Sundaram Mid Cap Fund Regular Plan vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | HDFC Mid-Cap Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹83105 Cr | ₹12501 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 Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.31% | 2.45% |
6 Month | 20.27% | 21.64% |
1 Year | 1.04% | -0.93% |
3 Year | 23.91% | 21.49% |
5 Year | 28.37% | 25.6% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.13% | 5.36% |
1 Year | 15.05% | 14.63% |
3 Year | 22.66% | 22.94% |
5 Year | 24.25% | 22.54% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.93% | 20.64% |
3 Year | 20.25% | 18.9% |
5 Year | 19.59% | 18.91% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.84% | 15.01% |
Sharp | 1.20% | 0.98% |
Beta | 0.83% | 0.90% |
Alpha | 4.36% | 1.38% |
Fund Managers
Scheme Name | HDFC Mid-Cap 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 Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 12.06 | 8.46 |
Mid Cap | 61.58 | 66.65 |
Large Cap | 7.16 | 10.65 |
Small Cap | 19.2 | 14.24 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 7.22 | 5.49 |
Basic Materials | 5.74 | 11.06 |
Consumer Defensive | 5.12 | 4.27 |
Consumer Cyclical | 18.34 | 17.91 |
Financial Services | 24.14 | 19.28 |
Industrials | 10.31 | 14.27 |
Communication Services | 2.93 | 2.32 |
Healthcare | 12 | 11.57 |
Technology | 10.2 | 5.61 |
Energy | 2.77 | 2.04 |
Utilities | 1.24 | 2.59 |
Real Estate | - | 3.59 |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns6.91%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.83%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.69%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns14.6%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns6.9%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.74%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.85%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.23%