Edelweiss Mid Cap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹73510 Cr | ₹8268 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 25 Jun 2007 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 14.6% | 43% |
Expense Ratio | 1.39 | 1.73 |
Manager | Dhruv Muchhal | Trideep Bhattacharya |
ISIN Code | INF179K01CR2 | INF843K01013 |
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 | Edelweiss Mid Cap 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -5.5% | -7.38% |
6 Month | -9.84% | -10.92% |
1 Year | 7.72% | 13.14% |
3 Year | 24.16% | 21.91% |
5 Year | 24.05% | 24.09% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -6.86% | -6.07% |
3 Year | 22.58% | 22.37% |
5 Year | 26.19% | 25.43% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.63% | 16.08% |
3 Year | 19.73% | 20.39% |
5 Year | 19.19% | 20.04% |
Risk Management
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.589% | 15.57% |
Sharp | 1.162% | 0.992% |
Beta | 0.863% | 0.906% |
Alpha | 3.909% | 1.762% |
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Fund Managers
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Trideep Bhattacharya |
Total AUM | ₹520687 Cr | ₹0 Cr |
Fund Manage | 40 | 9 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.9 | 9.49 |
Mid Cap | 66.6 | 62.94 |
Large Cap | 7.86 | 13.08 |
Small Cap | 17.64 | 14.49 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.9 | 3.31 |
Cement & Cement Products | 1.39 | - |
Finance | 5.59 | - |
Healthcare Services | 4.01 | - |
Textiles & Apparels | 1.04 | - |
Banks | 10.88 | - |
Agricultural, Commercial & Construction Vehicles | 0.37 | - |
Leisure Services | 4.11 | - |
Printing & Publication | 0.3 | - |
Pharmaceuticals & Biotechnology | 8.75 | - |
Auto Components | 8.37 | - |
Consumer Durables | 4.63 | - |
Chemicals & Petrochemicals | 3.25 | - |
Petroleum Products | 2.65 | - |
Personal Products | 1.15 | - |
Transport Services | 1.02 | - |
Telecom - Services | 2.67 | - |
Fertilizers & Agrochemicals | 0.44 | - |
Insurance | 5.12 | - |
Industrial Products | 6.82 | - |
Agricultural Food & other Products | 1.34 | - |
Media | 0.12 | - |
Gas | 0.71 | - |
IT - Software | 8.55 | - |
Aerospace & Defense | 0.53 | - |
Capital Markets | 0.94 | - |
Construction | 2.51 | 4.54 |
Financial Technology (Fintech) | 1.61 | - |
Cigarettes & Tobacco Products | 0.07 | - |
Ferrous Metals | 1.84 | - |
Beverages | 0.4 | - |
Commercial Services & Supplies | 0.92 | - |
Materials | - | 5.49 |
Consumer Staples | - | 1.87 |
Healthcare | - | 6.29 |
Financial | - | 14.64 |
Services | - | 11.48 |
Capital Goods | - | 20.88 |
Automobile | - | 11.39 |
Communication | - | 1.48 |
Metals & Mining | - | 6.29 |
Consumer Discretionary | - | 1.97 |
Technology | - | 5.63 |
Energy | - | 0.95 |
Chemicals | - | 3.48 |
Textiles | - | 0.31 |
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