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) | ₹92642 Cr | ₹1969 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 | -2.27% | -7.07% |
| 6 Month | 1.37% | -6.45% |
| 1 Year | 13.94% | 3.24% |
| 3 Year | 25.39% | 19.13% |
| 5 Year | 24.52% | - |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.9% | -8.56% |
| 1 Year | 7.6% | -8.44% |
| 3 Year | 16.56% | 8.42% |
| 5 Year | 20.88% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.19% | 22.04% |
| 3 Year | 20.87% | 20.69% |
| 5 Year | 20.13% | - |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.9% | 2.58% |
| Sharp | 1.32% | 0.9% |
| Beta | 0.86% | 0.95% |
| Alpha | 3.32% | -2.01% |
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 | 12.55 | 11.14 |
| Mid Cap | 63.87 | 63.98 |
| Large Cap | 7.51 | 15.06 |
| Small Cap | 16.07 | 9.83 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Bandhan Midcap Fund Regular - Growth |
|---|---|---|
| Others | 7.09 | 3.71 |
| Basic Materials | 4.98 | 8.44 |
| Consumer Defensive | 5.82 | 1.14 |
| Consumer Cyclical | 16.33 | 19.73 |
| Financial Services | 27.51 | 19.81 |
| Industrials | 9.6 | 14.6 |
| Communication Services | 2.77 | 1.7 |
| Healthcare | 12.04 | 14.94 |
| Technology | 9.79 | 11.29 |
| Energy | 2.99 | - |
| Utilities | 1.07 | 1.05 |
| Real Estate | - | 3.58 |
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