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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) ₹73510 Cr ₹11638 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Jun 2007 19 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 1.39 1.77
Manager Dhruv Muchhal Ratish Varier
ISIN Code INF179K01CR2 INF903J01173
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 Sundaram Mid Cap 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 Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 2.42% 3.02%
6 Month -4.71% -5.98%
1 Year 8.69% 10.38%
3 Year 24.4% 22.14%
5 Year 32.24% 28.64%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -0.25% -0.12%
1 Year -4.53% -5.04%
3 Year 23.07% 22.46%
5 Year 25.47% 23.06%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 15.63% 21.47%
3 Year 19.73% 18.34%
5 Year 19.19% 18.67%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 15.301% 16.453%
Sharp 1.022% 0.764%
Beta 0.855% 0.915%
Alpha 4.384% 0.528%

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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
Funds Managed 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 8.07 6.38
Mid Cap 65.07 65.33
Large Cap 5.88 15.27
Small Cap 20.98 13.03

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Sundaram Mid Cap Fund Regular Plan - Growth

Others 8.07 5.37
Basic Materials 6.21 9.99
Consumer Defensive 4.23 3.4
Consumer Cyclical 17.51 18.88
Financial Services 24.44 19.52
Healthcare 11.93 11.03
Industrials 10.38 14.82
Communication Services 3.05 3.32
Energy 2.69 1.7
Utilities 1.37 2.1
Technology 10.11 6.45
Real Estate - 3.43

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