HDFC Mid vs Quant Mid Cap Fund compare

HDFC Mid vs Quant Mid Cap Fund compare

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HDFC Mid-Cap Fund - Growth Plan

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Quant Mid Cap Fund-Growth

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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	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)	₹83105 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	2.56%	0.63%
6 Month	18.98%	8.13%
1 Year	1.36%	-14.24%
3 Year	24.08%	15.46%
5 Year	29.49%	27.71%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Quant Mid Cap Fund-Growth
6 Month	5.13%	-1.56%
1 Year	15.05%	-3.09%
3 Year	22.66%	10.96%
5 Year	24.25%	17.71%

Rolling Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Quant Mid Cap Fund-Growth
1 Year	14.93%	12.16%
3 Year	20.25%	11.85%
5 Year	19.59%	10.64%

Risk Management

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Quant Mid Cap Fund-Growth
Standard Deviation	13.84%	17.376%
Sharp	1.20%	0.838%
Beta	0.83%	0.924%
Alpha	4.36%	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	12.06	16.35
Mid Cap	61.58	68.88
Large Cap	7.16	14.76
Small Cap	19.2	-

Sector Allocation

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Quant Mid Cap Fund-Growth
Others	7.22	15
Basic Materials	5.74	9.88
Consumer Defensive	5.12	11.53
Consumer Cyclical	18.34	3.71
Financial Services	24.14	3.71
Industrials	10.31	14.88
Communication Services	2.93	10.53
Healthcare	12	10.48
Technology	10.2	6.52
Energy	2.77	11.65
Utilities	1.24	2.12

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