Bandhan Midcap Fund Regular vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Bandhan Midcap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Fund | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹83105 Cr | ₹1818 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 2007 | 18 Aug 2022 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 14.6% | % |
Expense Ratio | 1.39 | 2.1 |
Manager | Dhruv Muchhal | Harshal Joshi |
ISIN Code | INF179K01CR2 | INF194KB1DM6 |
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 | Bandhan Midcap Fund - Regular Plan - 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 | Bandhan Midcap Fund Regular - Growth |
---|---|---|
1 Month | 3.08% | 4.51% |
6 Month | 20.35% | 23.66% |
1 Year | 1.76% | -1.88% |
3 Year | 25.17% | 21.38% |
5 Year | 28.57% | - |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
---|---|---|
6 Month | 5.13% | 7.06% |
1 Year | 15.05% | 15.63% |
3 Year | 22.66% | 20.93% |
5 Year | 24.25% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
---|---|---|
1 Year | 14.93% | 35.64% |
3 Year | 20.25% | - |
5 Year | 19.59% | - |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.84% | 16.05% |
Sharp | 1.20% | 0.79% |
Beta | 0.83% | 0.91% |
Alpha | 4.36% | -0.64% |
Fund Managers
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
---|---|---|
Name | Dhruv Muchhal | Harshal Joshi |
Total AUM | ₹520687 Cr | ₹42965 Cr |
Funds Managed | 40 | 20 |
HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
Market Cap
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Bandhan Midcap Fund Regular - Growth |
---|---|---|
Others | 11.94 | 7.17 |
Mid Cap | 61.34 | 66.07 |
Large Cap | 7.84 | 16.57 |
Small Cap | 18.89 | 10.19 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Bandhan Midcap Fund Regular - Growth |
---|---|---|
Others | 6.98 | 2.34 |
Basic Materials | 5.39 | 9.01 |
Consumer Defensive | 5.7 | 1.57 |
Consumer Cyclical | 18.41 | 22.09 |
Financial Services | 24.21 | 14.69 |
Industrials | 10.63 | 19.49 |
Communication Services | 2.73 | 1.65 |
Healthcare | 11.74 | 14.31 |
Technology | 10.45 | 10.08 |
Energy | 2.51 | - |
Utilities | 1.26 | 1.22 |
Real Estate | - | 3.55 |
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