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Aditya Birla Sun Life MidCap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹92169 Cr | ₹6278 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2007 | 03 Oct 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% | 16% |
| Expense Ratio | 1.39 | 1.87 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179K01CR2 | INF209K01363 |
| 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 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | -1.24% | -1.77% |
| 6 Month | 5.43% | 0.94% |
| 1 Year | 4.63% | 0.14% |
| 3 Year | 24.69% | 19.84% |
| 5 Year | 25.31% | 20.45% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 2.88% | 1.17% |
| 1 Year | 20.1% | 14.19% |
| 3 Year | 20.78% | 16.16% |
| 5 Year | 22.84% | 16.82% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 14.36% | 19.29% |
| 3 Year | 20.76% | 18.6% |
| 5 Year | 20.06% | 15.84% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.85% | 13.87% |
| Sharp | 1.25% | 0.88% |
| Beta | 0.86% | 0.94% |
| Alpha | 3.57% | -2.36% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 12.16 | 10.13 |
| Mid Cap | 63.68 | 63.88 |
| Large Cap | 7.64 | 4.82 |
| Small Cap | 16.51 | 21.18 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 6.97 | 1.14 |
| Basic Materials | 5.07 | 15.09 |
| Consumer Defensive | 5.56 | 1.06 |
| Consumer Cyclical | 16.69 | 17.5 |
| Financial Services | 27.28 | 23.76 |
| Industrials | 9.05 | 11.87 |
| Communication Services | 2.76 | 1.06 |
| Healthcare | 12.26 | 7.68 |
| Technology | 10.48 | 12.81 |
| Energy | 2.76 | - |
| Utilities | 1.11 | 2.3 |
| Real Estate | - | 5.73 |
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