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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) | ₹83105 Cr | ₹5970 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 | 2.31% | 2.47% |
| 6 Month | 20.27% | 19.05% |
| 1 Year | 1.04% | -3.99% |
| 3 Year | 23.91% | 17.67% |
| 5 Year | 28.37% | 23.85% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 5.13% | 4.04% |
| 1 Year | 15.05% | 11.78% |
| 3 Year | 22.66% | 18.72% |
| 5 Year | 24.25% | 18.79% |
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 | 13.84% | 13.87% |
| Sharp | 1.20% | 0.76% |
| Beta | 0.83% | 0.94% |
| Alpha | 4.36% | -2.6% |
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 | 12.06 | 8.56 |
| Mid Cap | 61.58 | 68.85 |
| Large Cap | 7.16 | 4.66 |
| Small Cap | 19.2 | 17.93 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 7.22 | 3.54 |
| Basic Materials | 5.74 | 16.2 |
| Consumer Defensive | 5.12 | 2.87 |
| Consumer Cyclical | 18.34 | 14.97 |
| Financial Services | 24.14 | 20.54 |
| Industrials | 10.31 | 11.11 |
| Communication Services | 2.93 | 1.14 |
| Healthcare | 12 | 12.48 |
| Technology | 10.2 | 10.98 |
| Energy | 2.77 | - |
| Utilities | 1.24 | 2.36 |
| Real Estate | - | 3.81 |
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