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 | 3% | 4.42% |
6 Month | 20.82% | 26.56% |
1 Year | 1.69% | -0.82% |
3 Year | 22.8% | 22.95% |
5 Year | 29.68% | 24.36% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 4.63% | 7.51% |
1 Year | 13.94% | 17.41% |
3 Year | 24.57% | 23.71% |
5 Year | 23.94% | 21.78% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 15.68% | 16.41% |
3 Year | 20.86% | 16.42% |
5 Year | 20.48% | 16.86% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.59% | 16.88% |
Sharp | 1.00% | 0.91% |
Beta | 0.92% | 0.97% |
Alpha | 2.12% | 1.08% |
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 | 9 | 7.03 |
Mid Cap | 69.82 | 63.52 |
Small Cap | 13.21 | 13.61 |
Large Cap | 7.98 | 15.83 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 4.28 | 1.04 |
Industrials | 13.44 | 27.87 |
Consumer Defensive | 5.2 | 4.17 |
Consumer Cyclical | 14.37 | 13.81 |
Healthcare | 10.73 | 11.24 |
Financial Services | 23.52 | 26.49 |
Basic Materials | 10.81 | 1.05 |
Real Estate | 2.94 | 0.1 |
Energy | 2.26 | - |
Communication Services | 1.49 | 1.65 |
Technology | 10.31 | 11.22 |
Utilities | 0.65 | 1.37 |
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