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Aditya Birla Sun Life MidCap Fund vs HDFC Mid compare

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

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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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 Risk Very High Risk
Asset Size (Cr) ₹73510 Cr ₹5533 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 Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
1 Month -6.82% -8.23%
6 Month -8.76% -13.12%
1 Year 6.23% 4.58%
3 Year 23.2% 13.72%
5 Year 24.51% 18.69%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
6 Month - -
1 Year -8.18% -14.12%
3 Year 21.91% 14.07%
5 Year 25.48% 18.74%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Aditya Birla Sun Life MidCap Fund-Growth
1 Year 15.63% 21%
3 Year 19.73% 18.45%
5 Year 19.19% 15.37%

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% 0.55%
Beta 0.85% 0.92%
Alpha 4.63% -4.3%

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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 7.9 0.64
Mid Cap 66.6 65.58
Large Cap 7.86 8.02
Small Cap 17.64 25.69

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Aditya Birla Sun Life MidCap Fund-Growth

Others 7.9 0.64
Cement & Cement Products 1.39 3.77
Finance 5.59 9.56
Healthcare Services 4.01 4.64
Textiles & Apparels 1.04 2.33
Banks 10.88 5.71
Agricultural, Commercial & Construction Vehicles 0.37 0.87
Leisure Services 4.11 1.97
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.75 7.14
Auto Components 8.37 9.47
Consumer Durables 4.63 7.07
Chemicals & Petrochemicals 3.25 3.49
Petroleum Products 2.65 -
Personal Products 1.15 0.36
Transport Services 1.02 0.92
Telecom - Services 2.67 0.05
Fertilizers & Agrochemicals 0.44 3.16
Insurance 5.12 2.61
Industrial Products 6.82 4.78
Agricultural Food & other Products 1.34 0.4
Media 0.12 -
Gas 0.71 1.52
IT - Software 8.55 3.52
Aerospace & Defense 0.53 -
Capital Markets 0.94 1.77
Construction 2.51 1.8
Financial Technology (Fintech) 1.61 -
Cigarettes & Tobacco Products 0.07 -
Ferrous Metals 1.84 1.49
Beverages 0.4 3.47
Commercial Services & Supplies 0.92 -
Paper, Forest & Jute Products - 0.98
Electrical Equipment - 3
Realty - 2.16
Entertainment - 1.09
Oil - 0.78
Retailing - 3.22
Automobiles - 0.83
Industrial Manufacturing - 0.47
Minerals & Mining - 1.44
Transport Infrastructure - 0.12
Power - 3.33

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