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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
ICICI Prudential Nifty Midcap 150 Index Fund Direct Growth

ICICI Prudential Mutual Fund

Equity Mid Cap 3/5
JM Midcap Fund Direct Growth

JM Financial Mutual Fund

Equity Mid Cap
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 17.69 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 8.69 (21-Apr-2025)
Fund Size 72610.08 626.81 1261.1 95.85
Expense Ratio (%) 0.89 0.3 0.56 0.28
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 1000 100
Min SIP (₹) 100 100 100 100
Exit Load Exit load of 1% if redeemed within 1 year. Nil Exit load of 1% if redeemed within 180 days. Nil
Returns
1Y Return (%) 12.09 9.62 12.17 N/A
3Y Return (%) 24.42 20.32 N/A N/A
5Y Return (%) 34.35 N/A N/A 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.
2.58%
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%
Bharat Heavy Electricals Ltd.
4.46%
The Federal Bank Ltd.
4.01%
Indian Bank
3.8%
Godfrey Phillips India Ltd.
3.67%
Jubilant FoodWorks Ltd.
3.62%
Mphasis Ltd.
3.13%
Voltas Ltd.
2.98%
Aurobindo Pharma Ltd.
2.85%
SBI Cards And Payment Services Ltd.
2.83%
Apollo Hospitals Enterprise Ltd.
2.81%
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.1%
Persistent Systems Ltd.
4.92%
Coforge Ltd.
4.88%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.31%
Dixon Technologies (India) Ltd.
4.17%
The Federal Bank Ltd.
3.59%
Fortis Healthcare Ltd.
3.46%
About Fund
Fund Started Date 01-Jan-2013 22-Dec-2021 21-Nov-2022 08-Oct-2024
Fund Manager Chirag Setalvad, Dhruv Muchhal Kayzad Eghlim, Nishit Patel, Ajay Kumar Solanki, Ashwini Shinde Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Abhishek Bisen, Devender Singhal, Satish Dondapati
Custodian Name N/A N/A HDFC Bank Deutsche 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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