Aditya Birla Sun Life MidCap Fund vs HDFC Mid compare

Link copied to clipboard!

tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

Invest Now

tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
Fund HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹70563 Cr ₹5801 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 25 Jun 2007 05 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 1.41 1.9
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01CR2 INF209K01363
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
1 Month 0.31% 7.74%
6 Month 20.71% 35.41%
1 Year 47.47% 45.57%
3 Year 30.25% 22%
5 Year 30.78% 25.87%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
6 Month - -
1 Year 20.42% 19.77%
3 Year 61.3% 45.54%
5 Year 122.32% 92.94%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
1 Year 31.42% 27%
3 Year 87.81% 67.79%
5 Year 131.47% 101.59%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation 12.9% 13.87%
Sharp 1.61% 1.05%
Beta 0.85% 0.88%
Alpha 4.63% -2.1%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Aditya Birla Sun Life MidCap Fund-Growth

Others 6.22 1.32
Mid Cap 65.36 66.67
Large Cap 8.77 12.94
Small Cap 19.65 19.03

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Aditya Birla Sun Life MidCap Fund-Growth

Others 6.22 1.23
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 -
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 2.71
Financial Technology (Fintech) 1.41 -
Personal Products 0.72 -
Cigarettes & Tobacco Products 0.09 -
Ferrous Metals 2.22 -
Commercial Services & Supplies 1.08 -
Healthcare - 9.43
Communication - 0.53
Materials - 4.97
Services - 8.88
Consumer Staples - 5.14
Automobile - 7.89
Financial - 18.59
Chemicals - 6.17
Energy - 5.64
Metals & Mining - 5.81
Capital Goods - 11.59
Technology - 3.34
Consumer Discretionary - 5.37
Textiles - 2.67

Top Comparisons

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns20.72%

VS

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns18.54%

Compare Now

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.82%

VS

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns8.72%

Compare Now

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

3Y Returns5.47%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns5.84%

Compare Now

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns5.57%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns5.58%

Compare Now
Request call back
Add to Cart Successfully