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Compare UTI 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 | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.75 | 1.39 |
NAV | ₹301.03 | ₹189.94 |
Fund Started | 01 Aug 2005 | 07 May 2007 |
Fund Size | ₹11642.99 Cr | ₹79717.67 Cr |
Exit Load | Exit load of 1% if redeemed less than 1 year | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.75
1.39
NAV
₹301.03
₹189.94
Fund Started
01 Aug 2005
07 May 2007
Fund Size
₹11642.99 Cr
₹79717.67 Cr
Exit Load
Exit load of 1% if redeemed less than 1 year
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 3.56% | 7.30% |
3 Year | 22.92% | 31.80% |
5 Year | 27.20% | 33.12% |
1 Year
3.56%
7.30%
3 Year
22.92%
31.80%
5 Year
27.20%
33.12%
Holding Analysis
Equity | 97.24% | 91.72% |
Cash | 2.75% | 8.22% |
Equity
97.24%
91.72%
Cash
2.75%
8.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Solar Industries India Ltd. | 2.47% |
Coforge Ltd. | 2.34% |
The Phoenix Mills Ltd. | 2.17% |
Polycab India Ltd. | 2.08% |
Persistent Systems Ltd. | 1.99% |
Max Financial Services Ltd. | 1.95% |
Indian Bank | 1.94% |
Schaeffler India Ltd. | 1.90% |
Alkem Laboratories Ltd. | 1.84% |
Tube Investments Of India Ltd. | 1.84% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.81% |
The Federal Bank Ltd. | 3.24% |
Coforge Ltd. | 3.22% |
Balkrishna Industries Ltd. | 2.94% |
Ipca Laboratories Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.86% |
Indian Bank | 2.85% |
AU Small Finance Bank Ltd. | 2.56% |
Apollo Tyres Ltd. | 2.47% |
The Indian Hotels Company Ltd. | 2.38% |
Fund Manager
Name | Ankit Agarwal | Chirag Setalvad |
Start Date | 25 Sep 2023 | 28 Jun 2014 |
Name
Ankit Agarwal
Chirag Setalvad
Start Date
25 Sep 2023
28 Jun 2014
About Fund
Description | The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 01 Aug 2005 | 07 May 2007 |
Description
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
01 Aug 2005
07 May 2007