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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
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 392.45 (21-Apr-2025) ₹ 35.81 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 72610.08 10361.74 1986.88 11332.71
Expense Ratio (%) 0.89 0.7 0.3 0.9
Risk Very High Very High Moderately High Very High
Min Investment (₹) 100 5000 500 100
Min SIP (₹) 100 500 500 100
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. Exit load of 1%, if redeemed within 15 days. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 12.09 9.48 10.0 15.39
3Y Return (%) 24.42 20.67 20.68 22.59
5Y Return (%) 34.35 28.26 32.79 30.85
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.
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%
Sundaram Liquid Direct-Growth
4.01%
Cummins India Ltd.
3.42%
The Federal Bank Ltd.
3.27%
Coromandel International Ltd.
3.06%
Kalyan Jewellers India Ltd.
2.48%
Lupin Ltd.
2.42%
Fortis Healthcare Ltd.
2.39%
Persistent Systems Ltd.
2.36%
Mahindra & Mahindra Financial Services Ltd.
2.15%
Marico Ltd.
2.07%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 06-Sep-2019 02-Jan-2013
Fund Manager Chirag Setalvad, Dhruv Muchhal Venugopal Manghat, Cheenu Gupta, Sonal Gupta Rakesh Shetty Bharath S., Ratish Varier
Custodian Name N/A Citibank NA Citibank NA Standard Chartered Bank
RTA Name Cams Cams KFin Tech KFin Tech
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, 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 mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.camsonline.com www.karvymfs.com www.karvymfs.com

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