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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) | ₹89383 Cr | ₹32069 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 | 1.41% | -0.73% |
| 6 Month | 8.38% | 5.19% |
| 1 Year | 11.57% | 6% |
| 3 Year | 26.05% | 19.31% |
| 5 Year | 27.38% | 19.6% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.09% | 0.76% |
| 1 Year | 20.78% | 12.76% |
| 3 Year | 22.23% | 17.3% |
| 5 Year | 23.73% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.47% | 15.88% |
| 3 Year | 20.59% | 19.2% |
| 5 Year | 19.95% | 19.85% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.86% | 13.08% |
| Sharp | 1.28% | 0.89% |
| Beta | 0.86% | 0.83% |
| Alpha | 3.88% | -1.56% |
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 | 11.57 | 11.08 |
| Mid Cap | 63.25 | 70.45 |
| Large Cap | 7.66 | 12.67 |
| Small Cap | 17.53 | 5.8 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.72 | 5.95 |
| Basic Materials | 5.26 | 9.07 |
| Consumer Defensive | 5.46 | 0.09 |
| Consumer Cyclical | 17.37 | 21.15 |
| Financial Services | 26.05 | 17.57 |
| Industrials | 9.54 | 15.96 |
| Communication Services | 2.97 | 3.49 |
| Healthcare | 12.3 | 11.21 |
| Technology | 10.16 | 10.25 |
| Energy | 2.96 | 0.85 |
| Utilities | 1.21 | 1.21 |
| Real Estate | - | 3.19 |
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