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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
Nippon India Growth Fund Direct Growth

Nippon India Mutual Fund

Equity Mid Cap 4/5
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 194.35 (21-Apr-2025) ₹ 9.33 (21-Apr-2025) ₹ 4192.69 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 72610.08 48.74 33174.74 11332.71
Expense Ratio (%) 0.89 0.27 0.74 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 100 100
Min SIP (₹) 100 100 100 100
Exit Load Exit load of 1% if redeemed within 1 year. Nil Exit load of 1% if redeemed within 1 months For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 12.09 N/A 16.36 15.39
3Y Return (%) 24.42 N/A 24.03 22.59
5Y Return (%) 34.35 N/A 34.82 30.85
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%
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%
Sundaram Liquid Direct-Growth
4.01%
Cummins India Ltd.
3.42%
The Federal Bank Ltd.
3.27%
Coromandel International Ltd.
3.06%
Kalyan Jewellers India Ltd.
2.48%
Lupin Ltd.
2.42%
Fortis Healthcare Ltd.
2.39%
Persistent Systems Ltd.
2.36%
Mahindra & Mahindra Financial Services Ltd.
2.15%
Marico Ltd.
2.07%
About Fund
Fund Started Date 01-Jan-2013 16-Aug-2024 31-Dec-2012 02-Jan-2013
Fund Manager Chirag Setalvad, Dhruv Muchhal Abhishek Bisen, Devender Singhal, Satish Dondapati Rupesh Patel, Kinjal Desai Bharath S., Ratish Varier
Custodian Name N/A Deutsche Bank Deutsche Bank Standard Chartered Bank
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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