- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.37% | -1% |
| 6 Month | 14.65% | 8.34% |
| 1 Year | 8.53% | -1.72% |
| 3 Year | 25.77% | 26.15% |
| 5 Year | 28.66% | 31.59% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.71% | 0.48% |
| 1 Year | 18.77% | 6.64% |
| 3 Year | 21.56% | 22.01% |
| 5 Year | 23.36% | 25.44% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.47% | 16.93% |
| 3 Year | 20.59% | 20.71% |
| 5 Year | 19.95% | 14.75% |
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 | 22.09 |
| Mid Cap | 62.44 | 57.68 |
| Large Cap | 7.87 | 20.22 |
| 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 | 12.78 |
| Basic Materials | 5.54 | - |
| Consumer Defensive | 5.67 | - |
| Consumer Cyclical | 17.92 | 22.89 |
| Financial Services | 24.7 | 3.46 |
| Industrials | 10.55 | 12.61 |
| Communication Services | 2.73 | 3.47 |
| Healthcare | 12.55 | 1.61 |
| Technology | 9.82 | 40.62 |
| Energy | 2.9 | - |
| Utilities | 1.24 | - |
| Real Estate | - | 2.56 |
Top Comparisons
ICICI Prudential Commodities Fund - Growth Option
3Y Returns18.57%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.06%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.23%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.93%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.17%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.91%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.8%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns24.68%
