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Compare Motilal Oswal 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 | 5.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.59 | 1.39 |
NAV | ₹110.36 | ₹188.99 |
Fund Started | 03 Feb 2014 | 07 May 2007 |
Fund Size | ₹22897.62 Cr | ₹76060.89 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
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.59
1.39
NAV
₹110.36
₹188.99
Fund Started
03 Feb 2014
07 May 2007
Fund Size
₹22897.62 Cr
₹76060.89 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 53.74% | 29.94% |
3 Year | 35.23% | 28.58% |
5 Year | 33.06% | 29.04% |
1 Year
53.74%
29.94%
3 Year
35.23%
28.58%
5 Year
33.06%
29.04%
Holding Analysis
Equity | 99.39% | 91.77% |
Cash | 0.61% | 8.23% |
Equity
99.39%
91.77%
Cash
0.61%
8.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Polycab India Ltd. | 9.96% |
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.65% |
Zomato Ltd. | 9.47% |
Persistent Systems Ltd. | 7.74% |
Mahindra & Mahindra Ltd. | 6.15% |
JIO Financial Services Ltd. | 6.09% |
Trent Ltd. | 5.19% |
Bajaj Auto Ltd. | 4.44% |
Voltas Ltd. | 3.62% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
Fund Manager
Name | Ajay Khandelwal | Chirag Setalvad |
Start Date | 16 Dec 2021 | 28 Jun 2014 |
Name
Ajay Khandelwal
Chirag Setalvad
Start Date
16 Dec 2021
28 Jun 2014
About Fund
Description | 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. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 03 Feb 2014 | 07 May 2007 |
Description
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.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
03 Feb 2014
07 May 2007
