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Compare Motilal Oswal 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 | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.56 | 1.39 |
NAV | ₹100.06 | ₹189.94 |
Fund Started | 03 Feb 2014 | 07 May 2007 |
Fund Size | ₹30401.09 Cr | ₹79717.67 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
1.56
1.39
NAV
₹100.06
₹189.94
Fund Started
03 Feb 2014
07 May 2007
Fund Size
₹30401.09 Cr
₹79717.67 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 10.77% | 7.30% |
3 Year | 35.19% | 31.80% |
5 Year | 36.55% | 33.12% |
1 Year
10.77%
7.30%
3 Year
35.19%
31.80%
5 Year
36.55%
33.12%
Holding Analysis
Equity | 67.90% | 92.56% |
Cash | 15.69% | 7.44% |
Equity
67.90%
92.56%
Cash
15.69%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Coforge Ltd. | 9.47% |
Kalyan Jewellers India Ltd. | 8.09% |
Polycab India Ltd. | 4.97% |
Dixon Technologies (India) Ltd. | 4.35% |
Trent Ltd. | 3.98% |
Bharti Hexacom Ltd. | 3.95% |
Max Healthcare Institute Ltd. | 3.94% |
One97 Communications Ltd. | 3.86% |
Kei Industries Ltd. | 2.98% |
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 | Ajay Khandelwal | Chirag Setalvad |
Start Date | 16 Dec 2021 | 28 Jun 2014 |
Name
Ajay Khandelwal
Chirag Setalvad
Start Date
16 Dec 2021
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