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Motilal Oswal Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
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) | ₹83105 Cr | ₹34780 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 | 2.56% | 4.4% |
| 6 Month | 18.98% | 17.99% |
| 1 Year | 1.36% | -1.08% |
| 3 Year | 24.08% | 26.04% |
| 5 Year | 29.49% | 33.89% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 5.13% | 6.82% |
| 1 Year | 15.05% | 11.17% |
| 3 Year | 22.66% | 26.59% |
| 5 Year | 24.25% | 28.66% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.93% | 17.59% |
| 3 Year | 20.25% | 19.99% |
| 5 Year | 19.59% | 14.42% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.84% | 17.40% |
| Sharp | 1.20% | 1.11% |
| Beta | 0.83% | 0.86% |
| Alpha | 4.36% | 6.74% |
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 | 12.06 | 12.4 |
| Mid Cap | 61.58 | 63.22 |
| Large Cap | 7.16 | 24.39 |
| Small Cap | 19.2 | - |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 7.22 | 2.61 |
| Basic Materials | 5.74 | - |
| Consumer Defensive | 5.12 | - |
| Consumer Cyclical | 18.34 | 26.86 |
| Financial Services | 24.14 | 3.2 |
| Industrials | 10.31 | 20.24 |
| Communication Services | 2.93 | 3.34 |
| Healthcare | 12 | 3.21 |
| Technology | 10.2 | 37.96 |
| Energy | 2.77 | - |
| Utilities | 1.24 | - |
| Real Estate | - | 2.58 |
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