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Compare HDFC Mid-Cap Opportunities Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.4 | 1.58 |
NAV | ₹179.04 | ₹97.40 |
Fund Started | 07 May 2007 | 03 Feb 2014 |
Fund Size | ₹73510.09 Cr | ₹24488.00 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.4
1.58
NAV
₹179.04
₹97.40
Fund Started
07 May 2007
03 Feb 2014
Fund Size
₹73510.09 Cr
₹24488.00 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 13.47% | 31.34% |
3 Year | 24.98% | 28.31% |
5 Year | 25.80% | 27.49% |
1 Year
13.47%
31.34%
3 Year
24.98%
28.31%
5 Year
25.80%
27.49%
Holding Analysis
Equity | 90.52% | 90.80% |
Cash | 9.48% | 9.20% |
Equity
90.52%
90.80%
Cash
9.48%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.41% |
Coforge Ltd. | 3.72% |
Max Financial Services Ltd. | 3.54% |
Ipca Laboratories Ltd. | 3.44% |
The Federal Bank Ltd. | 3.25% |
Balkrishna Industries Ltd. | 3.05% |
Persistent Systems Ltd. | 2.98% |
Apollo Tyres Ltd. | 2.84% |
Hindustan Petroleum Corporation Ltd. | 2.80% |
Indian Bank | 2.49% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
Fund Manager
Name | Chirag Setalvad | Ajay Khandelwal |
Start Date | 28 Jun 2014 | 16 Dec 2021 |
Name
Chirag Setalvad
Ajay Khandelwal
Start Date
28 Jun 2014
16 Dec 2021
About Fund
Description | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 07 May 2007 | 03 Feb 2014 |
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
07 May 2007
03 Feb 2014
