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Compare Sundaram 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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.75 | 1.4 |
NAV | ₹1348.24 | ₹188.29 |
Fund Started | 24 Jun 2002 | 07 May 2007 |
Fund Size | ₹11690.15 Cr | ₹74909.76 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.75
1.4
NAV
₹1348.24
₹188.29
Fund Started
24 Jun 2002
07 May 2007
Fund Size
₹11690.15 Cr
₹74909.76 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 11.23% | 10.58% |
3 Year | 27.83% | 30.28% |
5 Year | 31.00% | 34.66% |
1 Year
11.23%
10.58%
3 Year
27.83%
30.28%
5 Year
31.00%
34.66%
Holding Analysis
Equity | 91.08% | 92.56% |
Cash | 8.92% | 7.44% |
Equity
91.08%
92.56%
Cash
8.92%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coromandel International Ltd. | 3.31% |
The Federal Bank Ltd. | 3.24% |
Cummins India Ltd. | 3.15% |
Kalyan Jewellers India Ltd. | 2.66% |
Lupin Ltd. | 2.42% |
Fortis Healthcare Ltd. | 2.27% |
Persistent Systems Ltd. | 2.21% |
Marico Ltd. | 2.19% |
Mahindra & Mahindra Financial Services Ltd. | 2.03% |
Indian Bank | 1.98% |
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 | Ratish Varier | Chirag Setalvad |
Start Date | 01 Jan 2022 | 28 Jun 2014 |
Name
Ratish Varier
Chirag Setalvad
Start Date
01 Jan 2022
28 Jun 2014
About Fund
Description | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 24 Jun 2002 | 07 May 2007 |
Description
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
24 Jun 2002
07 May 2007
