HDFC Mid vs Motilal Oswal Midcap Fund compare

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Chart Comparison

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

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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month	5.37%	3.01%
6 Month	-12.26%	-15.97%
1 Year	7.73%	14.16%
3 Year	23.2%	26.73%
5 Year	34.94%	37.32%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month	-6.14%	-11.8%
1 Year	-8.3%	-10.59%
3 Year	22.55%	26.64%
5 Year	25.67%	30.41%

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%

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%

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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

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	-

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