Compare Sundaram Mid Cap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.74 | 1.39 |
NAV | ₹1306.24 | ₹181.84 |
Fund Started | 24 Jun 2002 | 07 May 2007 |
Fund Size | ₹12350.49 Cr | ₹75037.43 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year. |
Returns
1 Year | 38.34% | 34.46% |
3 Year | 20.84% | 23.98% |
5 Year | 23.88% | 28.29% |
Holding Analysis
Equity | 94.46% | 92.10% |
Cash | 5.54% | 7.90% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Ratish Varier | Chirag Setalvad |
Start Date | 01 Jan 2022 | 28 Jun 2014 |
About Fund
Description | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 24 Jun 2002 | 07 May 2007 |
