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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 | 1.39 | 1.74 |
NAV | ₹191.93 | ₹217.55 |
Fund Started | 07 May 2007 | 12 Feb 2001 |
Fund Size | ₹79717.67 Cr | ₹9031.52 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
1.39
1.74
NAV
₹191.93
₹217.55
Fund Started
07 May 2007
12 Feb 2001
Fund Size
₹79717.67 Cr
₹9031.52 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 | 7.09% | -11.12% |
3 Year | 32.03% | 24.59% |
5 Year | 32.05% | 31.30% |
1 Year
7.09%
-11.12%
3 Year
32.03%
24.59%
5 Year
32.05%
31.30%
Holding Analysis
Equity | 91.78% | 91.02% |
Cash | 8.22% | 5.73% |
Equity
91.78%
91.02%
Cash
8.22%
5.73%
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 |
|---|---|
Reliance Industries Ltd. | 9.86% |
Aurobindo Pharma Ltd. | 7.59% |
IRB Infrastructure Developers Ltd. | 7.25% |
Marico Ltd. | 6.55% |
Tata Communications Ltd. | 6.43% |
Lloyds Metals & Energy Ltd. | 5.66% |
Lupin Ltd. | 5.15% |
GMR Airports Ltd. | 3.99% |
Linde India Ltd. | 3.98% |
Bharat Forge Ltd. | 3.28% |
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