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

L&T Midcap Fund Direct Growth

Equity
Mid Cap
2.0
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HDFC Mid Cap Opportunities Direct Plan Growth

Equity
Mid Cap
2.0
INVEST NOW

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L&T Midcap Fund Direct Growth

(4.1%)

HDFC Mid Cap Opportunities Direct Plan Growth

(8.6%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹300-
Expense Ratio0.76%1.00%-
NAV₹203.5 (19-May-2022)₹90.8 (19-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹6,608Cr₹31,309Cr-
Exit LoadFor units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.Exit load of 1% if redeemed within 1 year.-
Returns
1Y
4.1%
8.6%
-
3Y
15.1%
18.0%
-
5Y
9.3%
11.4%
-
Pros & Cons
Pros
1. Lower expense ratio: 0.76%
1. 3Y annualised returns higher than category average by 2.34%
2. Lower expense ratio: 1%
-
Cons
1. Higher AUM: 6607Cr. Funds with a higher AUM tend to have lower returns in the future
2. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
3. Low rating: 2
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
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Holding Analysis

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

Top 10 Holdings
Name
Assets
Mphasis Ltd.
4.5%
Emami Ltd.
3.6%
Blue Dart Express Ltd.
3.5%
Cummins India Ltd.
3.3%
Ratnamani Metals & Tubes Ltd.
3.2%
Ipca Laboratories Ltd.
3.0%
Bayer CropScience Ltd.
2.9%
Cholamandalam Investment & Finance Company Ltd.
2.7%
Crisil Ltd.
2.5%
The Indian Hotels Company Ltd.
2.4%
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%
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Fund Manager
Name
Venugopal Manghat
Chirag Setalvad
-
Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
-
Experience
Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
-
About Fund
Description

L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.

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.

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Launch Date

25 Apr 1996

10 Dec 1999

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Custodian

Citibank NA

HDFC Bank

-

Registrar & Transfer Agent

Cams

Cams

-

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