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Compare HDFC Mid-Cap Opportunities Fund vs PGIM India Midcap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 3.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.42 | 1.72 |
NAV | ₹164.21 | ₹55.37 |
Fund Started | 07 May 2007 | 11 Nov 2013 |
Fund Size | ₹67578.59 Cr | ₹9600.28 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 0.5%, if redeemed within 90 days. |
Risk
Very High
Very High
Rating
5.0
3.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.42
1.72
NAV
₹164.21
₹55.37
Fund Started
07 May 2007
11 Nov 2013
Fund Size
₹67578.59 Cr
₹9600.28 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 0.5%, if redeemed within 90 days.
Returns
1 Year | 4.53% | 4.31% |
3 Year | 23.48% | 11.00% |
5 Year | 26.75% | 25.10% |
1 Year
4.53%
4.31%
3 Year
23.48%
11.00%
5 Year
26.75%
25.10%
Holding Analysis
Equity | 92.47% | 97.21% |
Cash | 7.53% | -0.70% |
Equity
92.47%
97.21%
Cash
7.53%
-0.70%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
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% |
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 3.59% |
Persistent Systems Ltd. | 3.37% |
Dixon Technologies (India) Ltd. | 3.20% |
Solar Industries India Ltd. | 2.67% |
JK Cement Ltd. | 2.51% |
Abbott India Ltd. | 2.35% |
The Indian Hotels Company Ltd. | 2.21% |
Bajaj Finance Ltd. | 2.11% |
UNO Minda Ltd. | 2.09% |
Mankind Pharma Ltd. | 2.04% |
Fund Manager
Name | Chirag Setalvad | Vivek Sharma |
Start Date | 28 Jun 2014 | 15 Feb 2025 |
Name
Chirag Setalvad
Vivek Sharma
Start Date
28 Jun 2014
15 Feb 2025
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 predominantly investing in equity & equity related instruments of mid cap companies. |
Launch Date | 07 May 2007 | 11 Nov 2013 |
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 predominantly investing in equity & equity related instruments of mid cap companies.
Launch Date
07 May 2007
11 Nov 2013