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Compare Motilal Oswal Midcap Fund vs HDFC Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.55 | 1.37 |
NAV | ₹104.12 | ₹197.07 |
Fund Started | 03 Feb 2014 | 07 May 2007 |
Fund Size | ₹34748.89 Cr | ₹84854.73 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days.
| Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.55
1.37
NAV
₹104.12
₹197.07
Fund Started
03 Feb 2014
07 May 2007
Fund Size
₹34748.89 Cr
₹84854.73 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | -3.40% | 3.35% |
3 Year | 25.97% | 25.70% |
5 Year | 33.24% | 29.27% |
1 Year
-3.40%
3.35%
3 Year
25.97%
25.70%
5 Year
33.24%
29.27%
Holding Analysis
Equity | 91.01% | 93.60% |
Cash | 2.15% | 6.40% |
Equity
91.01%
93.60%
Cash
2.15%
6.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 9.57% |
Eternal Ltd. | 9.37% |
Coforge Ltd. | 9.04% |
Persistent Systems Ltd. | 8.33% |
One97 Communications Ltd. | 8.09% |
Kalyan Jewellers India Ltd. | 7.84% |
Trent Ltd. | 6.73% |
Polycab India Ltd. | 6.60% |
Kaynes Technology India Ltd. | 4.77% |
Kei Industries Ltd. | 4.68% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.76% |
Balkrishna Industries Ltd. | 3.54% |
Indian Bank | 3.26% |
Fortis Healthcare Ltd. | 3.18% |
AU Small Finance Bank Ltd. | 3.16% |
Coforge Ltd. | 2.93% |
The Federal Bank Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.90% |
Glenmark Pharmaceuticals Ltd. | 2.87% |
Ipca Laboratories Ltd. | 2.80% |
Fund Manager
Name | Ajay Khandelwal | Chirag Setalvad |
Start Date | 25 Jul 2025 | 28 Jun 2014 |
Name
Ajay Khandelwal
Chirag Setalvad
Start Date
25 Jul 2025
28 Jun 2014
About Fund
Description | 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. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 03 Feb 2014 | 07 May 2007 |
Description
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.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
03 Feb 2014
07 May 2007