Compare Tata Nifty Midcap 150 Momentum 50 Index Fund vs HDFC Mid Cap Fund
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹150 | ₹100 |
Expense Ratio | 1.05 | 1.36 |
NAV | ₹17.00 | ₹197.39 |
Fund Started | 04 Oct 2022 | 07 May 2007 |
Fund Size | ₹1043.79 Cr | ₹92641.55 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹150
₹100
Expense Ratio
1.05
1.36
NAV
₹17.00
₹197.39
Fund Started
04 Oct 2022
07 May 2007
Fund Size
₹1043.79 Cr
₹92641.55 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1% if redeemed within 1 year.
1 Year | -1.34% | 9.19% |
3 Year | 21.88% | 24.69% |
5 Year | - | 23.80% |
1 Year
-1.34%
9.19%
3 Year
21.88%
24.69%
5 Year
-
23.80%
Equity | 100.13% | 92.88% |
Cash | -0.13% | 7.12% |
Equity
100.13%
92.88%
Cash
-0.13%
7.12%
Top 10 Holdings |
|
|
Top 10 Holdings
Hero Motocorp Ltd. | 5.07% |
BSE Ltd. | 4.92% |
Muthoot Finance Ltd. | 4.80% |
AU Small Finance Bank Ltd. | 4.53% |
The Federal Bank Ltd. | 4.15% |
Cummins India Ltd. | 3.99% |
L&T Finance Ltd. | 3.65% |
One97 Communications Ltd. | 3.56% |
Ashok Leyland Ltd. | 3.35% |
Max Financial Services Ltd. | 2.96% |
Max Financial Services Ltd. | 4.65% |
AU Small Finance Bank Ltd. | 4.21% |
The Federal Bank Ltd. | 3.69% |
Indian Bank | 3.33% |
Balkrishna Industries Ltd. | 3.31% |
Hindustan Petroleum Corporation Ltd. | 2.99% |
Coforge Ltd. | 2.80% |
Glenmark Pharmaceuticals Ltd. | 2.78% |
Ipca Laboratories Ltd. | 2.74% |
Mahindra & Mahindra Financial Services Ltd. | 2.70% |
Name | - | - |
Start Date | - | - |
Name
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Start Date
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Description | The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 04 Oct 2022 | 07 May 2007 |
Description
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
04 Oct 2022
07 May 2007