Chirag Setalvad
Ankit A Pande
Start Date
28 Jun 2014
22 Aug 2023
About Fund
Description | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. | The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. |
Launch Date | 07 May 2007 | 12 Feb 2001 |
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Launch Date
07 May 2007
12 Feb 2001