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Compare Quant Mid Cap 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 | ₹1000 | ₹100 |
Expense Ratio | 1.75 | 1.42 |
NAV | ₹206.50 | ₹176.40 |
Fund Started | 12 Feb 2001 | 07 May 2007 |
Fund Size | ₹8775.83 Cr | ₹72610.08 Cr |
Exit Load | Exit load of 0.50% if redeemed within 3 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.75
1.42
NAV
₹206.50
₹176.40
Fund Started
12 Feb 2001
07 May 2007
Fund Size
₹8775.83 Cr
₹72610.08 Cr
Exit Load
Exit load of 0.50% if redeemed within 3 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | -8.04% | 9.06% |
3 Year | 19.41% | 26.20% |
5 Year | 32.56% | 33.41% |
1 Year
-8.04%
9.06%
3 Year
19.41%
26.20%
5 Year
32.56%
33.41%
Holding Analysis
Equity | 91.00% | 93.02% |
Cash | 5.75% | 6.98% |
Equity
91.00%
93.02%
Cash
5.75%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.95% |
Aurobindo Pharma Ltd. | 8.29% |
IRB Infrastructure Developers Ltd. | 6.91% |
Container Corporation Of India Ltd. | 6.77% |
Marico Ltd. | 6.24% |
Tata Communications Ltd. | 5.74% |
Lloyds Metals & Energy Ltd. | 5.66% |
ITC Ltd. | 4.80% |
Linde India Ltd. | 3.59% |
Bharat Forge Ltd. | 3.34% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
Fund Manager
Name | Ankit A Pande | Chirag Setalvad |
Start Date | 22 Aug 2023 | 28 Jun 2014 |
Name
Ankit A Pande
Chirag Setalvad
Start Date
22 Aug 2023
28 Jun 2014
About Fund
Description | The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 12 Feb 2001 | 07 May 2007 |
Description
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
12 Feb 2001
07 May 2007