HDFC Mid vs Edelweiss Mid Cap Fund 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) | ₹73510 Cr | ₹8268 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 | 2.62% | 4.46% |
6 Month | 0.92% | 0.21% |
1 Year | 5.57% | 9.69% |
3 Year | 33.25% | 32.71% |
5 Year | 32.33% | 33.17% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.54% | 9.52% |
1 Year | 8.55% | 11.63% |
3 Year | 24.97% | 27.85% |
5 Year | 26.28% | 26.71% |
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 | 15.301% | 15.57% |
Sharp | 1.022% | 0.992% |
Beta | 0.855% | 0.906% |
Alpha | 4.384% | 1.762% |
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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 | 8.07 | 4.44 |
Mid Cap | 65.07 | 72.33 |
Large Cap | 5.88 | 9.66 |
Small Cap | 20.98 | 13.57 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.07 | 3.54 |
Basic Materials | 6.21 | 7.86 |
Consumer Defensive | 4.23 | 4.99 |
Consumer Cyclical | 17.51 | 17.24 |
Financial Services | 24.44 | 20.96 |
Healthcare | 11.93 | 12.6 |
Industrials | 10.38 | 14.33 |
Communication Services | 3.05 | 1.79 |
Energy | 2.69 | 1.35 |
Utilities | 1.37 | 0 |
Technology | 10.11 | 11.5 |
Real Estate | - | 3.84 |
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