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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 Momentum 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Navi Nifty Midcap 150 Index Fund Direct Growth

Navi Mutual Fund

Equity Mid Cap 3/5
Quant Mid Cap Fund Direct Growth

Quant Mutual Fund

Equity Mid Cap 4/5
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 8.69 (21-Apr-2025) ₹ 18.76 (21-Apr-2025) ₹ 236.18 (21-Apr-2025)
Fund Size 72610.08 95.85 227.72 8355.95
Expense Ratio (%) 0.89 0.28 0.22 0.63
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 100 5000
Min SIP (₹) 100 100 100 1000
Exit Load Exit load of 1% if redeemed within 1 year. Nil Nil Exit load of 0.50% if redeemed within 3 months.
Returns
1Y Return (%) 12.09 N/A 9.69 -1.85
3Y Return (%) 24.42 N/A 20.37 19.57
5Y Return (%) 34.35 N/A N/A 36.42
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%
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.1%
Persistent Systems Ltd.
4.92%
Coforge Ltd.
4.88%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.31%
Dixon Technologies (India) Ltd.
4.17%
The Federal Bank Ltd.
3.59%
Fortis Healthcare Ltd.
3.46%
Max Healthcare Institute Ltd.
2.59%
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%
Reliance Industries Ltd.
9.95%
Aurobindo Pharma Ltd.
8.29%
IRB Infrastructure Developers Ltd.
6.91%
Container Corporation Of India Ltd.
6.77%
Marico Ltd.
6.24%
Tata Communications Ltd.
5.74%
Lloyds Metals & Energy Ltd.
5.66%
ITC Ltd.
4.8%
Linde India Ltd.
3.59%
Bharat Forge Ltd.
3.34%
About Fund
Fund Started Date 01-Jan-2013 08-Oct-2024 11-Mar-2022 07-Jan-2013
Fund Manager Chirag Setalvad, Dhruv Muchhal Abhishek Bisen, Devender Singhal, Satish Dondapati Aditya Venkatesh Mulki, Ashutosh Shirwaikar Sameer Kate, Yug Tibrewal
Custodian Name N/A Deutsche Bank HDFC Bank HDFC Bank
RTA Name Cams Cams Cams KFin Tech
RTA Address 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 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,
RTA Email enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.camsonline.com www.camsonline.com www.karvymfs.com

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