Sundaram Mid Cap Fund Regular Plan vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
| 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) | ₹75037 Cr | ₹12350 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Jun 2007 | 19 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 | 1.39 | 1.74 |
| Manager | Dhruv Muchhal | Ratish Varier |
| ISIN Code | INF179K01CR2 | INF903J01173 |
| 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 | Sundaram Mid Cap 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.58% | 3.46% |
| 6 Month | 5.01% | 7.62% |
| 1 Year | 27.77% | 35.63% |
| 3 Year | 28.13% | 26.68% |
| 5 Year | 28.87% | 24.79% |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.75% | 26.13% |
| 3 Year | 33.37% | 32.98% |
| 5 Year | 32.36% | 29.8% |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.33% | 21.22% |
| 3 Year | 19.4% | 18.05% |
| 5 Year | 18.84% | 18.53% |
| 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% | 1.22% |
| Beta | 0.85% | 0.88% |
| Alpha | 4.63% | 3.05% |
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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 | 7.9 | 5.82 |
| Mid Cap | 66.6 | 67.46 |
| Large Cap | 7.86 | 13.04 |
| Small Cap | 17.64 | 13.95 |
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.9 | 5.82 |
| Cement & Cement Products | 1.39 | 1.94 |
| Finance | 5.59 | 8.57 |
| Healthcare Services | 4.01 | 4.37 |
| Textiles & Apparels | 1.04 | - |
| Banks | 10.88 | 8.64 |
| Agricultural, Commercial & Construction Vehicles | 0.37 | - |
| Leisure Services | 4.11 | 3.59 |
| Printing & Publication | 0.3 | - |
| Pharmaceuticals & Biotechnology | 8.75 | 6.89 |
| Auto Components | 8.37 | 7.23 |
| Consumer Durables | 4.63 | 6.05 |
| Chemicals & Petrochemicals | 3.25 | 1.47 |
| Petroleum Products | 2.65 | 1.42 |
| Personal Products | 1.15 | - |
| Transport Services | 1.02 | 2.13 |
| Telecom - Services | 2.67 | 1.12 |
| Fertilizers & Agrochemicals | 0.44 | 3.11 |
| Insurance | 5.12 | 1.28 |
| Industrial Products | 6.82 | 7.67 |
| Agricultural Food & other Products | 1.34 | 1.22 |
| Media | 0.12 | - |
| Gas | 0.71 | 0.9 |
| IT - Software | 8.55 | 4.71 |
| Aerospace & Defense | 0.53 | 1.31 |
| Capital Markets | 0.94 | 2.39 |
| Construction | 2.51 | - |
| Financial Technology (Fintech) | 1.61 | 1.67 |
| Cigarettes & Tobacco Products | 0.07 | - |
| Ferrous Metals | 1.84 | 0.99 |
| Beverages | 0.4 | 1.19 |
| Commercial Services & Supplies | 0.92 | - |
| Electrical Equipment | - | 3.19 |
| Realty | - | 3.04 |
| Automobiles | - | 1.48 |
| Food Products | - | 0.88 |
| Retailing | - | 4.29 |
| Power | - | 1.71 |
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