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)	₹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	3.58%	2.31%
6 Month	5.01%	2.51%
1 Year	27.77%	25.11%
3 Year	28.13%	18.31%
5 Year	28.87%	23.02%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
6 Month	-	-
1 Year	21.75%	17.56%
3 Year	33.37%	25.7%
5 Year	32.36%	26.05%

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%	0.8%
Beta	0.85%	0.9%
Alpha	4.63%	-2.58%

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