HDFC Mid vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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 Very High
Asset Size (Cr) ₹70563 Cr ₹6621 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 1.41 1.76
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01CR2 INF843K01013
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 Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 0.31% -4.54%
6 Month 20.71% 23.72%
1 Year 47.47% 54.02%
3 Year 30.25% 23.83%
5 Year 30.78% 29.98%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 20.42% 23.66%
3 Year 61.3% 55.01%
5 Year 122.32% 115.03%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 15.3% 15.62%
3 Year 19.41% 20.15%
5 Year 18.84% 19.8%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.9% 13.78%
Sharp 1.61% 1.29%
Beta 0.85% 0.92%
Alpha 4.63% 2.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.22 9.49
Mid Cap 65.36 62.94
Large Cap 8.77 13.08
Small Cap 19.65 14.49

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 6.22 3.31
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 4.54
Financial Technology (Fintech) 1.41 -
Personal Products 0.72 -
Cigarettes & Tobacco Products 0.09 -
Ferrous Metals 2.22 -
Commercial Services & Supplies 1.08 -
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

Top Comparisons

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns38.33%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns33.54%

Compare Now

BANDHAN Core Equity Fund - Regular Plan - Growth BANDHAN Core Equity Fund - Regular Plan - Growth

3Y Returns27.55%

VS

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns22.69%

Compare Now

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns5.75%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns3.6%

Compare Now

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns8.66%

VS

Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G) Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully