Aditya Birla Sun Life MidCap Fund vs HDFC Mid compare

Overview

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Fund	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹70563 Cr	₹5801 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	25 Jun 2007	05 Oct 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	16%
Expense Ratio	1.41	1.9
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01CR2	INF209K01363
Exits Load	Exit load of 1% if redeemed within 1 year./365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
1 Month	0.31%	7.06%
6 Month	20.71%	26.47%
1 Year	47.47%	43.27%
3 Year	30.25%	21.85%
5 Year	30.78%	26.23%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
6 Month	-	-
1 Year	20.42%	19.77%
3 Year	61.3%	45.54%
5 Year	122.32%	92.94%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
1 Year	31.42%	27%
3 Year	87.81%	67.79%
5 Year	131.47%	101.59%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation	12.9%	13.87%
Sharp	1.61%	1.1%
Beta	0.85%	0.88%
Alpha	4.63%	-2.22%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Fund Manage	40	55
	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Others	6.22	1.32
Mid Cap	65.36	66.67
Large Cap	8.77	12.94
Small Cap	19.65	19.03

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Others	6.22	1.23
Leisure Services	4.46	-
Auto Components	8.7	-
Insurance	3.89	-
Banks	10.64	-
Healthcare Services	4.47	-
Telecom - Services	2.87	-
Pharmaceuticals & Biotechnology	7.51	-
Consumer Durables	5.9	-
IT - Software	7.3	-
Petroleum Products	2.34	-
Ferrous Metals	2.22	-
Industrial Products	9.14	-
Chemicals & Petrochemicals	4.16	-
Finance	6.25	-
Cement & Cement Products	1.59	-
Financial Technology (Fintech)	1.41	-
Aerospace & Defense	1.17	-
Construction	2.77	2.71
Commercial Services & Supplies	1.08	-
Capital Markets	0.91	-
Agricultural Food & other Products	0.74	-
Personal Products	0.72	-
Textiles & Apparels	1.11	-
Gas	0.53	-
Agricultural, Commercial & Construction Vehicles	0.44	-
Entertainment	0.41	-
Printing & Publication	0.36	-
Fertilizers & Agrochemicals	0.47	-
Media	0.13	-
Cigarettes & Tobacco Products	0.09	-
Energy	-	5.64
Healthcare	-	9.43
Chemicals	-	6.17
Textiles	-	2.67
Capital Goods	-	11.59
Financial	-	18.59
Automobile	-	7.89
Technology	-	3.34
Consumer Discretionary	-	5.37
Metals & Mining	-	5.81
Materials	-	4.97
Services	-	8.88
Consumer Staples	-	5.14
Communication	-	0.53