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Compare HDFC NIFTY Midcap 150 Index Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 0.83 | 1.55 |
NAV | ₹18.27 | ₹104.12 |
Fund Started | 06 Apr 2023 | 03 Feb 2014 |
Fund Size | ₹406.30 Cr | ₹34748.89 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
0.83
1.55
NAV
₹18.27
₹104.12
Fund Started
06 Apr 2023
03 Feb 2014
Fund Size
₹406.30 Cr
₹34748.89 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -1.02% | -3.40% |
3 Year | - | 25.97% |
5 Year | - | 33.24% |
1 Year
-1.02%
-3.40%
3 Year
-
25.97%
5 Year
-
33.24%
Holding Analysis
Equity | 100.11% | 91.01% |
Cash | -0.11% | 2.15% |
Equity
100.11%
91.01%
Cash
-0.11%
2.15%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 2.31% |
Hero Motocorp Ltd. | 1.97% |
Dixon Technologies (India) Ltd. | 1.86% |
Suzlon Energy Ltd. | 1.85% |
PB Fintech Ltd. | 1.59% |
HDFC Asset Management Company Ltd. | 1.56% |
Coforge Ltd. | 1.48% |
Cummins India Ltd. | 1.47% |
Persistent Systems Ltd. | 1.44% |
Fortis Healthcare Ltd. | 1.40% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 9.57% |
Eternal Ltd. | 9.37% |
Coforge Ltd. | 9.04% |
Persistent Systems Ltd. | 8.33% |
One97 Communications Ltd. | 8.09% |
Kalyan Jewellers India Ltd. | 7.84% |
Trent Ltd. | 6.73% |
Polycab India Ltd. | 6.60% |
Kaynes Technology India Ltd. | 4.77% |
Kei Industries Ltd. | 4.68% |
Fund Manager
Name | Nirman S. Morakhia | Ajay Khandelwal |
Start Date | 07 Mar 2025 | 25 Jul 2025 |
Name
Nirman S. Morakhia
Ajay Khandelwal
Start Date
07 Mar 2025
25 Jul 2025
About Fund
Description | The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index, subject to tracking error. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 06 Apr 2023 | 03 Feb 2014 |
Description
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Midcap 150 Index, subject to tracking error.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
06 Apr 2023
03 Feb 2014