Edelweiss Mid Cap Fund vs HSBC Midcap Fund compare
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹10028 Cr | ₹11470 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 26 Dec 2007 | 09 Aug 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 43% | 19% |
Expense Ratio | 1.73 | 1.71 |
Manager | Trideep Bhattacharya | Venugopal Manghat |
ISIN Code | INF843K01013 | INF917K01254 |
Exits Load | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | 4.37% | 4.08% |
6 Month | 1.21% | -4.68% |
1 Year | 8.18% | 3.39% |
3 Year | 31.31% | 27.91% |
5 Year | 33.29% | 26.66% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 13.62% | 14.33% |
1 Year | 19% | 14.3% |
3 Year | 28.73% | 25.65% |
5 Year | 27.03% | 23.14% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 15.93% | 16.68% |
3 Year | 20.64% | 16.07% |
5 Year | 20.33% | 16.64% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 16.18% | 17.05% |
Sharp | 1.42% | 1.20% |
Beta | 0.92% | 0.94% |
Alpha | 2.86% | -0.02% |
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Fund Managers
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Name | Trideep Bhattacharya | Venugopal Manghat |
Total AUM | ₹0 Cr | ₹41442 Cr |
Funds Managed | 9 | 7 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 8.42 | 4.27 |
Mid Cap | 71.32 | 64.4 |
Small Cap | 12.13 | 13.76 |
Large Cap | 8.13 | 17.57 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 3.21 | 1.51 |
Industrials | 12.51 | 22.95 |
Consumer Defensive | 5.63 | 4.08 |
Consumer Cyclical | 15.48 | 20.17 |
Healthcare | 10.69 | 12.43 |
Financial Services | 22.23 | 22.02 |
Basic Materials | 10.79 | 2.61 |
Real Estate | 3.24 | 0.58 |
Energy | 2.43 | - |
Communication Services | 2.3 | 1.89 |
Technology | 10.75 | 10.13 |
Utilities | 0.75 | 1.64 |
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