- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Mid vs Motilal Oswal Midcap Fund compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹73510 Cr | ₹24488 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Jun 2007 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 14.6% | 120% |
| Expense Ratio | 1.39 | 1.58 |
| Manager | Dhruv Muchhal | Rakesh Shetty |
| ISIN Code | INF179K01CR2 | INF247L01411 |
| 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 | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.46% | 0.31% |
| 6 Month | -3.56% | -10.48% |
| 1 Year | 9.74% | 12.98% |
| 3 Year | 24.75% | 26.57% |
| 5 Year | 33.48% | 37.24% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.25% | -5.19% |
| 1 Year | -4.53% | -10.03% |
| 3 Year | 23.07% | 26.05% |
| 5 Year | 25.47% | 29.56% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.63% | 18.45% |
| 3 Year | 19.73% | 18.47% |
| 5 Year | 19.19% | 13.83% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.301% | 18.728% |
| Sharp | 1.022% | 1.047% |
| Beta | 0.855% | 0.892% |
| Alpha | 4.384% | 7.885% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Rakesh Shetty |
| Total AUM | ₹520687 Cr | ₹33886 Cr |
| Funds Managed | 40 | 19 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.07 | 23.08 |
| Mid Cap | 65.07 | 69.66 |
| Large Cap | 5.88 | 7.25 |
| Small Cap | 20.98 | - |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.07 | 23.08 |
| Basic Materials | 6.21 | 2.32 |
| Consumer Defensive | 4.23 | - |
| Consumer Cyclical | 17.51 | 16.09 |
| Financial Services | 24.44 | 0.09 |
| Healthcare | 11.93 | 5 |
| Industrials | 10.38 | 11.09 |
| Communication Services | 3.05 | 3.44 |
| Energy | 2.69 | - |
| Utilities | 1.37 | 2.06 |
| Technology | 10.11 | 34.02 |
| Real Estate | - | 2.8 |
Top Comparisons
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.37%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.37%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns13.68%
Sundaram Flexicap Fund Regular Growth
3Y Returns0%
ICICI Prudential MNC Fund - Growth Option
3Y Returns12.38%
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
3Y Returns9.38%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.13%
Nippon India Floating Rate Fund - Growth Plan-Growth Option
3Y Returns7.25%
