HDFC Mid vs Quant Mid Cap Fund compare

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

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tortoise-icon Quant Mid Cap Fund-Growth

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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 Quant Mid Cap Fund-Growth
Fund HDFC Mid-Cap Opportunities Fund - Growth Plan Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹70563 Cr ₹8713 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 25 Jun 2007 26 Feb 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 14.6% %
Expense Ratio 1.41 1.74
Manager Dhruv Muchhal Sanjeev Sharma
ISIN Code INF179K01CR2 INF966L01176
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 0.50% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Quant Mid Cap Fund-Growth
1 Month -4.53% -8.93%
6 Month 8.86% -7.82%
1 Year 32.77% 26.64%
3 Year 25.23% 21.34%
5 Year 27.91% 30.78%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Quant Mid Cap Fund-Growth
6 Month - -
1 Year 25.24% 6.96%
3 Year 33.59% 27.21%
5 Year 32.35% 31.83%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Quant Mid Cap Fund-Growth
1 Year 15.33% 12.47%
3 Year 19.4% 11.42%
5 Year 18.84% 10.35%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Quant Mid Cap Fund-Growth
Standard Deviation 12.9% 15.85%
Sharp 1.61% 1.43%
Beta 0.85% 0.88%
Alpha 4.63% 5.07%

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Fund Managers

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Quant Mid Cap Fund-Growth
Name Dhruv Muchhal Sanjeev Sharma
Total AUM ₹520687 Cr ₹39731 Cr
Fund Manage 40 22
HDFC Mid-Cap Opportunities Fund - Growth Plan Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Quant Mid Cap Fund-Growth

Others 6.94 12.39
Mid Cap 67.07 69.78
Large Cap 8.31 17.85
Small Cap 17.68 -

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Quant Mid Cap Fund-Growth

Others 6.94 12.39
Cement & Cement Products 1.45 -
Finance 6.14 4.13
Healthcare Services 3.96 -
Textiles & Apparels 1 -
Banks 10.27 -
Agricultural, Commercial & Construction Vehicles 0.41 -
Leisure Services 4.02 1.62
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.66 11.58
Auto Components 8.63 6.21
Consumer Durables 4.87 -
Chemicals & Petrochemicals 3.33 4.28
Petroleum Products 2.91 9.72
Personal Products 1.21 -
Transport Services 1.03 7.91
Telecom - Services 3.05 4.5
Fertilizers & Agrochemicals 0.42 -
Insurance 4.78 1.05
Industrial Products 7.32 -
Agricultural Food & other Products 1.25 5.86
Media 0.12 -
Gas 0.89 -
IT - Software 8.23 3.99
Aerospace & Defense 0.51 -
Capital Markets 0.83 -
Construction 2.64 7.93
Financial Technology (Fintech) 1.48 -
Cigarettes & Tobacco Products 0.07 -
Ferrous Metals 2.01 11.77
Beverages 0.43 -
Commercial Services & Supplies 0.84 -
Diversified FMCG - 5.34
Power - 1.74

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