HDFC Mid vs Sundaram Mid Cap Fund Regular Plan compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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 | 4.81% | 3.68% |
6 Month | 1.82% | -0.32% |
1 Year | 9.96% | 11.01% |
3 Year | 29.47% | 27.07% |
5 Year | 35.04% | 31.3% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 6.34% | 6.45% |
1 Year | 6.35% | 5.41% |
3 Year | 25.47% | 24.99% |
5 Year | 26.53% | 24.28% |
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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