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Compare LIC MF 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 | 2.0 | 5.0 |
Min SIP Amount | ₹200 | ₹100 |
Expense Ratio | 2.48 | 1.41 |
NAV | ₹27.71 | ₹181.83 |
Fund Started | 05 Jan 2017 | 07 May 2007 |
Fund Size | ₹306.30 Cr | ₹74909.76 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹200
₹100
Expense Ratio
2.48
1.41
NAV
₹27.71
₹181.83
Fund Started
05 Jan 2017
07 May 2007
Fund Size
₹306.30 Cr
₹74909.76 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 11.19% | 13.03% |
3 Year | 23.58% | 30.04% |
5 Year | 27.48% | 34.14% |
1 Year
11.19%
13.03%
3 Year
23.58%
30.04%
5 Year
27.48%
34.14%
Holding Analysis
Equity | 98.18% | 92.56% |
Cash | 1.82% | 7.44% |
Equity
98.18%
92.56%
Cash
1.82%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Shakti Pumps (India) Ltd. | 3.95% |
UNO Minda Ltd. | 3.09% |
The Federal Bank Ltd. | 2.89% |
SRF Ltd. | 2.77% |
Trent Ltd. | 2.74% |
Bharat Electronics Ltd. | 2.60% |
The Indian Hotels Company Ltd. | 2.51% |
Coromandel International Ltd. | 2.30% |
Alkem Laboratories Ltd. | 2.17% |
Manorama Industries Ltd. | 2.05% |
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 | Dikshit Mittal | Chirag Setalvad |
Start Date | 01 Dec 2022 | 28 Jun 2014 |
Name
Dikshit Mittal
Chirag Setalvad
Start Date
01 Dec 2022
28 Jun 2014
About Fund
Description | The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 05 Jan 2017 | 07 May 2007 |
Description
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
05 Jan 2017
07 May 2007