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Edelweiss Mid Cap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹92169 Cr | ₹13196 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 | -1.59% | -0.71% |
| 6 Month | 3.85% | 1.37% |
| 1 Year | 6.55% | 3.65% |
| 3 Year | 25.95% | 26.23% |
| 5 Year | 25.63% | 25.37% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.9% | 3.04% |
| 1 Year | 17.21% | 16.41% |
| 3 Year | 20.01% | 21.52% |
| 5 Year | 22.7% | 22.07% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.36% | 15.08% |
| 3 Year | 20.76% | 21.47% |
| 5 Year | 20.06% | 20.75% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.85% | 15.58% |
| Sharp | 1.25% | 1.09% |
| Beta | 0.86% | 0.94% |
| Alpha | 3.57% | 1.92% |
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 | 12.16 | 9.52 |
| Mid Cap | 63.68 | 70.12 |
| Large Cap | 7.64 | 7.67 |
| Small Cap | 16.51 | 12.69 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.97 | 2.84 |
| Basic Materials | 5.07 | 9.3 |
| Consumer Defensive | 5.56 | 4.2 |
| Consumer Cyclical | 16.69 | 14.44 |
| Financial Services | 27.28 | 28.35 |
| Industrials | 9.05 | 12.89 |
| Communication Services | 2.76 | 1.92 |
| Healthcare | 12.26 | 8.56 |
| Technology | 10.48 | 11.74 |
| Energy | 2.76 | 2.16 |
| Utilities | 1.11 | 0.54 |
| Real Estate | - | 3.03 |
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