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NAV History Comparison

Sector Allocation Comparison

Metric
HDFC Mid Cap Opportunities Fund Direct Growth

HDFC Mutual Fund

Equity Mid Cap 5/5
HDFC NIFTY Midcap 150 Index Fund Direct Growth

HDFC Mutual Fund

Equity Mid Cap
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
Navi Nifty Midcap 150 Index Fund Direct Growth

Navi Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 16.91 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 18.76 (21-Apr-2025)
Fund Size 72610.08 291.2 26028.34 227.72
Expense Ratio (%) 0.89 0.3 0.63 0.22
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 500 100
Min SIP (₹) 100 100 500 100
Exit Load Exit load of 1% if redeemed within 1 year. Nil Exit load of 1%, if redeemed within 365 days. Nil
Returns
1Y Return (%) 12.09 9.62 15.32 9.69
3Y Return (%) 24.42 N/A 27.2 20.37
5Y Return (%) 34.35 N/A 38.04 N/A
Top Holdings
Top 10 Holdings
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%
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.
1.5%
Indus Towers Ltd.
1.4%
Coforge Ltd.
10.13%
Persistent Systems Ltd.
9.53%
Kalyan Jewellers India Ltd.
7.18%
Polycab India Ltd.
4.4%
Trent Ltd.
4.37%
Max Healthcare Institute Ltd.
4.2%
One97 Communications Ltd.
3.73%
Dixon Technologies (India) Ltd.
3.72%
Bharti Hexacom Ltd.
3.66%
Kei Industries Ltd.
2.78%
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.
1.5%
Indus Towers Ltd.
1.4%
About Fund
Fund Started Date 01-Jan-2013 21-Apr-2023 24-Feb-2014 11-Mar-2022
Fund Manager Chirag Setalvad, Dhruv Muchhal Nandita Menezes Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Aditya Venkatesh Mulki, Ashutosh Shirwaikar
Custodian Name N/A N/A Citibank NA HDFC Bank
RTA Name Cams Cams KFin Tech Cams
RTA Address 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.camsonline.com www.camsonline.com www.karvymfs.com www.camsonline.com

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