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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 | 1.74 | 1.42 |
NAV | ₹355.36 | ₹179.37 |
Fund Started | 25 Jun 2004 | 07 May 2007 |
Fund Size | ₹10361.74 Cr | ₹72610.08 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
1.74
1.42
NAV
₹355.36
₹179.37
Fund Started
25 Jun 2004
07 May 2007
Fund Size
₹10361.74 Cr
₹72610.08 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 | 9.57% | 12.31% |
3 Year | 20.07% | 24.51% |
5 Year | 26.74% | 33.43% |
1 Year
9.57%
12.31%
3 Year
20.07%
24.51%
5 Year
26.74%
33.43%
Holding Analysis
Equity | 98.67% | 93.02% |
Cash | 1.36% | 6.98% |
Equity
98.67%
93.02%
Cash
1.36%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 4.61% |
Persistent Systems Ltd. | 4.40% |
BSE Ltd. | 4.23% |
Dixon Technologies (India) Ltd. | 3.88% |
The Indian Hotels Company Ltd. | 3.63% |
Trent Ltd. | 3.50% |
The Federal Bank Ltd. | 3.50% |
Lupin Ltd. | 3.44% |
Coforge Ltd. | 3.44% |
Eternal Ltd. | 3.43% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
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