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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) | ₹84855 Cr | ₹6008 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 | 4.21% | 3.51% |
| 6 Month | 12.98% | 10.02% |
| 1 Year | 7.61% | 1.73% |
| 3 Year | 25.9% | 19.83% |
| 5 Year | 29.74% | 24.55% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 0.18% | -0.31% |
| 1 Year | 9.82% | 7.46% |
| 3 Year | 18.91% | 15.24% |
| 5 Year | 22.01% | 16.57% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 14.73% | 19.77% |
| 3 Year | 20.43% | 18.44% |
| 5 Year | 19.73% | 15.68% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.86% | 13.87% |
| Sharp | 1.28% | 0.8% |
| Beta | 0.86% | 0.94% |
| Alpha | 3.88% | -2.73% |
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 | 10.91 | 8.79 |
| Mid Cap | 62.44 | 65.81 |
| Large Cap | 7.87 | 3.95 |
| Small Cap | 18.77 | 21.45 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 6.37 | 2.88 |
| Basic Materials | 5.54 | 16.17 |
| Consumer Defensive | 5.67 | 2.8 |
| Consumer Cyclical | 17.92 | 17.13 |
| Financial Services | 24.7 | 20.63 |
| Industrials | 10.55 | 11.8 |
| Communication Services | 2.73 | 1.09 |
| Healthcare | 12.55 | 10.41 |
| Technology | 9.82 | 11.09 |
| Energy | 2.9 | - |
| Utilities | 1.24 | 2.23 |
| Real Estate | - | 3.76 |
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