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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 Midcap Direct Plan Growth

ICICI Prudential Mutual Fund

Equity Mid Cap 2/5
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 294.48 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025) ₹ 16.93 (21-Apr-2025)
Fund Size 72610.08 5796.46 11332.71 752.7
Expense Ratio (%) 0.89 1.26 0.9 0.4
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 100 5000
Min SIP (₹) 100 100 100 150
Exit Load Exit load of 1% if redeemed within 1 year. Exit load of 1% if redeemed within 1 year. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. Exit load of 0.25%, if redeemed within 90 days
Returns
1Y Return (%) 12.09 8.26 15.39 5.93
3Y Return (%) 24.42 19.26 22.59 N/A
5Y Return (%) 34.35 31.88 30.85 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%
Info Edge (India) Ltd.
4.62%
Jindal Steel & Power Ltd.
4.22%
UPL Ltd.
3.44%
Muthoot Finance Ltd.
3.39%
The Phoenix Mills Ltd.
3.22%
PB Fintech Ltd.
3.18%
Bharti Hexacom Ltd.
3.12%
Jindal Stainless Ltd.
3.12%
APL Apollo Tubes Ltd.
2.94%
Prestige Estates Projects Ltd.
2.9%
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%
BSE Ltd.
5.76%
The Indian Hotels Company Ltd.
5.19%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.93%
Coforge Ltd.
4.89%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.32%
Dixon Technologies (India) Ltd.
4.18%
The Federal Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.47%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 02-Jan-2013 20-Oct-2022
Fund Manager Chirag Setalvad, Dhruv Muchhal Lalit Kumar, Sharmila D'mello Bharath S., Ratish Varier Kapil Menon, Rakesh Prajapati
Custodian Name N/A SBI SG Global Securities Services Pvt.Ltd. Standard Chartered Bank Standard Chartered 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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