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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
LIC MF Midcap Fund Direct Growth

LIC Mutual Fund

Equity Mid Cap 2/5
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 189.55 (21-Apr-2025) ₹ 29.99 (21-Apr-2025) ₹ 13.28 (21-Apr-2025)
Fund Size 72610.08 5779.32 301.59 240.16
Expense Ratio (%) 0.89 0.65 1.33 0.45
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 5000 1000
Min SIP (₹) 100 500 200 500
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. Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. Nil
Returns
1Y Return (%) 12.09 22.49 13.52 9.8
3Y Return (%) 24.42 23.94 18.05 10.77
5Y Return (%) 34.35 32.4 27.68 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%
Shakti Pumps (India) Ltd.
4.68%
Trent Ltd.
3.38%
UNO Minda Ltd.
3.07%
The Federal Bank Ltd.
2.87%
SRF Ltd.
2.75%
The Indian Hotels Company Ltd.
2.55%
Bharat Electronics Ltd.
2.53%
Voltas Ltd.
2.29%
Persistent Systems Ltd.
2.13%
Coromandel International Ltd.
2.1%
Colgate-Palmolive (India) Ltd.
4.87%
Procter & Gamble Hygiene and Health Care Ltd.
3.58%
Marico Ltd.
3.44%
HDFC Asset Management Company Ltd.
3.27%
Persistent Systems Ltd.
3.22%
Coforge Ltd.
3.0%
Page Industries Ltd.
2.93%
Cummins India Ltd.
2.88%
Solar Industries India Ltd.
2.75%
Dixon Technologies (India) Ltd.
2.6%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 25-Jan-2017 11-Apr-2022
Fund Manager Chirag Setalvad, Dhruv Muchhal Aditya Khemani, Amit Ganatra Karan Doshi, Dikshit Mittal Sharwan Kumar Goyal, Ayush Jain
Custodian Name N/A Deutsche Bank SBI SG Global Securities Services Pvt.Ltd. N/A
RTA Name Cams KFin Tech KFin Tech 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, 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 mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.karvymfs.com www.karvymfs.com www.karvymfs.com

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