HDFC Mid vs Sundaram Mid Cap Fund Regular Plan compare

HDFC Mid-Cap Opportunities Fund - Growth Plan

Sundaram Mid Cap Fund Regular Plan - Growth

Overview

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
Fund	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹70563 Cr	₹11825 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Jun 2007	01 Jul 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	45%
Expense Ratio	1.41	1.73
Manager	Dhruv Muchhal	Ratish Varier
ISIN Code	INF179K01CR2	INF903J01173
Exits Load	Exit load of 1% if redeemed within 1 year./365	For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	0.31%	3.73%
6 Month	20.71%	26.72%
1 Year	47.47%	55.76%
3 Year	30.25%	27.27%
5 Year	30.78%	27%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	20.42%	21.78%
3 Year	61.3%	55%
5 Year	122.32%	101.07%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	31.42%	26.93%
3 Year	87.81%	73.41%
5 Year	131.47%	110.61%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	12.9%	13.35%
Sharp	1.61%	1.37%
Beta	0.85%	0.87%
Alpha	4.63%	1.34%

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Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
Name	Dhruv Muchhal	Ratish Varier
Total AUM	₹520687 Cr	₹12102 Cr
Fund Manage	40	3
	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.22	6.5
Mid Cap	65.36	66.49
Large Cap	8.77	17.11
Small Cap	19.65	9.85

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.22	2.66
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	0.46
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	2.45
Financial Technology (Fintech)	1.41	-
Personal Products	0.72	-
Cigarettes & Tobacco Products	0.09	-
Ferrous Metals	2.22	-
Commercial Services & Supplies	1.08	-
Materials	-	5.11
Healthcare	-	10.83
Technology	-	4.25
Financial	-	18.38
Chemicals	-	3.8
Capital Goods	-	11.59
Automobile	-	9.82
Energy	-	4.29
Services	-	13.57
Consumer Discretionary	-	4.72
Communication	-	0.34
Consumer Staples	-	1.94
Metals & Mining	-	3.91
Unclassified	-	1.83