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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
Kotak Nifty Midcap 150 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
SBI Magnum Mid Cap Direct Plan Growth

SBI Mutual Fund

Equity Mid Cap 4/5
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 10.2 (21-Apr-2025) ₹ 35.81 (21-Apr-2025) ₹ 252.41 (21-Apr-2025)
Fund Size 72610.08 7.2 1986.88 20890.26
Expense Ratio (%) 0.89 0.3 0.3 0.83
Risk Very High Very High Moderately High Very High
Min Investment (₹) 100 100 500 5000
Min SIP (₹) 100 100 500 500
Exit Load Exit load of 1% if redeemed within 1 year. Nil Exit load of 1%, if redeemed within 15 days. Exit load of 1% if redeemed within 1 year
Returns
1Y Return (%) 12.09 N/A 10.0 10.35
3Y Return (%) 24.42 N/A 20.68 17.97
5Y Return (%) 34.35 N/A 32.79 33.42
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.
2.56%
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%
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%
Bajaj Finance Ltd.
3.43%
Torrent Power Ltd.
3.35%
Shree Cement Ltd.
3.29%
Sundaram Finance Ltd.
3.26%
Crisil Ltd.
3.2%
Max Healthcare Institute Ltd.
2.89%
Mahindra & Mahindra Financial Services Ltd.
2.71%
K.P.R. Mill Ltd.
2.6%
Schaeffler India Ltd.
2.59%
The Federal Bank Ltd.
2.49%
About Fund
Fund Started Date 01-Jan-2013 21-Mar-2025 06-Sep-2019 01-Jan-2013
Fund Manager Chirag Setalvad, Dhruv Muchhal Abhishek Bisen, Devender Singhal, Satish Dondapati Rakesh Shetty Bhavin Vithlani, Pradeep Kesavan
Custodian Name N/A Deutsche Bank Citibank NA SBI SG Global Securities Services Pvt.Ltd.
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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