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Axis Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹83847 Cr | ₹31384 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Jun 2007 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 14.6% | 23% |
| Expense Ratio | 1.39 | 1.58 |
| Manager | Dhruv Muchhal | Shreyash Devalkar |
| ISIN Code | INF179K01CR2 | INF846K01859 |
| 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 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.92% | -0.96% |
| 6 Month | 13.91% | 15.52% |
| 1 Year | 5.08% | 3.67% |
| 3 Year | 25.69% | 17.79% |
| 5 Year | 29.6% | 22.57% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.15% | 5.47% |
| 1 Year | 8.58% | 8.17% |
| 3 Year | 22.07% | 18.73% |
| 5 Year | 24.13% | 17.93% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.93% | 16.33% |
| 3 Year | 20.25% | 19.44% |
| 5 Year | 19.59% | 19.68% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.79% | 13.08% |
| Sharp | 1.39% | 0.93% |
| Beta | 0.83% | 0.83% |
| Alpha | 4.66% | -1.9% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Shreyash Devalkar |
| Total AUM | ₹520687 Cr | ₹166770 Cr |
| Funds Managed | 40 | 14 |
| HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.06 | 13.28 |
| Mid Cap | 61.58 | 71.13 |
| Large Cap | 7.16 | 10.05 |
| Small Cap | 19.2 | 5.54 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.22 | 8.2 |
| Basic Materials | 5.74 | 11.74 |
| Consumer Defensive | 5.12 | 0.35 |
| Consumer Cyclical | 18.34 | 19.93 |
| Financial Services | 24.14 | 14.76 |
| Industrials | 10.31 | 15.82 |
| Communication Services | 2.93 | 3.37 |
| Healthcare | 12 | 10.99 |
| Technology | 10.2 | 9.63 |
| Energy | 2.77 | 0.78 |
| Utilities | 1.24 | 1.23 |
| Real Estate | - | 3.19 |
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