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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 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

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

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 9.33 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 13.28 (21-Apr-2025)
Fund Size 72610.08 48.74 26028.34 240.16
Expense Ratio (%) 0.89 0.27 0.63 0.45
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 500 1000
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 365 days. Nil
Returns
1Y Return (%) 12.09 N/A 15.32 9.8
3Y Return (%) 24.42 N/A 27.2 10.77
5Y Return (%) 34.35 N/A 38.04 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%
Max Healthcare Institute Ltd.
4.98%
BSE Ltd.
4.54%
Persistent Systems Ltd.
3.58%
Coforge Ltd.
3.3%
PB Fintech Ltd.
3.21%
Dixon Technologies (India) Ltd.
3.1%
Lupin Ltd.
2.99%
The Federal Bank Ltd.
2.88%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.6%
Coforge Ltd.
10.13%
Persistent Systems Ltd.
9.53%
Kalyan Jewellers India Ltd.
7.18%
Polycab India Ltd.
4.4%
Trent Ltd.
4.37%
Max Healthcare Institute Ltd.
4.2%
One97 Communications Ltd.
3.73%
Dixon Technologies (India) Ltd.
3.72%
Bharti Hexacom Ltd.
3.66%
Kei Industries Ltd.
2.78%
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 16-Aug-2024 24-Feb-2014 11-Apr-2022
Fund Manager Chirag Setalvad, Dhruv Muchhal Abhishek Bisen, Devender Singhal, Satish Dondapati Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Sharwan Kumar Goyal, Ayush Jain
Custodian Name N/A Deutsche Bank Citibank NA N/A
RTA Name Cams Cams KFin Tech KFin Tech
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, 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 mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.camsonline.com www.karvymfs.com www.karvymfs.com

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