HDFC Mid vs Quant Mid Cap Fund compare
HDFC Mid-Cap Fund - Growth Plan
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹92169 Cr | ₹8608 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2007 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 14.6% | % |
| Expense Ratio | 1.39 | 1.75 |
| Manager | Dhruv Muchhal | Sanjeev Sharma |
| ISIN Code | INF179K01CR2 | INF966L01176 |
| 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 | Quant Mid Cap Fund - Growth charges 0.5% 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 | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -1.24% | -2.83% |
| 6 Month | 5.43% | -3.53% |
| 1 Year | 4.63% | -6.83% |
| 3 Year | 24.69% | 14.19% |
| 5 Year | 25.31% | 21.94% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.88% | -0.69% |
| 1 Year | 20.1% | 2.17% |
| 3 Year | 20.78% | 8.66% |
| 5 Year | 22.84% | 15.1% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.36% | 11.49% |
| 3 Year | 20.76% | 12.57% |
| 5 Year | 20.06% | 11.03% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.85% | 17.376% |
| Sharp | 1.25% | 0.838% |
| Beta | 0.86% | 0.924% |
| Alpha | 3.57% | 0.658% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sanjeev Sharma |
| Total AUM | ₹520687 Cr | ₹39731 Cr |
| Funds Managed | 40 | 22 |
| HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 12.16 | 29.22 |
| Mid Cap | 63.68 | 59.32 |
| Large Cap | 7.64 | 11.45 |
| Small Cap | 16.51 | - |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 6.97 | 26.79 |
| Basic Materials | 5.07 | 8.78 |
| Consumer Defensive | 5.56 | 5.14 |
| Consumer Cyclical | 16.69 | 0 |
| Financial Services | 27.28 | 6.18 |
| Industrials | 9.05 | 17.5 |
| Communication Services | 2.76 | 8.62 |
| Healthcare | 12.26 | 11.2 |
| Technology | 10.48 | 6.93 |
| Energy | 2.76 | 5.79 |
| Utilities | 1.11 | 2.18 |
| Real Estate | - | 0.88 |
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