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Compare Tata Nifty Midcap 150 Momentum 50 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 | - | 5.0 |
Min SIP Amount | ₹150 | ₹100 |
Expense Ratio | 1.03 | 1.41 |
NAV | ₹17.56 | ₹186.54 |
Fund Started | 04 Oct 2022 | 07 May 2007 |
Fund Size | ₹825.23 Cr | ₹74909.76 Cr |
Exit Load | Exit load of 0.25%, if redeemed within 90 days | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹150
₹100
Expense Ratio
1.03
1.41
NAV
₹17.56
₹186.54
Fund Started
04 Oct 2022
07 May 2007
Fund Size
₹825.23 Cr
₹74909.76 Cr
Exit Load
Exit load of 0.25%, if redeemed within 90 days
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 2.15% | 12.87% |
3 Year | - | 30.27% |
5 Year | - | 34.64% |
1 Year
2.15%
12.87%
3 Year
-
30.27%
5 Year
-
34.64%
Holding Analysis
Equity | 100.13% | 92.56% |
Cash | -0.13% | 7.44% |
Equity
100.13%
92.56%
Cash
-0.13%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 6.43% |
Dixon Technologies (India) Ltd. | 5.02% |
The Indian Hotels Company Ltd. | 5.00% |
Max Healthcare Institute Ltd. | 4.93% |
Persistent Systems Ltd. | 4.58% |
PB Fintech Ltd. | 4.39% |
Lupin Ltd. | 4.29% |
Coforge Ltd. | 4.24% |
The Federal Bank Ltd. | 3.54% |
Fortis Healthcare Ltd. | 3.27% |
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 | Sailesh Jain | Chirag Setalvad |
Start Date | 16 Dec 2021 | 28 Jun 2014 |
Name
Sailesh Jain
Chirag Setalvad
Start Date
16 Dec 2021
28 Jun 2014
About Fund
Description | The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 04 Oct 2022 | 07 May 2007 |
Description
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
04 Oct 2022
07 May 2007