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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 | 1.42 | 1.57 |
NAV | ₹177.81 | ₹93.08 |
Fund Started | 07 May 2007 | 03 Feb 2014 |
Fund Size | ₹72610.08 Cr | ₹26028.34 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.42
1.57
NAV
₹177.81
₹93.08
Fund Started
07 May 2007
03 Feb 2014
Fund Size
₹72610.08 Cr
₹26028.34 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 11.59% | 15.16% |
3 Year | 24.20% | 26.35% |
5 Year | 33.45% | 36.58% |
1 Year
11.59%
15.16%
3 Year
24.20%
26.35%
5 Year
33.45%
36.58%
Holding Analysis
Equity | 93.02% | 68.04% |
Cash | 6.98% | 13.51% |
Equity
93.02%
68.04%
Cash
6.98%
13.51%
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 |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.53% |
Kalyan Jewellers India Ltd. | 7.18% |
Polycab India Ltd. | 4.40% |
Trent Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.20% |
One97 Communications Ltd. | 3.73% |
Dixon Technologies (India) Ltd. | 3.72% |
Bharti Hexacom Ltd. | 3.66% |
Kei Industries Ltd. | 2.78% |
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