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
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) | ₹73510 Cr | ₹5533 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | 5.37% | 7.23% |
6 Month | -12.26% | -16.51% |
1 Year | 7.73% | 7.94% |
3 Year | 23.2% | 14.87% |
5 Year | 34.94% | 29.72% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | -6.14% | -6.23% |
1 Year | -8.3% | -10.8% |
3 Year | 22.55% | 17.23% |
5 Year | 25.67% | 20.09% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 15.63% | 21% |
3 Year | 19.73% | 18.45% |
5 Year | 19.19% | 15.37% |
Risk Management
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 15.301% | 13.87% |
Sharp | 1.022% | 0.48% |
Beta | 0.855% | 0.91% |
Alpha | 4.384% | -4.11% |
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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 |
Funds Managed | 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 | 8.07 | 7.81 |
Mid Cap | 65.07 | 68.21 |
Large Cap | 5.88 | 6.85 |
Small Cap | 20.98 | 17.12 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 8.07 | 5.6 |
Basic Materials | 6.21 | 14.88 |
Consumer Defensive | 4.23 | 3.22 |
Consumer Cyclical | 17.51 | 16.59 |
Financial Services | 24.44 | 17.22 |
Healthcare | 11.93 | 12.5 |
Industrials | 10.38 | 12.88 |
Communication Services | 3.05 | 1.4 |
Energy | 2.69 | 0.76 |
Utilities | 1.37 | 2.91 |
Technology | 10.11 | 8.31 |
Real Estate | - | 3.73 |
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