Aditya Birla Sun Life MidCap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
| 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) | ₹75037 Cr | ₹6015 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2007 | 03 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 | 1.39 | 1.87 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179K01CR2 | INF209K01363 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | -5.05% | -5.67% |
| 6 Month | -1.54% | -4.32% |
| 1 Year | 17.46% | 14.96% |
| 3 Year | 24.33% | 15.09% |
| 5 Year | 26.18% | 20.23% |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.9% | 3.32% |
| 3 Year | 28.49% | 21.04% |
| 5 Year | 29.46% | 23.1% |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 15.33% | 20.84% |
| 3 Year | 19.4% | 18.53% |
| 5 Year | 18.84% | 15.28% |
| 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% | 0.7% |
| Beta | 0.85% | 0.9% |
| Alpha | 4.63% | -3.27% |
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| 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 | 7.9 | 0.64 |
| Mid Cap | 66.6 | 65.58 |
| Large Cap | 7.86 | 8.02 |
| Small Cap | 17.64 | 25.69 |
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 7.9 | 0.64 |
| Cement & Cement Products | 1.39 | 3.77 |
| Finance | 5.59 | 9.56 |
| Healthcare Services | 4.01 | 4.64 |
| Textiles & Apparels | 1.04 | 2.33 |
| Banks | 10.88 | 5.71 |
| Agricultural, Commercial & Construction Vehicles | 0.37 | 0.87 |
| Leisure Services | 4.11 | 1.97 |
| Printing & Publication | 0.3 | - |
| Pharmaceuticals & Biotechnology | 8.75 | 7.14 |
| Auto Components | 8.37 | 9.47 |
| Consumer Durables | 4.63 | 7.07 |
| Chemicals & Petrochemicals | 3.25 | 3.49 |
| Petroleum Products | 2.65 | - |
| Personal Products | 1.15 | 0.36 |
| Transport Services | 1.02 | 0.92 |
| Telecom - Services | 2.67 | 0.05 |
| Fertilizers & Agrochemicals | 0.44 | 3.16 |
| Insurance | 5.12 | 2.61 |
| Industrial Products | 6.82 | 4.78 |
| Agricultural Food & other Products | 1.34 | 0.4 |
| Media | 0.12 | - |
| Gas | 0.71 | 1.52 |
| IT - Software | 8.55 | 3.52 |
| Aerospace & Defense | 0.53 | - |
| Capital Markets | 0.94 | 1.77 |
| Construction | 2.51 | 1.8 |
| Financial Technology (Fintech) | 1.61 | - |
| Cigarettes & Tobacco Products | 0.07 | - |
| Ferrous Metals | 1.84 | 1.49 |
| Beverages | 0.4 | 3.47 |
| Commercial Services & Supplies | 0.92 | - |
| Paper, Forest & Jute Products | - | 0.98 |
| Electrical Equipment | - | 3 |
| Realty | - | 2.16 |
| Entertainment | - | 1.09 |
| Oil | - | 0.78 |
| Retailing | - | 3.22 |
| Automobiles | - | 0.83 |
| Industrial Manufacturing | - | 0.47 |
| Minerals & Mining | - | 1.44 |
| Transport Infrastructure | - | 0.12 |
| Power | - | 3.33 |
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