ICICI Prudential MidCap Fund vs HDFC Mid compare

ICICI Prudential MidCap Fund vs HDFC Mid compare

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ICICI Prudential MidCap Fund - Growth

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HDFC Mid-Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
Fund	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹6492 Cr	₹83105 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 Oct 2004	25 Jun 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	73%	14.6%
Expense Ratio	1.9	1.39
Manager	Sharmila D'mello	Dhruv Muchhal
ISIN Code	INF109K01AN2	INF179K01CR2
Exits Load	ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HDFC Mid-Cap Opportunities 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	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
1 Month	2.53%	2.31%
6 Month	23.83%	20.27%
1 Year	0.85%	1.04%
3 Year	20.39%	23.91%
5 Year	25.74%	28.37%

SIP Return Analysis

Scheme Name	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
6 Month	5.92%	5.13%
1 Year	17.76%	15.05%
3 Year	21.89%	22.66%
5 Year	21.22%	24.25%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
1 Year	13.67%	14.93%
3 Year	15.45%	20.25%
5 Year	15.84%	19.59%

Risk Management

Scheme Name	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
Standard Deviation	14.46%	13.84%
Sharp	0.89%	1.20%
Beta	0.97%	0.83%
Alpha	-0.46%	4.36%

Fund Managers

Scheme Name	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
Name	Sharmila D'mello	Dhruv Muchhal
Total AUM	₹354743 Cr	₹520687 Cr
Funds Managed	35	40
	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan

Market Cap

Scheme Name	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
Others	6.03	12.06
Mid Cap	69.66	61.58
Small Cap	17.12	19.2
Large Cap	7.18	7.16

Sector Allocation

Scheme Name	ICICI Prudential MidCap Fund - Growth	HDFC Mid-Cap Fund - Growth Plan
Others	2.07	7.22
Industrials	21.95	10.31
Financial Services	18.82	24.14
Basic Materials	26.28	5.74
Communication Services	10.54	2.93
Healthcare	2.82	12
Consumer Cyclical	10.46	18.34
Technology	0.38	10.2
Real Estate	6.55	-
Utilities	0.13	1.24
Consumer Defensive	-	5.12
Energy	-	2.77

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