Motilal Oswal Midcap Fund vs HDFC Mid compare

Motilal Oswal Midcap Fund vs HDFC Mid compare

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HDFC Mid-Cap Fund - Growth Plan

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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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	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund	HDFC Mid-Cap Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹92169 Cr	₹38003 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	25 Jun 2007	24 Feb 2014
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	120%
Expense Ratio	1.39	1.58
Manager	Dhruv Muchhal	Rakesh Shetty
ISIN Code	INF179K01CR2	INF247L01411
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	Motilal Oswal Midcap 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 Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month	-0.59%	-3.07%
6 Month	6.15%	0.33%
1 Year	4.23%	-11.48%
3 Year	24.56%	23.79%
5 Year	25.78%	28.68%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month	2.88%	-2.56%
1 Year	20.1%	4.13%
3 Year	20.78%	18.77%
5 Year	22.84%	23.5%

Rolling Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year	14.41%	16.72%
3 Year	20.66%	20.79%
5 Year	20%	14.82%

Risk Management

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation	13.85%	17.71%
Sharp	1.25%	1.03%
Beta	0.86%	0.91%
Alpha	3.57%	3.59%

Fund Managers

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name	Dhruv Muchhal	Rakesh Shetty
Total AUM	₹520687 Cr	₹33886 Cr
Funds Managed	40	19
	HDFC Mid-Cap Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Market Cap

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	11.57	17.44
Mid Cap	63.25	61.87
Large Cap	7.66	20.69
Small Cap	17.53	-

Sector Allocation

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	6.72	7.52
Basic Materials	5.26	-
Consumer Defensive	5.46	-
Consumer Cyclical	17.37	18.46
Financial Services	26.05	11.71
Industrials	9.54	11.9
Communication Services	2.97	8.74
Healthcare	12.3	1.61
Technology	10.16	37.64
Energy	2.96	-
Utilities	1.21	-
Real Estate	-	2.43

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