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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) | ₹84061 Cr | ₹12818 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 | -2.88% | -0.86% |
| 6 Month | 11.03% | 11.99% |
| 1 Year | 3.23% | 3.02% |
| 3 Year | 25.59% | 22.97% |
| 5 Year | 29.72% | 26.84% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.32% | 6.87% |
| 1 Year | 7.36% | 6.37% |
| 3 Year | 21.61% | 21.64% |
| 5 Year | 23.93% | 22.07% |
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 | 13.79% | 15.11% |
| Sharp | 1.39% | 1.12% |
| Beta | 0.83% | 0.91% |
| Alpha | 4.66% | 1.10% |
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 | 12.45 | 7.06 |
| Mid Cap | 62.14 | 67.43 |
| Large Cap | 5.61 | 11.46 |
| Small Cap | 19.81 | 14.05 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.15 | 4.28 |
| Basic Materials | 7.04 | 10.69 |
| Consumer Defensive | 4.33 | 4.15 |
| Consumer Cyclical | 17.44 | 18.14 |
| Financial Services | 25.63 | 20.7 |
| Industrials | 9.8 | 14.84 |
| Communication Services | 2.88 | 2.55 |
| Healthcare | 10.43 | 10.71 |
| Technology | 11.08 | 6.16 |
| Energy | 2.89 | 2.1 |
| Utilities | 1.31 | 1.89 |
| Real Estate | - | 3.78 |
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