Home>Mutual Funds>Compare>Compare HDFC Mid Cap Opportunities Direct Plan Growth with ICICI Prudential Midcap Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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HDFC Mid Cap Opportunities Direct Plan Growth

Equity
Mid Cap
3.0 star
INVEST NOW
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ICICI Prudential Midcap Direct Plan Growth

Equity
Mid Cap
2.0 star
INVEST NOW
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HDFC Mid Cap Opportunities Direct Plan Growth

(22.2%)

ICICI Prudential Midcap Direct Plan Growth

(21.2%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹100-
Expense Ratio1.16%1.35%-
NAV₹72.4 (21-Jan-2021)₹127.0 (21-Jan-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹24,714Cr₹2,155Cr-
Returns
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1Y
22.2%
21.2%
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3Y
4.9%
4.5%
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5Y
15.5%
14.7%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.11%
2. 5Y Returns are higher than the category average returns
1. Lower expense ratio - 1.37%
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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
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Balkrishna Industries Ltd.
5.6%
Cholamandalam Investment & Finance Co. Ltd.
5.3%
Aarti Industries Ltd.
3.9%
Ipca Laboratories Ltd.
3.3%
Sundram Fasteners Ltd.
3.1%
Voltas Ltd.
3.1%
Bharat Electronics Ltd.
2.8%
Atul Ltd.
2.7%
Max Financial Services Ltd.
2.6%
City Union Bank Ltd.
2.5%
Name
Assets
Tata Power Co. Ltd.
4.4%
Indian Hotels Co. Ltd.
4.2%
PI Industries Ltd.
3.8%
Voltas Ltd.
3.7%
Metropolis Healthcare Ltd.
3.7%
Max Financial Services Ltd.
3.1%
Bharti Airtel Ltd.
2.9%
Phoenix Mills Ltd.
2.7%
Computer Age Management Services Ltd.
2.5%
Zydus Wellness Ltd.
2.4%
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Fund Manager
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Name
Chirag Setalvad
Mrinal Singh
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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.

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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.

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About Fund
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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.

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