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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
SBI Magnum Mid Cap Direct Plan Growth

SBI Mutual Fund

Equity Mid Cap 4/5
WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 16.91 (21-Apr-2025) ₹ 252.41 (21-Apr-2025) ₹ 17.95 (21-Apr-2025)
Fund Size 72610.08 291.2 20890.26 2744.56
Expense Ratio (%) 0.89 0.3 0.83 0.69
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 500
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 1 year Exit load of 1%, if redeemed within 1 month.
Returns
1Y Return (%) 12.09 9.62 10.35 15.31
3Y Return (%) 24.42 N/A 17.97 N/A
5Y Return (%) 34.35 N/A 33.42 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%
Bajaj Finance Ltd.
3.43%
Torrent Power Ltd.
3.35%
Shree Cement Ltd.
3.29%
Sundaram Finance Ltd.
3.26%
Crisil Ltd.
3.2%
Max Healthcare Institute Ltd.
2.89%
Mahindra & Mahindra Financial Services Ltd.
2.71%
K.P.R. Mill Ltd.
2.6%
Schaeffler India Ltd.
2.59%
The Federal Bank Ltd.
2.49%
Muthoot Finance Ltd.
3.81%
Persistent Systems Ltd.
3.45%
The Indian Hotels Company Ltd.
3.39%
Max Financial Services Ltd.
3.35%
Max Healthcare Institute Ltd.
3.24%
The Federal Bank Ltd.
3.08%
Bharti Hexacom Ltd.
2.77%
PB Fintech Ltd.
2.31%
Coforge Ltd.
2.25%
Hitachi Energy India Ltd.
2.25%
About Fund
Fund Started Date 01-Jan-2013 21-Apr-2023 01-Jan-2013 07-Sep-2022
Fund Manager Chirag Setalvad, Dhruv Muchhal Nandita Menezes Bhavin Vithlani, Pradeep Kesavan Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
Custodian Name N/A N/A SBI SG Global Securities Services Pvt.Ltd. Deutsche Bank
RTA Name Cams Cams Cams Cams
RTA Address 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.camsonline.com www.camsonline.com www.camsonline.com www.camsonline.com

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