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Compare UTI Nifty Midcap 150 Quality 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 | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 0.88 | 1.39 |
NAV | ₹14.29 | ₹189.94 |
Fund Started | 28 Mar 2022 | 07 May 2007 |
Fund Size | ₹264.81 Cr | ₹79717.67 Cr |
Exit Load | - | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
0.88
1.39
NAV
₹14.29
₹189.94
Fund Started
28 Mar 2022
07 May 2007
Fund Size
₹264.81 Cr
₹79717.67 Cr
Exit Load
-
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 1.42% | 7.30% |
3 Year | 17.77% | 31.80% |
5 Year | - | 33.12% |
1 Year
1.42%
7.30%
3 Year
17.77%
31.80%
5 Year
-
33.12%
Holding Analysis
Equity | 99.84% | 92.56% |
Cash | 0.16% | 7.44% |
Equity
99.84%
92.56%
Cash
0.16%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Colgate-Palmolive (India) Ltd. | 5.06% |
Procter & Gamble Hygiene and Health Care Ltd. | 3.60% |
Marico Ltd. | 3.60% |
HDFC Asset Management Company Ltd. | 3.42% |
Dixon Technologies (India) Ltd. | 3.11% |
Solar Industries India Ltd. | 3.09% |
Page Industries Ltd. | 3.00% |
Persistent Systems Ltd. | 2.98% |
Cummins India Ltd. | 2.62% |
Coforge Ltd. | 2.60% |
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 | Sharwan Kumar Goyal | Chirag Setalvad |
Start Date | 02 Jul 2018 | 28 Jun 2014 |
Name
Sharwan Kumar Goyal
Chirag Setalvad
Start Date
02 Jul 2018
28 Jun 2014
About Fund
Description | The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 28 Mar 2022 | 07 May 2007 |
Description
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
28 Mar 2022
07 May 2007