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Compare HDFC Mid-Cap Opportunities Fund vs Kotak Emerging Equity Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.42 | 1.46 |
NAV | ₹179.37 | ₹121.99 |
Fund Started | 07 May 2007 | 12 Feb 2007 |
Fund Size | ₹72610.08 Cr | ₹48128.71 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.42
1.46
NAV
₹179.37
₹121.99
Fund Started
07 May 2007
12 Feb 2007
Fund Size
₹72610.08 Cr
₹48128.71 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1 Year | 11.66% | 13.73% |
3 Year | 24.51% | 18.82% |
5 Year | 33.91% | 30.93% |
1 Year
11.66%
13.73%
3 Year
24.51%
18.82%
5 Year
33.91%
30.93%
Holding Analysis
Equity | 93.02% | 98.96% |
Cash | 6.98% | 1.04% |
Equity
93.02%
98.96%
Cash
6.98%
1.04%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.59% |
Ipca Laboratories Ltd. | 3.43% |
Coromandel International Ltd. | 3.19% |
Mphasis Ltd. | 3.09% |
Oberoi Realty Ltd. | 2.73% |
JK Cement Ltd. | 2.60% |
Solar Industries India Ltd. | 2.58% |
Oracle Financial Services Software Ltd. | 2.50% |
Persistent Systems Ltd. | 2.49% |
Blue Star Ltd. | 2.22% |
Fund Manager
Name | Chirag Setalvad | Pankaj Tibrewal |
Start Date | 28 Jun 2014 | 07 Sep 2022 |
Name
Chirag Setalvad
Pankaj Tibrewal
Start Date
28 Jun 2014
07 Sep 2022
About Fund
Description | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. |
Launch Date | 07 May 2007 | 12 Feb 2007 |
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
Launch Date
07 May 2007
12 Feb 2007