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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
PGIM India Midcap Opportunities Fund Direct Growth

PGIM India Mutual Fund

Equity Mid Cap 3/5
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Mutual Fund

Equity Mid Cap
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) ₹ 69.5 (21-Apr-2025) ₹ 16.93 (21-Apr-2025) ₹ 10.44 (21-Apr-2025)
Fund Size 72610.08 10302.07 752.7 40.15
Expense Ratio (%) 0.89 0.47 0.4 0.38
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 5000 1000
Min SIP (₹) 100 1000 150 500
Exit Load Exit load of 1% if redeemed within 1 year. Exit load of 0.5%, if redeemed within 90 days. Exit load of 0.25%, if redeemed within 90 days Nil
Returns
1Y Return (%) 12.09 12.06 5.93 N/A
3Y Return (%) 24.42 14.13 N/A N/A
5Y Return (%) 34.35 32.76 N/A 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.
3.75%
Solar Industries India Ltd.
3.37%
Dixon Technologies (India) Ltd.
2.96%
Persistent Systems Ltd.
2.78%
JK Cement Ltd.
2.62%
The Indian Hotels Company Ltd.
2.26%
Abbott India Ltd.
2.22%
Mankind Pharma Ltd.
2.17%
Max Financial Services Ltd.
2.14%
Varun Beverages Ltd.
2.13%
BSE Ltd.
5.76%
The Indian Hotels Company Ltd.
5.19%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.93%
Coforge Ltd.
4.89%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.32%
Dixon Technologies (India) Ltd.
4.18%
The Federal Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.47%
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 02-Dec-2013 20-Oct-2022 13-Feb-2025
Fund Manager Chirag Setalvad, Dhruv Muchhal Puneet Pal, Vinay Paharia, Vivek Sharma, Utsav Mehta Kapil Menon, Rakesh Prajapati Sharwan Kumar Goyal, Ayush Jain
Custodian Name N/A Standard Chartered Bank Standard Chartered Bank N/A
RTA Name Cams KFin Tech Cams 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, 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 mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.karvymfs.com www.camsonline.com www.karvymfs.com

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