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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
Helios Mid Cap Fund Direct Growth

Helios Mutual Fund

Equity Mid Cap
Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Mutual Fund

Equity Mid Cap 4/5
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 10.76 (21-Apr-2025) ₹ 34.89 (21-Apr-2025) ₹ 35.81 (21-Apr-2025)
Fund Size 72610.08 57.09 3397.92 1986.88
Expense Ratio (%) 0.89 0.92 0.47 0.3
Risk Very High Very High Very High Moderately High
Min Investment (₹) 100 5000 1000 500
Min SIP (₹) 100 1000 500 500
Exit Load Exit load of 1% if redeemed within 1 year. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months. Exit load of 1% if redeemed within 3 months. Exit load of 1%, if redeemed within 15 days.
Returns
1Y Return (%) 12.09 N/A 11.13 10.0
3Y Return (%) 24.42 N/A 22.47 20.68
5Y Return (%) 34.35 N/A 32.77 32.79
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%
Hitachi Energy India Ltd.
3.85%
Fortis Healthcare Ltd.
2.52%
Bharti Hexacom Ltd.
2.47%
Glaxosmithkline Pharmaceuticals Ltd.
2.47%
Apollo Hospitals Enterprise Ltd.
2.46%
Muthoot Finance Ltd.
2.44%
Patanjali Foods Ltd.
2.43%
Vishal Mega Mart Ltd.
2.42%
Max Financial Services Ltd.
2.42%
Aditya Birla Capital Ltd.
2.42%
Max Healthcare Institute Ltd.
3.23%
State Bank of India
2.4%
Indian Bank
2.23%
Voltas Ltd.
2.19%
ICICI Bank Ltd.
2.18%
Blue Star Ltd.
2.17%
The Federal Bank Ltd.
2.13%
HDFC Bank Ltd.
2.04%
Coforge Ltd.
1.97%
Jindal Steel & Power Ltd.
1.97%
Max Healthcare Institute Ltd.
2.58%
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 13-Mar-2025 30-Jan-2018 06-Sep-2019
Fund Manager Chirag Setalvad, Dhruv Muchhal Alok Bahl, Pratik Singh Krishna Sanghavi, Manish Lodha, Kirti Dalvi Rakesh Shetty
Custodian Name N/A SBI SG Global Securities Services Pvt.Ltd. Deutsche Bank Citibank NA
RTA Name Cams Cams Cams KFin Tech
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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.camsonline.com www.camsonline.com www.karvymfs.com

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