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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) | ₹84061 Cr | ₹6106 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 | -2.85% | -2.86% |
| 6 Month | 11.07% | 11.53% |
| 1 Year | 3.67% | -0.34% |
| 3 Year | 25.59% | 18.03% |
| 5 Year | 29.61% | 24.8% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 6.32% | 5.54% |
| 1 Year | 7.36% | 3.93% |
| 3 Year | 21.61% | 17.55% |
| 5 Year | 23.93% | 18.46% |
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 | 13.79% | 13.87% |
| Sharp | 1.39% | 0.9% |
| Beta | 0.83% | 0.93% |
| Alpha | 4.66% | -3.15% |
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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