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Compare Nippon India 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 | ₹100 | ₹100 |
Expense Ratio | 0.8 | 1.42 |
NAV | ₹22.75 | ₹179.37 |
Fund Started | 04 Feb 2021 | 07 May 2007 |
Fund Size | ₹1544.54 Cr | ₹72610.08 Cr |
Exit Load | - | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
0.8
1.42
NAV
₹22.75
₹179.37
Fund Started
04 Feb 2021
07 May 2007
Fund Size
₹1544.54 Cr
₹72610.08 Cr
Exit Load
-
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 8.30% | 11.66% |
3 Year | 20.75% | 24.51% |
5 Year | - | 33.91% |
1 Year
8.30%
11.66%
3 Year
20.75%
24.51%
5 Year
-
33.91%
Holding Analysis
Equity | 99.77% | 93.02% |
Cash | 0.23% | 6.98% |
Equity
99.77%
93.02%
Cash
0.23%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 2.59% |
BSE Ltd. | 2.36% |
Suzlon Energy Ltd. | 2.13% |
Persistent Systems Ltd. | 1.86% |
Coforge Ltd. | 1.71% |
PB Fintech Ltd. | 1.67% |
Dixon Technologies (India) Ltd. | 1.61% |
Lupin Ltd. | 1.55% |
The Federal Bank Ltd. | 1.50% |
Indus Towers Ltd. | 1.40% |
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% |
Fund Manager
Name | Mehul Dama | Chirag Setalvad |
Start Date | 01 Aug 2022 | 28 Jun 2014 |
Name
Mehul Dama
Chirag Setalvad
Start Date
01 Aug 2022
28 Jun 2014
About Fund
Description | The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap 150 Index before expenses, subject to tracking errors. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 04 Feb 2021 | 07 May 2007 |
Description
The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap 150 Index before expenses, subject to tracking errors.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
04 Feb 2021
07 May 2007