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Compare Motilal Oswal Nifty Midcap 150 Index 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 | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1 | 1.4 |
NAV | ₹31.84 | ₹169.36 |
Fund Started | 19 Aug 2019 | 07 May 2007 |
Fund Size | ₹1981.68 Cr | ₹73510.09 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1
1.4
NAV
₹31.84
₹169.36
Fund Started
19 Aug 2019
07 May 2007
Fund Size
₹1981.68 Cr
₹73510.09 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 1.26% | 5.89% |
3 Year | 18.62% | 23.44% |
5 Year | 22.57% | 24.55% |
1 Year
1.26%
5.89%
3 Year
18.62%
23.44%
5 Year
22.57%
24.55%
Holding Analysis
Equity | 100.07% | 91.91% |
Cash | -0.15% | 8.09% |
Equity
100.07%
91.91%
Cash
-0.15%
8.09%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 2.45% |
BSE Ltd. | 2.24% |
Suzlon Energy Ltd. | 2.14% |
The Indian Hotels Company Ltd. | 2.09% |
Persistent Systems Ltd. | 1.98% |
Dixon Technologies (India) Ltd. | 1.78% |
PB Fintech Ltd. | 1.78% |
Coforge Ltd. | 1.71% |
Lupin Ltd. | 1.56% |
The Federal Bank Ltd. | 1.43% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.86% |
The Indian Hotels Company Ltd. | 3.70% |
Coforge Ltd. | 3.38% |
Balkrishna Industries Ltd. | 3.31% |
The Federal Bank Ltd. | 3.26% |
Ipca Laboratories Ltd. | 3.11% |
Persistent Systems Ltd. | 2.95% |
Indian Bank | 2.77% |
Hindustan Petroleum Corporation Ltd. | 2.69% |
Apollo Tyres Ltd. | 2.49% |
Fund Manager
Name | Swapnil P Mayekar | Chirag Setalvad |
Start Date | 14 Jul 2022 | 28 Jun 2014 |
Name
Swapnil P Mayekar
Chirag Setalvad
Start Date
14 Jul 2022
28 Jun 2014
About Fund
Description | The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 19 Aug 2019 | 07 May 2007 |
Description
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
19 Aug 2019
07 May 2007
