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) | ₹11297 Cr | ₹11749 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 | 0.52% | 1.54% |
6 Month | 13.79% | 20.27% |
1 Year | -0.59% | -2.92% |
3 Year | 25.13% | 25.55% |
5 Year | 29.72% | 24.65% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 2.25% | 5.47% |
1 Year | 14.17% | 20.9% |
3 Year | 23.21% | 23.19% |
5 Year | 22.96% | 21.5% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 15.38% | 16.13% |
3 Year | 21.06% | 16.52% |
5 Year | 20.55% | 16.98% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.52% | 16.82% |
Sharp | 1.03% | 0.95% |
Beta | 0.92% | 0.97% |
Alpha | 1.68% | 0.82% |
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 | 7.65 | 8.9 |
Mid Cap | 69.75 | 60.95 |
Small Cap | 14.01 | 15.2 |
Large Cap | 8.59 | 14.96 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 3.18 | 0.91 |
Industrials | 13.73 | 24.96 |
Consumer Defensive | 5.25 | 5.44 |
Consumer Cyclical | 15.14 | 13.18 |
Healthcare | 10.66 | 10.27 |
Financial Services | 23.96 | 27.38 |
Basic Materials | 10.37 | 0.76 |
Real Estate | 2.78 | 0.1 |
Energy | 1.96 | - |
Communication Services | 1.38 | 1.6 |
Technology | 10.99 | 14.04 |
Utilities | 0.59 | 1.36 |
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