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Compare HSBC Midcap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.73 | 1.41 |
NAV | ₹370.56 | ₹186.54 |
Fund Started | 25 Jun 2004 | 07 May 2007 |
Fund Size | ₹10724.08 Cr | ₹74909.76 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.73
1.41
NAV
₹370.56
₹186.54
Fund Started
25 Jun 2004
07 May 2007
Fund Size
₹10724.08 Cr
₹74909.76 Cr
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 9.10% | 12.87% |
3 Year | 25.67% | 30.27% |
5 Year | 27.85% | 34.64% |
1 Year
9.10%
12.87%
3 Year
25.67%
30.27%
5 Year
27.85%
34.64%
Holding Analysis
Equity | 98.84% | 92.56% |
Cash | 1.19% | 7.44% |
Equity
98.84%
92.56%
Cash
1.19%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 4.75% |
Dixon Technologies (India) Ltd. | 4.68% |
Max Healthcare Institute Ltd. | 4.46% |
Eternal Ltd. | 3.82% |
Persistent Systems Ltd. | 3.61% |
Lupin Ltd. | 3.43% |
Trent Ltd. | 3.29% |
The Indian Hotels Company Ltd. | 3.22% |
The Federal Bank Ltd. | 3.20% |
Hitachi Energy India Ltd. | 3.08% |
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% |
Fund Manager
Name | Sonal Gupta | Chirag Setalvad |
Start Date | 31 Dec 2023 | 28 Jun 2014 |
Name
Sonal Gupta
Chirag Setalvad
Start Date
31 Dec 2023
28 Jun 2014
About Fund
Description | The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 25 Jun 2004 | 07 May 2007 |
Description
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
25 Jun 2004
07 May 2007
