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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
Invesco India Mid Cap Fund Direct Growth

Invesco Mutual Fund

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

Kotak Mahindra Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 189.55 (21-Apr-2025) ₹ 10.2 (21-Apr-2025) ₹ 9.27 (21-Apr-2025)
Fund Size 72610.08 5779.32 7.2 199.59
Expense Ratio (%) 0.89 0.65 0.3 0.46
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 100 5000
Min SIP (₹) 100 500 100 99
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 0.05%, if redeemed within 15 Days.
Returns
1Y Return (%) 12.09 22.49 N/A N/A
3Y Return (%) 24.42 23.94 N/A N/A
5Y Return (%) 34.35 32.4 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%
BSE Ltd.
4.8%
L&T Finance Ltd.
4.47%
Max Healthcare Institute Ltd.
4.26%
The Federal Bank Ltd.
4.17%
Trent Ltd.
3.88%
JK Cement Ltd.
3.68%
Dixon Technologies (India) Ltd.
3.54%
Prestige Estates Projects Ltd.
3.4%
Max Financial Services Ltd.
3.34%
Coforge Ltd.
3.3%
Max Healthcare Institute Ltd.
2.56%
BSE Ltd.
2.34%
Suzlon Energy Ltd.
2.11%
Persistent Systems Ltd.
1.85%
Coforge Ltd.
1.7%
PB Fintech Ltd.
1.65%
Dixon Technologies (India) Ltd.
1.59%
Lupin Ltd.
1.54%
The Federal Bank Ltd.
1.49%
Indus Towers Ltd.
1.39%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF - Growth
100.1%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 21-Mar-2025 30-May-2024
Fund Manager Chirag Setalvad, Dhruv Muchhal Aditya Khemani, Amit Ganatra Abhishek Bisen, Devender Singhal, Satish Dondapati Akshay Udeshi
Custodian Name N/A Deutsche Bank Deutsche Bank N/A
RTA Name Cams KFin Tech Cams KFin Tech
RTA Address 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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.karvymfs.com www.camsonline.com www.karvymfs.com