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) | ₹84061 Cr | ₹6205 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 | -2.9% | -2.6% |
6 Month | 7.42% | 7.57% |
1 Year | 0.85% | -2.13% |
3 Year | 26.48% | 18.95% |
5 Year | 30.93% | 25.97% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 8.49% | 8.21% |
1 Year | 12.99% | 10.07% |
3 Year | 25.04% | 20.82% |
5 Year | 26.06% | 20.52% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 14.93% | 20.02% |
3 Year | 20.25% | 18.45% |
5 Year | 19.59% | 15.6% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 14.61% | 13.87% |
Sharp | 1.60% | 1.1% |
Beta | 0.85% | 0.92% |
Alpha | 4.88% | -3.69% |
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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 | 12.45 | 7.92 |
Mid Cap | 62.14 | 67.6 |
Large Cap | 5.61 | 6.19 |
Small Cap | 19.81 | 18.28 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 7.15 | 3.67 |
Basic Materials | 7.04 | 15.62 |
Consumer Defensive | 4.33 | 2.8 |
Consumer Cyclical | 17.44 | 14.25 |
Financial Services | 25.63 | 22.92 |
Industrials | 9.8 | 11.94 |
Communication Services | 2.88 | 1.2 |
Healthcare | 10.43 | 12.04 |
Technology | 11.08 | 9.1 |
Energy | 2.89 | - |
Utilities | 1.31 | 2.6 |
Real Estate | - | 3.87 |
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