Aditya Birla Sun Life MidCap Fund vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹100
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

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
1 Month 0.31% -6.22%
6 Month 20.71% 14.61%
1 Year 47.47% 44.1%
3 Year 30.25% 18.9%
5 Year 30.78% 23.71%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
1 Year 15.3% 20.84%
3 Year 19.41% 18.66%
5 Year 18.84% 15.3%

Risk Management

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% 1.05%
Beta 0.85% 0.88%
Alpha 4.63% -0.76%

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Fund Managers

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

Market Cap

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

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Aditya Birla Sun Life MidCap Fund-Growth

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

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