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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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L&T Midcap Fund Direct Growth

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

Equity
Mid Cap
3.0 star
INVEST NOW
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L&T Midcap Fund Direct Growth

(8.3%)

HDFC Mid Cap Opportunities Direct Plan Growth

(4.9%)
1Y
3Y
5Y
Fund Details
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RiskHighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio0.74%1.11%-
NAV₹147.3 (29-Sep-2020)₹57.9 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹5,791Cr₹22,125Cr-
Returns
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1Y
8.3%
4.9%
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3Y
1.6%
1.6%
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5Y
10.6%
8.9%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.73%
1. Lower expense ratio - 1.12%
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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. 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
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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
Bayer CropScience Ltd.
4.2%
Emami Ltd.
3.8%
Ipca Laboratories Ltd.
3.4%
Mphasis Ltd.
3.4%
Syngene International Ltd.
2.9%
Atul Ltd.
2.5%
Coromandel International Ltd.
2.5%
Abbott India Ltd.
2.4%
Multi Commodity Exchange India
2.3%
Max Financial Services Ltd.
2.2%
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%
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Fund Manager
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Name
Venugopal Manghat
Chirag Setalvad
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Education

Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).

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

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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.

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About Fund
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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
03 Jan 1997
30 Jun 2000
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Custodian
Citibank NA
HDFC Bank
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Registrar & Transfer Agent
Cams
Cams
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