- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare Baroda BNP Paribas Midcap 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 | ₹500 | ₹100 |
Expense Ratio | 1.99 | 1.42 |
NAV | ₹87.97 | ₹164.21 |
Fund Started | 13 Mar 2006 | 07 May 2007 |
Fund Size | ₹1857.60 Cr | ₹67578.59 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.99
1.42
NAV
₹87.97
₹164.21
Fund Started
13 Mar 2006
07 May 2007
Fund Size
₹1857.60 Cr
₹67578.59 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 5.05% | 5.03% |
3 Year | 16.38% | 23.26% |
5 Year | 24.77% | 28.49% |
1 Year
5.05%
5.03%
3 Year
16.38%
23.26%
5 Year
24.77%
28.49%
Holding Analysis
Equity | 95.54% | 92.47% |
Cash | 0.19% | 7.53% |
Equity
95.54%
92.47%
Cash
0.19%
7.53%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
PB Fintech Ltd. | 3.38% |
Hitachi Energy India Ltd. | 2.72% |
Crisil Ltd. | 2.66% |
The Indian Hotels Company Ltd. | 2.62% |
The Phoenix Mills Ltd. | 2.41% |
The Federal Bank Ltd. | 2.29% |
Lupin Ltd. | 2.19% |
National Aluminium Company Ltd. | 2.17% |
Indian Bank | 2.17% |
Escorts Kubota Ltd. | 2.13% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.77% |
The Indian Hotels Company Ltd. | 3.77% |
Balkrishna Industries Ltd. | 3.53% |
The Federal Bank Ltd. | 3.36% |
Coforge Ltd. | 3.27% |
Ipca Laboratories Ltd. | 3.17% |
Persistent Systems Ltd. | 2.82% |
Indian Bank | 2.79% |
Hindustan Petroleum Corporation Ltd. | 2.41% |
Apollo Tyres Ltd. | 2.32% |
Fund Manager
Name | Miten Vora | Chirag Setalvad |
Start Date | 01 Dec 2022 | 28 Jun 2014 |
Name
Miten Vora
Chirag Setalvad
Start Date
01 Dec 2022
28 Jun 2014
About Fund
Description | The Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 13 Mar 2006 | 07 May 2007 |
Description
The Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
13 Mar 2006
07 May 2007