Aditya Birla Sun Life MidCap Fund vs HDFC Mid compare

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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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	Very High
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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
1 Month	4.46%	5.81%
6 Month	-2.11%	-1.84%
1 Year	7.3%	5.19%
3 Year	31.8%	23.45%
5 Year	33.12%	28.51%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
6 Month	9.86%	11.37%
1 Year	10.12%	9.62%
3 Year	25.08%	21.31%
5 Year	26.17%	21.16%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
1 Year	15.2%	20.52%
3 Year	20.01%	18.28%
5 Year	19.47%	15.51%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation	15.301%	13.87%
Sharp	1.022%	0.87%
Beta	0.855%	0.91%
Alpha	4.384%	-3.72%

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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
Funds Managed	40	55
	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Others	8.07	2.41
Mid Cap	65.07	68.22
Large Cap	5.88	11.49
Small Cap	20.98	17.72

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Aditya Birla Sun Life MidCap Fund-Growth
Others	8.07	2.41
Basic Materials	6.21	-
Consumer Defensive	4.23	-
Consumer Cyclical	17.51	-
Financial Services	24.44	-
Healthcare	11.93	-
Industrials	10.38	-
Communication Services	3.05	-
Energy	2.69	-
Utilities	1.37	-
Technology	10.11	-
IT - Services	-	0.51
Finance	-	10.86
Retailing	-	2.65
Pharmaceuticals & Biotechnology	-	7.4
Chemicals & Petrochemicals	-	5.46
IT - Software	-	5.33
Leisure Services	-	2.42
Paper, Forest & Jute Products	-	0.82
Healthcare Services	-	4.67
Auto Components	-	5.78
Banks	-	7.72
Electrical Equipment	-	2.29
Transport Services	-	0.78
Capital Markets	-	1.76
Industrial Products	-	8.01
Fertilizers & Agrochemicals	-	2.05
Insurance	-	2.83
Diversified Metals	-	0.83
Realty	-	3.81
Consumer Durables	-	4.2
Construction	-	0.15
Automobiles	-	0.95
Minerals & Mining	-	1.82
Beverages	-	3.27
Transport Infrastructure	-	0.69
Ferrous Metals	-	1.76
Textiles & Apparels	-	3.62
Power	-	3
Cement & Cement Products	-	1.99