Compare HDFC Mid Cap Opportunities Direct Plan Growth vs ICICI Prudential Midcap Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HDFC Mid Cap Opportunities Direct Plan GrowthEquity
Mid Cap
4.0
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ICICI Prudential Midcap Direct Plan GrowthEquity
Mid Cap
3.0
INVEST NOW
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HDFC Mid Cap Opportunities Direct Plan Growth

(35.8%)

ICICI Prudential Midcap Direct Plan Growth

(18.4%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹100	-
Expense Ratio	0.85%	1.10%	-
NAV	₹143.7 (29-Sep-2023)	₹214.3 (29-Sep-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹47,236Cr	₹4,317Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year.	Exit load of 1% if redeemed within 1 year.	-

Returns

1Y
35.8%
18.4%
-
3Y
35.3%
29.0%
-
5Y
21.4%
17.4%
-

Pros & Cons

Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2. Lower expense ratio: 0.85%3. 1Y category rank: 2, 3Y category rank: 44. Higher alpha: 2.95
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 
1. Lower expense ratio: 1.1%2. 10Y annualised returns higher than category average by 1.16%
-

Cons
Found nothing so far.
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
The Indian Hotels Company Ltd.
4.3%
Tata Communications Ltd.
3.6%
Max Healthcare Institute Ltd.
3.2%
Bharat Electronics Ltd.
3.0%
Apollo Tyres Ltd.
2.9%
Cholamandalam Investment and Finance Company Ltd.
2.8%
Sundram Fasteners Ltd.
2.7%
AIA Engineering Ltd.
2.6%
Indian Bank
2.6%
Coforge Ltd.
2.5%
Name
Assets
Lupin Ltd.
3.8%
Hindustan Petroleum Corporation Ltd.
3.8%
Balkrishna Industries Ltd.
3.6%
Jindal Steel & Power Ltd.
3.6%
The Phoenix Mills Ltd.
2.9%
UNO Minda Ltd.
2.9%
TVS Motor Company Ltd.
2.8%
AIA Engineering Ltd.
2.8%
Affle (India) Ltd.
2.6%
Jindal Stainless Ltd.
2.6%
-

Fund Manager

Name
Chirag Setalvad
Lalit Kumar
-
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Mr. Kumar is a PGDM (IIM) and B.Tech in Electrical Engineering (IIT).
-
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Prior to joining ICICI Prudential Mutual Fund, he has worked with East Bridge Advisors Pvt. Ltd, Nomura Financial Advisory & Securities, Merrill Lynch and Cypress Semiconductors.
-

About Fund

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
10 Dec 1999
12 Oct 1993
-
Custodian
NA
SBI SG Global Securities Services Pvt.Ltd.
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HDFC Mid Cap Opportunities Direct Plan Growth

ICICI Prudential Midcap Direct Plan Growth

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HDFC Mid Cap Opportunities Direct Plan Growth

ICICI Prudential Midcap Direct Plan Growth

1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2. Lower expense ratio: 0.85%

3. 1Y category rank: 2, 3Y category rank: 4

4. Higher alpha: 2.95 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

1. Lower expense ratio: 1.1%

2. 10Y annualised returns higher than category average by 1.16%

Found nothing so far.

1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Holding Analysis

Top Holdings

Popular Comparisons