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Compare Motilal Oswal Nifty Midcap 150 Index 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 | 1.4 |
NAV | ₹36.12 | ₹187.87 |
Fund Started | 19 Aug 2019 | 07 May 2007 |
Fund Size | ₹2126.13 Cr | ₹74909.76 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
1.4
NAV
₹36.12
₹187.87
Fund Started
19 Aug 2019
07 May 2007
Fund Size
₹2126.13 Cr
₹74909.76 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 6.37% | 10.35% |
3 Year | 25.67% | 29.88% |
5 Year | 33.15% | 35.19% |
1 Year
6.37%
10.35%
3 Year
25.67%
29.88%
5 Year
33.15%
35.19%
Holding Analysis
Equity | 99.97% | 92.56% |
Cash | -0.06% | 7.44% |
Equity
99.97%
92.56%
Cash
-0.06%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 2.63% |
Max Healthcare Institute Ltd. | 2.49% |
Suzlon Energy Ltd. | 2.04% |
Dixon Technologies (India) Ltd. | 1.93% |
Persistent Systems Ltd. | 1.73% |
Indus Towers Ltd. | 1.64% |
PB Fintech Ltd. | 1.64% |
Lupin Ltd. | 1.54% |
Coforge Ltd. | 1.48% |
The Federal Bank Ltd. | 1.47% |
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 | Swapnil P Mayekar | Chirag Setalvad |
Start Date | 14 Jul 2022 | 28 Jun 2014 |
Name
Swapnil P Mayekar
Chirag Setalvad
Start Date
14 Jul 2022
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