HDFC Mid vs Quant Mid Cap Fund compare

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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Quant Mid Cap Fund-Growth
1 Month	0.31%	-0.91%
6 Month	20.71%	19.75%
1 Year	47.47%	57.66%
3 Year	30.25%	31.96%
5 Year	30.78%	37.24%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Quant Mid Cap Fund-Growth
6 Month	-	-
1 Year	20.42%	29.27%
3 Year	61.3%	71.16%
5 Year	122.32%	158.32%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Quant Mid Cap Fund-Growth
1 Year	31.42%	38.51%
3 Year	87.81%	106.01%
5 Year	131.47%	165.66%

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%

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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Quant Mid Cap Fund-Growth
Others	6.22	12.92
Mid Cap	65.36	65.62
Large Cap	8.77	21.46
Small Cap	19.65	-

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Quant Mid Cap Fund-Growth
Others	6.22	0.34
Leisure Services	4.46	-
Auto Components	8.7	-
Insurance	3.89	-
Banks	10.64	-
Healthcare Services	4.47	-
Telecom - Services	2.87	-
Pharmaceuticals & Biotechnology	7.51	-
Consumer Durables	5.9	-
IT - Software	7.3	-
Petroleum Products	2.34	-
Ferrous Metals	2.22	-
Industrial Products	9.14	-
Chemicals & Petrochemicals	4.16	-
Finance	6.25	-
Cement & Cement Products	1.59	-
Financial Technology (Fintech)	1.41	-
Aerospace & Defense	1.17	-
Construction	2.77	-
Commercial Services & Supplies	1.08	-
Capital Markets	0.91	-
Agricultural Food & other Products	0.74	-
Personal Products	0.72	-
Textiles & Apparels	1.11	-
Gas	0.53	-
Agricultural, Commercial & Construction Vehicles	0.44	-
Entertainment	0.41	-
Printing & Publication	0.36	-
Fertilizers & Agrochemicals	0.47	-
Media	0.13	-
Cigarettes & Tobacco Products	0.09	-
Energy	-	19.51
Healthcare	-	12.29
Services	-	14.39
Automobile	-	9.88
Financial	-	18.55
Chemicals	-	5.24
Metals & Mining	-	11.79
Technology	-	2.78
Communication	-	5.23