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) | ₹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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