Axis Midcap Fund (G) vs HDFC Mid Cap Fund (G)

Both Axis Midcap Fund (G) and HDFC Mid Cap Fund (G) belong to Mid Cap. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for Axis Midcap Fund (G) and HDFC Mid Cap Fund (G) is 24.121% and 32.766%. Check other parameters to pick the right fund.

Start comparing returns between

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Axis Midcap Fund (G)

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HDFC Mid Cap Fund (G)

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Fund Returns

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Nav (03 Jul)

₹114.81

₹196.70

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Last 1 Year

5.1%

8.9%

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Last 3 Year

24.1%

32.8%

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Last 5 Year

24.9%

32.6%

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Last 10 Year

15.9%

18%

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Since Inception

18.5%

18%

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₹114.81
Nav (03 Jul)
5.1%
Last 1 Year
24.1%
Last 3 Year
24.9%
Last 5 Year
15.9%
Last 10 Year
18.5%
Since Inception
₹196.70
Nav (03 Jul)
8.9%
Last 1 Year
32.8%
Last 3 Year
32.6%
Last 5 Year
18%
Last 10 Year
18%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Click here for top ranked funds in mid cap mutual funds. Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 yearmore...

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Scripbox Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Superior

The category has a superior investment outlook

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Relative Size

₹ 30501.5 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 79717.7 Cr

The fund has been a Category Leader on the Fund Size metric

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 30501.5 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 79717.7 CrRelative Size
SuperiorCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.59 %
1.39 %
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Launched Date
2011-02-18
2007-06-25
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AUM in Crores
₹ 30,502 Cr
₹ 79,718 Cr
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Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed within 1 year.
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Lock-in
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Benchmark
BSE 150 MidCap Total Return Index
NIFTY Midcap 150 Total Return Index
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ISIN
INF846K01859
INF179K01CR2
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Krishnaa Narayan

user-avatar

Nitin Arora

user-avatar

Shreyash Devalkar

user-avatar

Chirag Setalvad

user-avatar

Dhruv Muchhal

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Investment Objective
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.more...
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.more...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.59 %
Expense Ratio
2011-02-18
Launched Date
₹ 30,502 Cr
AUM in Crores
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit Load
-
Lock-in
BSE 150 MidCap Total Return Index
Benchmark
INF846K01859
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.39 %
Expense Ratio
2007-06-25
Launched Date
₹ 79,718 Cr
AUM in Crores
Exit load of 1% if redeemed within 1 year.
Exit Load
-
Lock-in
NIFTY Midcap 150 Total Return Index
Benchmark
INF179K01CR2
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Krishnaa Narayan

user-avatar

Nitin Arora

user-avatar

Shreyash Devalkar

user-avatar

Chirag Setalvad

user-avatar

Dhruv Muchhal

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

24.86% (5Y)

32.58% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 6,58,874

₹ 10,03,770

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Maturity Amount

₹ 13,91,486

₹ 17,36,382

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Step-up

Tenure

24.86% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 6,58,874

Wealth Gained

₹ 13,91,486

Total Corpus Created With assumed returns of %

32.58% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 10,03,770

Wealth Gained

₹ 17,36,382

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Cholamandalam investment and f...

3.04%
3.04%

Trent ltd.

2.9%
2.9%

Supreme industries ltd.

2.81%
2.81%

Cummins india ltd.

2.62%
2.62%

The indian hotels company ltd.

2.59%
2.59%
See all holdingsright-arrowright-arrow

Others

7.86%
7.86%

The indian hotels company ltd.

3.79%
3.79%

Max financial services ltd.

3.49%
3.49%

The federal bank ltd.

3.33%
3.33%

Apollo tyres ltd.

3.09%
3.09%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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About

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited omore...
HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently theremore...
more...
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Contact Information

phone-icon
022-24255161
phone-icon
022 – 66316333
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Axis Midcap Fund (G)

Mid Cap

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HDFC Mid Cap Fund (G)

Mid Cap

Invest in this fund

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Axis Midcap Fund (G)

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HDFC Mid Cap Fund (G)

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