Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel

HDFC Mid Cap Opportunities Direct Plan Growth

Equity
Mid Cap
3.0 star
INVEST NOW
cancel

ICICI Prudential Midcap Direct Plan Growth

Equity
Mid Cap
2.0 star
INVEST NOW
add_circle_outline

Add a fund

HDFC Mid Cap Opportunities Direct Plan Growth

(4.9%)

ICICI Prudential Midcap Direct Plan Growth

(1.2%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskModerately HighModerately High-
Min SIP Amount₹500₹100-
Expense Ratio1.11%1.38%-
NAV₹57.9 (29-Sep-2020)₹99.6 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹22,125Cr₹1,869Cr-
Returns
keyboard_arrow_up
1Y
4.9%
1.2%
-
3Y
1.6%
0.9%
-
5Y
8.9%
7.1%
-
Pros & Cons
keyboard_arrow_up
Pros
1. Lower expense ratio - 1.12%
1. Lower expense ratio - 1.55%
-
Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
Balkrishna Industries Ltd.
4.9%
Aarti Industries Ltd.
4.2%
Cholamandalam Investment & Finance Co. Ltd.
3.4%
Trent Ltd.
3.3%
Ipca Laboratories Ltd.
3.2%
Voltas Ltd.
3.0%
Divi's Laboratories Ltd.
3.0%
Sundram Fasteners Ltd.
3.0%
Bharat Electronics Ltd.
2.9%
Atul Ltd.
2.7%
Name
Assets
PI Industries Ltd.
4.9%
Indian Hotels Co. Ltd.
4.8%
Tata Power Co. Ltd.
4.4%
Exide Industries Ltd.
3.7%
Voltas Ltd.
3.6%
Bharti Airtel Ltd.
3.5%
Metropolis Healthcare Ltd.
3.3%
Max Financial Services Ltd.
3.0%
Phoenix Mills Ltd.
2.8%
Muthoot Finance Ltd.
2.7%
-
Fund Manager
keyboard_arrow_up
Name
Chirag Setalvad
Mrinal Singh
-
Education

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.

Mr. Singh is B.E (Mechanical) and PGDM from SPJIMR Mumbai.

-

Experience

Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

He has been associated with ICICI Prudential AMC since June 2008.

-

About Fund
keyboard_arrow_up
Description

HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.

ICICI Prudential Mutual Fund started their mutual fund on 13/10/1993 and its managing total assets of ₹2,79,369 Cr. Its ranked at 1 as per total assets at end of 30th Sep 2017.

-

Launch Date
30 Jun 2000
13 Oct 1993
-
Custodian
HDFC Bank
SBI SG Global Securities Services Pvt.Ltd.
-
Registrar & Transfer Agent
Cams
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns