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Compare LIC MF 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 | 2.0 | 4.0 |
Min SIP Amount | ₹200 | ₹100 |
Expense Ratio | 2.52 | 1.39 |
NAV | ₹28.55 | ₹183.03 |
Fund Started | 05 Jan 2017 | 07 May 2007 |
Fund Size | ₹315.42 Cr | ₹75037.43 Cr |
Exit Load | Exit Load for units in excess of 12% 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
2.0
4.0
Min SIP Amount
₹200
₹100
Expense Ratio
2.52
1.39
NAV
₹28.55
₹183.03
Fund Started
05 Jan 2017
07 May 2007
Fund Size
₹315.42 Cr
₹75037.43 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 34.34% | 33.73% |
3 Year | 17.73% | 26.57% |
5 Year | 22.66% | 28.19% |
1 Year
34.34%
33.73%
3 Year
17.73%
26.57%
5 Year
22.66%
28.19%
Holding Analysis
Equity | 98.64% | 92.10% |
Cash | 1.36% | 7.90% |
Equity
98.64%
92.10%
Cash
1.36%
7.90%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Shakti Pumps (India) Ltd. | 4.60% |
Trent Ltd. | 4.58% |
UNO Minda Ltd. | 3.30% |
The Federal Bank Ltd. | 2.80% |
Alkem Laboratories Ltd. | 2.38% |
P N Gadgil Jewellers Ltd. | 2.36% |
Bharat Electronics Ltd. | 2.29% |
Voltas Ltd. | 2.23% |
Torrent Power Ltd. | 2.13% |
The Indian Hotels Company Ltd. | 2.09% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.14% |
The Indian Hotels Company Ltd. | 3.84% |
The Federal Bank Ltd. | 3.42% |
Ipca Laboratories Ltd. | 3.35% |
Coforge Ltd. | 3.15% |
Balkrishna Industries Ltd. | 2.97% |
Indian Bank | 2.87% |
Apollo Tyres Ltd. | 2.82% |
Hindustan Petroleum Corporation Ltd. | 2.65% |
Persistent Systems Ltd. | 2.57% |
Fund Manager
Name | Dikshit Mittal | Chirag Setalvad |
Start Date | 01 Dec 2022 | 28 Jun 2014 |
Name
Dikshit Mittal
Chirag Setalvad
Start Date
01 Dec 2022
28 Jun 2014
About Fund
Description | The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 05 Jan 2017 | 07 May 2007 |
Description
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
05 Jan 2017
07 May 2007
