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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 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.72 | 1.39 |
NAV | ₹413.85 | ₹193.75 |
Fund Started | 25 Jun 2004 | 07 May 2007 |
Fund Size | ₹11912.38 Cr | ₹76060.89 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
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.72
1.39
NAV
₹413.85
₹193.75
Fund Started
25 Jun 2004
07 May 2007
Fund Size
₹11912.38 Cr
₹76060.89 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 | 45.87% | 34.66% |
3 Year | 25.51% | 28.05% |
5 Year | 25.90% | 29.82% |
1 Year
45.87%
34.66%
3 Year
25.51%
28.05%
5 Year
25.90%
29.82%
Holding Analysis
Equity | 98.43% | 92.10% |
Cash | 1.57% | 7.90% |
Equity
98.43%
92.10%
Cash
1.57%
7.90%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Suzlon Energy Ltd. | 5.14% |
CG Power and Industrial Solutions Ltd. | 4.32% |
Trent Ltd. | 3.85% |
Dixon Technologies (India) Ltd. | 3.64% |
JSW Energy Ltd. | 3.63% |
HDFC Asset Management Company Ltd. | 3.52% |
PB Fintech Ltd. | 3.40% |
Zomato Ltd. | 3.01% |
Cummins India Ltd. | 2.89% |
Godrej Properties Ltd. | 2.87% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.14% |
The Indian Hotels Company Ltd. | 3.84% |
The Federal Bank Ltd. | 3.42% |
Ipca Laboratories Ltd. | 3.35% |
Coforge Ltd. | 3.15% |
Balkrishna Industries Ltd. | 2.97% |
Indian Bank | 2.87% |
Apollo Tyres Ltd. | 2.82% |
Hindustan Petroleum Corporation Ltd. | 2.65% |
Persistent Systems Ltd. | 2.57% |
Fund Manager
Name | Sonal Gupta | Chirag Setalvad |
Start Date | 01 Apr 2024 | 28 Jun 2014 |
Name
Sonal Gupta
Chirag Setalvad
Start Date
01 Apr 2024
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
