Products
Platform
Research
Market
Learn
Compare Motilal Oswal Nifty Midcap 150 Index 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 | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1 | 1.37 |
NAV | ₹37.59 | ₹197.07 |
Fund Started | 19 Aug 2019 | 07 May 2007 |
Fund Size | ₹2630.75 Cr | ₹84854.73 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | 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
1.37
NAV
₹37.59
₹197.07
Fund Started
19 Aug 2019
07 May 2007
Fund Size
₹2630.75 Cr
₹84854.73 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | -1.01% | 3.35% |
3 Year | 22.16% | 25.70% |
5 Year | 26.71% | 29.27% |
1 Year
-1.01%
3.35%
3 Year
22.16%
25.70%
5 Year
26.71%
29.27%
Holding Analysis
Equity | 100.04% | 93.60% |
Cash | -0.68% | 6.40% |
Equity
100.04%
93.60%
Cash
-0.68%
6.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 2.31% |
Hero Motocorp Ltd. | 1.97% |
Dixon Technologies (India) Ltd. | 1.86% |
Suzlon Energy Ltd. | 1.85% |
PB Fintech Ltd. | 1.59% |
HDFC Asset Management Company Ltd. | 1.56% |
Coforge Ltd. | 1.48% |
Cummins India Ltd. | 1.47% |
Persistent Systems Ltd. | 1.44% |
Fortis Healthcare Ltd. | 1.40% |
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 | Swapnil P Mayekar | Chirag Setalvad |
Start Date | 05 Jun 2025 | 28 Jun 2014 |
Name
Swapnil P Mayekar
Chirag Setalvad
Start Date
05 Jun 2025
28 Jun 2014
About Fund
Description | The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 19 Aug 2019 | 07 May 2007 |
Description
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
19 Aug 2019
07 May 2007