Axis Midcap Fund vs HDFC Mid compare

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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Axis Midcap Fund - Regular Plan - 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	Axis Midcap Fund - Regular Plan - Growth
Fund	HDFC Mid-Cap Opportunities Fund - Growth Plan	Axis Midcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹73510 Cr	₹28380 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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Axis Midcap Fund - Regular Plan - Growth
1 Month	4.46%	4.98%
6 Month	-2.11%	-2.39%
1 Year	7.3%	5.12%
3 Year	31.8%	23.34%
5 Year	33.12%	24.79%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Axis Midcap Fund - Regular Plan - Growth
6 Month	9.86%	10.24%
1 Year	10.12%	9.12%
3 Year	25.08%	20.84%
5 Year	26.17%	19.53%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Axis Midcap Fund - Regular Plan - Growth
1 Year	15.2%	16.56%
3 Year	20.01%	19.31%
5 Year	19.47%	19.59%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Axis Midcap Fund - Regular Plan - Growth
Standard Deviation	15.301%	13.08%
Sharp	1.022%	0.91%
Beta	0.855%	0.85%
Alpha	4.384%	-2.63%

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Scheme Name	HDFC Mid-Cap Opportunities 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 Opportunities Fund - Growth Plan	Axis Midcap Fund - Regular Plan - Growth

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Axis Midcap Fund - Regular Plan - Growth
Others	8.07	10.05
Mid Cap	65.07	71.59
Large Cap	5.88	13.06
Small Cap	20.98	5.32

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Axis Midcap Fund - Regular Plan - Growth
Others	8.07	10.05
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	-
Industrial Products	-	3.41
Auto Components	-	7.17
IT - Services	-	0.35
Retailing	-	3.56
Finance	-	5.59
Healthcare Services	-	4.9
Pharmaceuticals & Biotechnology	-	7.09
Electrical Equipment	-	5.82
IT - Software	-	6.48
Leisure Services	-	5.01
Aerospace & Defense	-	1.49
Banks	-	3.82
Realty	-	3.35
Petroleum Products	-	0.74
Transport Services	-	0.22
Capital Markets	-	2.66
Telecom - Services	-	2.66
Fertilizers & Agrochemicals	-	4.89
Beverages	-	0.08
Ferrous Metals	-	0.59
Consumer Durables	-	4.18
Personal Products	-	0.57
Oil	-	0.13
Chemicals & Petrochemicals	-	3.4
Financial Technology (Fintech)	-	1.74
Diversified	-	0.57
Automobiles	-	1.73
Industrial Manufacturing	-	0.81
Textiles & Apparels	-	1.66
Insurance	-	1.78
Power	-	1.36
Cement & Cement Products	-	2.16