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HDFC Mid vs Motilal Oswal Midcap Fund compare
HDFC Mid-Cap Fund - Growth Plan
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹84855 Cr | ₹34749 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Jun 2007 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 14.6% | 120% |
| Expense Ratio | 1.39 | 1.58 |
| Manager | Dhruv Muchhal | Rakesh Shetty |
| ISIN Code | INF179K01CR2 | INF247L01411 |
| 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 | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 4.21% | 4.06% |
| 6 Month | 12.98% | 9.95% |
| 1 Year | 7.61% | 1.03% |
| 3 Year | 25.9% | 25.69% |
| 5 Year | 29.74% | 32.77% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.18% | -2% |
| 1 Year | 9.82% | 0.23% |
| 3 Year | 18.91% | 20.41% |
| 5 Year | 22.01% | 24.75% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.73% | 17.24% |
| 3 Year | 20.43% | 20.42% |
| 5 Year | 19.73% | 14.63% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.86% | 17.71% |
| Sharp | 1.28% | 1.02% |
| Beta | 0.86% | 0.91% |
| Alpha | 3.88% | 3.53% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Rakesh Shetty |
| Total AUM | ₹520687 Cr | ₹33886 Cr |
| Funds Managed | 40 | 19 |
| HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 10.91 | 18.03 |
| Mid Cap | 62.44 | 59.27 |
| Large Cap | 7.87 | 22.7 |
| Small Cap | 18.77 | - |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 6.37 | 8.99 |
| Basic Materials | 5.54 | - |
| Consumer Defensive | 5.67 | - |
| Consumer Cyclical | 17.92 | 23.94 |
| Financial Services | 24.7 | 3.15 |
| Industrials | 10.55 | 16.82 |
| Communication Services | 2.73 | 3.22 |
| Healthcare | 12.55 | 1.69 |
| Technology | 9.82 | 39.79 |
| Energy | 2.9 | - |
| Utilities | 1.24 | - |
| Real Estate | - | 2.39 |
Top Comparisons
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