Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Generated Consistent Returns. ![]() Lower probablity of downside risk. ![]() Protects capital during bear phase. | ||
Cons | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. | - |
INDMoney rank | 19/19 | 1/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 8 Years | 12 Years | ||
Fund Size | 338 Cr | 83847 Cr | ||
Min Investment | SIP ₹200 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 1.44% | 0.74% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 65 | 75 | ||
Top 5 Holdings | Shakti Pumps (India) Ltd (3.8%) UNO Minda Ltd (3.26%) The Federal Bank Ltd (3%) Trent Ltd (2.41%) Coromandel International Ltd (2.19%) | Max Financial Services Ltd (4.59%) Balkrishna Industries Ltd (3.84%) Coforge Ltd (3.17%) The Federal Bank Ltd (3.09%) Glenmark Pharmaceuticals Ltd (3.07%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Consumer Cyclical (23.57%) Industrial (18.3%) Financial Services (17.6%) | Financial Services (26.01%) Consumer Cyclical (19.76%) Health (12.93%) | ||
Equity % | 97.28% | 92.78% | ||
Debt % | - | - | ||
P/E | 31.89 | 25.75 | ||
P/B | 5.04 | 3.49 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -3.15% | -2.35% | ||
3-Month Return | -1.97% | 0.89% | ||
6-Month Return | 15.52% | 17.19% | ||
1-Year Return | -6.4% | 1.72% | ||
3-Year Return | 19.59% | 26.02% | ||
5-Year Return | 22.03% | 28.48% |
Sharpe | - | - | ||
Alpha | -2.2 | 5.26 | ||
Beta | 1 | 0.85 | ||
Standard Deviation | 16.45 | 13.85 | ||
Information Ratio | -0.64 | 0.98 |
Description | LIC MF Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid Cap Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Dikshit Mittal,Karan Doshi | Chirag Setalvad,Dhruv Muchhal |