HDFC Mid vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - 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 Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
Fund HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹70563 Cr ₹11825 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Jun 2007 01 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 14.6% 45%
Expense Ratio 1.41 1.73
Manager Dhruv Muchhal Ratish Varier
ISIN Code INF179K01CR2 INF903J01173
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 1.93% 2.03%
6 Month 13.49% 16.46%
1 Year 35.44% 39.73%
3 Year 28.4% 25.51%
5 Year 28.79% 24.58%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 19.03% 24.52%
3 Year 32.26% 32.11%
5 Year 31.73% 29.29%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 15.33% 21.22%
3 Year 19.4% 18.05%
5 Year 18.84% 18.53%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 12.9% 13.35%
Sharp 1.61% 1.16%
Beta 0.85% 0.88%
Alpha 4.63% 2.72%

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Fund Managers

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
Name Dhruv Muchhal Ratish Varier
Total AUM ₹520687 Cr ₹12102 Cr
Fund Manage 40 3
HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Sundaram Mid Cap Fund Regular Plan - Growth

Others 7.9 5.82
Mid Cap 66.6 67.46
Large Cap 7.86 13.04
Small Cap 17.64 13.95

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Sundaram Mid Cap Fund Regular Plan - Growth

Others 7.9 5.82
Cement & Cement Products 1.39 1.94
Finance 5.59 8.57
Healthcare Services 4.01 4.37
Textiles & Apparels 1.04 -
Banks 10.88 8.64
Agricultural, Commercial & Construction Vehicles 0.37 -
Leisure Services 4.11 3.59
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.75 6.89
Auto Components 8.37 7.23
Consumer Durables 4.63 6.05
Chemicals & Petrochemicals 3.25 1.47
Petroleum Products 2.65 1.42
Personal Products 1.15 -
Transport Services 1.02 2.13
Telecom - Services 2.67 1.12
Fertilizers & Agrochemicals 0.44 3.11
Insurance 5.12 1.28
Industrial Products 6.82 7.67
Agricultural Food & other Products 1.34 1.22
Media 0.12 -
Gas 0.71 0.9
IT - Software 8.55 4.71
Aerospace & Defense 0.53 1.31
Capital Markets 0.94 2.39
Construction 2.51 -
Financial Technology (Fintech) 1.61 1.67
Cigarettes & Tobacco Products 0.07 -
Ferrous Metals 1.84 0.99
Beverages 0.4 1.19
Commercial Services & Supplies 0.92 -
Electrical Equipment - 3.19
Realty - 3.04
Automobiles - 1.48
Food Products - 0.88
Retailing - 4.29
Power - 1.71

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