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Compare SBI Nifty Midcap 150 Index Fund vs HDFC Mid Cap Fund

Risk

Very High
Very High

Rating

3.0
5.0

Min SIP Amount

₹500
₹100

Expense Ratio

0.81
1.36

NAV

₹18.23
₹198.12

Fund Started

21 Sep 2022
07 May 2007

Fund Size

₹973.89 Cr
₹92641.55 Cr

Exit Load

Exit load of 0.25%, if redeemed within 30 days
Exit load of 1% if redeemed within 1 year.

1 Year

4.56%
9.19%

3 Year

21.49%
24.69%

5 Year

-
23.80%

Equity

100.17%
92.88%

Cash

-0.17%
7.12%

Top 10 Holdings

Name

-
-

Start Date

-
-

Description

The scheme is seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

Launch Date

21 Sep 2022
07 May 2007

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