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Edelweiss Mid Cap Fund vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Fund - Growth Plan

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Mid-Cap Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund HDFC Mid-Cap Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹79718 Cr ₹10028 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Jun 2007 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 14.6% 43%
Expense Ratio 1.39 1.73
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01CR2 INF843K01013
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 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 4.1% 1.54%
6 Month 10.08% 7.08%
1 Year 6.91% 7.3%
3 Year 30.99% 29.01%
5 Year 32.33% 32.44%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month 11.88% 10.94%
1 Year 16.51% 13.44%
3 Year 25.85% 26.78%
5 Year 26.51% 25.8%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 15.2% 15.93%
3 Year 20.01% 20.64%
5 Year 19.47% 20.33%

Risk Management

Scheme Name HDFC Mid-Cap Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.61% 16.18%
Sharp 1.60% 1.42%
Beta 0.85% 0.92%
Alpha 4.88% 2.86%

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Fund Managers

Scheme Name HDFC Mid-Cap Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Funds Managed 40 9
HDFC Mid-Cap Fund - Growth Plan Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Mid-Cap Fund - Growth Plan

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 12.45 8.94
Mid Cap 62.14 70.16
Large Cap 5.61 8.07
Small Cap 19.81 12.84

Sector Allocation

Scheme Name

HDFC Mid-Cap Fund - Growth Plan

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 7.15 3.65
Basic Materials 7.04 10.74
Consumer Defensive 4.33 5.18
Consumer Cyclical 17.44 15.12
Financial Services 25.63 23.22
Industrials 9.8 12.62
Communication Services 2.88 2.24
Healthcare 10.43 10.21
Technology 11.08 10.73
Energy 2.89 2.29
Utilities 1.31 0.73
Real Estate - 3.27

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