Pros | ![]() Consistently beats benchmark. ![]() Larger AUM within category. ![]() 5Y returns in the top 25% of the category. | ![]() Generated Consistent Returns. ![]() Lower probablity of downside risk. ![]() Protects capital during bear phase. | ||
Cons | ![]() Highly volatile within category. | - |
INDMoney rank | 4/19 | 1/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 11 Years | 12 Years | ||
Fund Size | 33609 Cr | 83847 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.7% | 0.74% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 20 | 75 | ||
Top 5 Holdings | Dixon Technologies (India) Ltd (10.52%) Coforge Ltd (9.36%) Kalyan Jewellers India Ltd (8.86%) Persistent Systems Ltd (8.29%) Trent Ltd (7.84%) | Max Financial Services Ltd (4.59%) Balkrishna Industries Ltd (3.84%) Coforge Ltd (3.17%) The Federal Bank Ltd (3.09%) Glenmark Pharmaceuticals Ltd (3.07%) | ||
No of Sectors | 7 | 10 | ||
Top 3 Sectors | Tech (41.72%) Industrial (23.1%) Consumer Cyclical (20.36%) | Financial Services (26.01%) Consumer Cyclical (19.76%) Health (12.93%) | ||
Equity % | 82.04% | 92.78% | ||
Debt % | - | - | ||
P/E | 53.79 | 25.75 | ||
P/B | 10.09 | 3.49 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.34% | -1.44% | ||
3-Month Return | 6.13% | 5.43% | ||
6-Month Return | 12.2% | 14.41% | ||
1-Year Return | 4.81% | 5.15% | ||
3-Year Return | 29.78% | 27.14% | ||
5-Year Return | 35.24% | 30.01% |
Sharpe | 1.27 | 1.44 | ||
Alpha | 7.13 | 5.26 | ||
Beta | 0.88 | 0.85 | ||
Standard Deviation | 17.46 | 13.8 | ||
Information Ratio | 0.57 | 0.98 |
Description | Motilal Oswal Midcap Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid Cap Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sunil Sawant,Niket Shah,Rakesh Shetty,Ajay Khandelwal | Chirag Setalvad,Dhruv Muchhal |