HDFC Mid vs Edelweiss Mid Cap Fund compare

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HDFC Mid-Cap Fund - Growth Plan

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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)	₹84855 Cr	₹11731 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

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	2.3%	1.6%
6 Month	10.96%	9.39%
1 Year	7.45%	5.22%
3 Year	26.44%	24.99%
5 Year	29.43%	28.83%

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	3.33%	2.24%
1 Year	16.79%	14.29%
3 Year	22.25%	23.7%
5 Year	24.03%	23.38%

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	14.73%	15.38%
3 Year	20.43%	21.06%
5 Year	19.73%	20.55%

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.79%	15.52%
Sharp	1.24%	1.03%
Beta	0.84%	0.92%
Alpha	4.00%	1.68%

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

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	10.91	7.34
Mid Cap	62.44	70.95
Large Cap	7.87	8.47
Small Cap	18.77	13.24

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	6.37	3.62
Basic Materials	5.54	11.05
Consumer Defensive	5.67	4.53
Consumer Cyclical	17.92	14.24
Financial Services	24.7	24.25
Industrials	10.55	14.71
Communication Services	2.73	1.78
Healthcare	12.55	10.47
Technology	9.82	9.68
Energy	2.9	2.41
Utilities	1.24	0.57
Real Estate	-	2.71