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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
HSBC Midcap Fund Direct Growth

HSBC Mutual Fund

Equity Mid Cap 3/5
Kotak Nifty Midcap 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Mutual Fund

Equity Mid Cap 4/5
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 392.45 (21-Apr-2025) ₹ 9.33 (21-Apr-2025) ₹ 34.89 (21-Apr-2025)
Fund Size 72610.08 10361.74 48.74 3397.92
Expense Ratio (%) 0.89 0.7 0.27 0.47
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 100 1000
Min SIP (₹) 100 500 100 500
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 1 year. Nil Exit load of 1% if redeemed within 3 months.
Returns
1Y Return (%) 12.09 9.48 N/A 11.13
3Y Return (%) 24.42 20.67 N/A 22.47
5Y Return (%) 34.35 28.26 N/A 32.77
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.
4.61%
Persistent Systems Ltd.
4.4%
BSE Ltd.
4.23%
Dixon Technologies (India) Ltd.
3.88%
The Indian Hotels Company Ltd.
3.63%
Trent Ltd.
3.5%
The Federal Bank Ltd.
3.5%
Coforge Ltd.
3.44%
Lupin Ltd.
3.44%
Eternal Ltd.
3.43%
Max Healthcare Institute Ltd.
4.98%
BSE Ltd.
4.54%
Persistent Systems Ltd.
3.58%
Coforge Ltd.
3.3%
PB Fintech Ltd.
3.21%
Dixon Technologies (India) Ltd.
3.1%
Lupin Ltd.
2.99%
The Federal Bank Ltd.
2.88%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.6%
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%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 16-Aug-2024 30-Jan-2018
Fund Manager Chirag Setalvad, Dhruv Muchhal Venugopal Manghat, Cheenu Gupta, Sonal Gupta Abhishek Bisen, Devender Singhal, Satish Dondapati Krishna Sanghavi, Manish Lodha, Kirti Dalvi
Custodian Name N/A Citibank NA Deutsche Bank 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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