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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 | 1.56 |
NAV | ₹18.50 | ₹103.40 |
Fund Started | 06 Apr 2023 | 03 Feb 2014 |
Fund Size | ₹374.75 Cr | ₹33053.13 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
1.56
NAV
₹18.50
₹103.40
Fund Started
06 Apr 2023
03 Feb 2014
Fund Size
₹374.75 Cr
₹33053.13 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 2.11% | 5.30% |
3 Year | - | 32.56% |
5 Year | - | 35.69% |
1 Year
2.11%
5.30%
3 Year
-
32.56%
5 Year
-
35.69%
Holding Analysis
Equity | 99.95% | 82.83% |
Cash | 0.05% | 17.17% |
Equity
99.95%
82.83%
Cash
0.05%
17.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 3.08% |
Max Healthcare Institute Ltd. | 2.59% |
Suzlon Energy Ltd. | 2.20% |
Persistent Systems Ltd. | 1.77% |
Coforge Ltd. | 1.75% |
PB Fintech Ltd. | 1.65% |
Dixon Technologies (India) Ltd. | 1.59% |
Indus Towers Ltd. | 1.52% |
HDFC Asset Management Company Ltd. | 1.44% |
The Federal Bank Ltd. | 1.43% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
Fund Manager
Name | Nirman S. Morakhia | Ajay Khandelwal |
Start Date | 15 Feb 2023 | 16 Dec 2021 |
Name
Nirman S. Morakhia
Ajay Khandelwal
Start Date
15 Feb 2023
16 Dec 2021
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