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) | ₹84855 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 | 3.34% | 1.37% |
| 6 Month | 11.81% | - |
| 1 Year | 12.58% | -0.97% |
| 3 Year | 26.04% | 16.38% |
| 5 Year | 28.35% | 26.31% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.71% | -0.24% |
| 1 Year | 18.77% | 2.03% |
| 3 Year | 21.56% | 9.63% |
| 5 Year | 23.36% | 16.05% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.47% | 11.55% |
| 3 Year | 20.59% | 12.49% |
| 5 Year | 19.95% | 11.01% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.86% | 17.376% |
| Sharp | 1.28% | 0.838% |
| Beta | 0.86% | 0.924% |
| Alpha | 3.88% | 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 | 10.91 | 26.8 |
| Mid Cap | 62.44 | 62.1 |
| Large Cap | 7.87 | 11.1 |
| Small Cap | 18.77 | - |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 6.37 | 24.96 |
| Basic Materials | 5.54 | 9 |
| Consumer Defensive | 5.67 | 4.71 |
| Consumer Cyclical | 17.92 | 0.43 |
| Financial Services | 24.7 | 5.87 |
| Industrials | 10.55 | 16.71 |
| Communication Services | 2.73 | 8.72 |
| Healthcare | 12.55 | 10.37 |
| Technology | 9.82 | 7.58 |
| Energy | 2.9 | 8.6 |
| Utilities | 1.24 | 2.22 |
| Real Estate | - | 0.83 |
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