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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
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) | ₹73510 Cr | ₹11638 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 | 1.77 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.73% | 7.88% |
| 6 Month | -10.99% | -14.16% |
| 1 Year | 10.65% | 12.4% |
| 3 Year | 24.74% | 21.03% |
| 5 Year | 34.74% | 30.27% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -6.14% | -7.34% |
| 1 Year | -8.3% | -9.78% |
| 3 Year | 22.55% | 21.53% |
| 5 Year | 25.67% | 22.98% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.63% | 21.47% |
| 3 Year | 19.73% | 18.34% |
| 5 Year | 19.19% | 18.67% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.301% | 16.453% |
| Sharp | 1.022% | 0.764% |
| Beta | 0.855% | 0.915% |
| Alpha | 4.384% | 0.528% |
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Fund Managers
| 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 |
| Funds Managed | 40 | 3 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.07 | 6.38 |
| Mid Cap | 65.07 | 65.33 |
| Large Cap | 5.88 | 15.27 |
| Small Cap | 20.98 | 13.03 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.07 | 5.37 |
| Basic Materials | 6.21 | 9.99 |
| Consumer Defensive | 4.23 | 3.4 |
| Consumer Cyclical | 17.51 | 18.88 |
| Financial Services | 24.44 | 19.52 |
| Healthcare | 11.93 | 11.03 |
| Industrials | 10.38 | 14.82 |
| Communication Services | 3.05 | 3.32 |
| Energy | 2.69 | 1.7 |
| Utilities | 1.37 | 2.1 |
| Technology | 10.11 | 6.45 |
| Real Estate | - | 3.43 |
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