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Home>Mutual Funds>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

HDFC Mid Cap Opportunities Direct Plan Growth

Equity
Mid Cap
2.0
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ICICI Prudential Midcap Direct Plan Growth

Equity
Mid Cap
2.0
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HDFC Mid Cap Opportunities Direct Plan Growth

(8.6%)

ICICI Prudential Midcap Direct Plan Growth

(8.4%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹300₹100-
Expense Ratio1.00%1.10%-
NAV₹90.8 (19-May-2022)₹156.8 (19-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹31,309Cr₹3,269Cr-
Exit LoadExit load of 1% if redeemed within 1 year.Exit load of 1% if redeemed within 1 year.-
Returns
1Y
8.6%
8.4%
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3Y
18.0%
17.0%
-
5Y
11.4%
11.2%
-
Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 2.34%
2. Lower expense ratio: 1%
1. 3Y annualised returns higher than category average by 1.78%
2. Lower expense ratio: 1.1%
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Cons
1. Higher AUM: 31309Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Low rating: 2
1. 1Y and 5Y annualised returns lower than category average
2. Low rating: 2
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Holding Analysis

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

Top 10 Holdings
Name
Assets
Cholamandalam Investment & Finance Company Ltd.
6.0%
Bharat Electronics Ltd.
4.4%
The Indian Hotels Company Ltd.
4.1%
Balkrishna Industries Ltd.
3.9%
Sundram Fasteners Ltd.
3.7%
Max Healthcare Institute Ltd.
3.7%
Aarti Industries Ltd.
2.9%
Ipca Laboratories Ltd.
2.9%
Persistent Systems Ltd.
2.8%
Hindustan Aeronautics Ltd.
2.7%
Name
Assets
Persistent Systems Ltd.
4.2%
Max Financial Services Ltd.
4.1%
The Federal Bank Ltd.
3.9%
The Indian Hotels Company Ltd.
3.8%
TVS Motor Company Ltd.
3.2%
Minda Industries Ltd.
2.9%
Alkem Laboratories Ltd.
2.7%
Mphasis Ltd.
2.7%
Fortis Healthcare Ltd.
2.6%
Tata Communications Ltd.
2.6%
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Fund Manager
Name
Chirag Setalvad
Priyanka Khandelwal
-
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Ms. Khandelwal is Chartered Accountant and Company Secretary
-
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
She has been Working with ICICI Prudential Mutual Fund Since October 2014.
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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.

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Launch Date

10 Dec 1999

12 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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