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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
JM Midcap Fund Direct Growth

JM Financial Mutual Fund

Equity Mid Cap
Nippon India Growth Fund Direct Growth

Nippon India Mutual Fund

Equity Mid Cap 4/5
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 4192.69 (21-Apr-2025) ₹ 10.44 (21-Apr-2025)
Fund Size 72610.08 1261.1 33174.74 40.15
Expense Ratio (%) 0.89 0.56 0.74 0.38
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 100 1000
Min SIP (₹) 100 100 100 500
Exit Load Exit load of 1% if redeemed within 1 year. Exit load of 1% if redeemed within 180 days. Exit load of 1% if redeemed within 1 months Nil
Returns
1Y Return (%) 12.09 12.17 16.36 N/A
3Y Return (%) 24.42 N/A 24.03 N/A
5Y Return (%) 34.35 N/A 34.82 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%
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.
3.13%
Cholamandalam Financial Holdings Ltd.
2.82%
Fortis Healthcare Ltd.
2.79%
Persistent Systems Ltd.
2.73%
Voltas Ltd.
2.52%
Power Finance Corporation Ltd.
2.5%
The Federal Bank Ltd.
2.32%
Max Healthcare Institute Ltd.
2.08%
Varun Beverages Ltd.
1.94%
Bharat Forge Ltd.
1.92%
BSE Ltd.
6.31%
Dixon Technologies (India) Ltd.
4.67%
Persistent Systems Ltd.
4.28%
Coforge Ltd.
4.24%
CG Power and Industrial Solutions Ltd.
2.8%
Lupin Ltd.
2.6%
Blue Star Ltd.
2.52%
Marico Ltd.
2.48%
Colgate-Palmolive (India) Ltd.
2.26%
HDFC Asset Management Company Ltd.
2.17%
About Fund
Fund Started Date 01-Jan-2013 21-Nov-2022 31-Dec-2012 13-Feb-2025
Fund Manager Chirag Setalvad, Dhruv Muchhal Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Rupesh Patel, Kinjal Desai Sharwan Kumar Goyal, Ayush Jain
Custodian Name N/A HDFC Bank Deutsche Bank 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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