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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) | ₹13650 Cr | ₹12440 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 | -1.9% | -1.86% |
| 6 Month | 2.1% | 2.24% |
| 1 Year | 11.5% | 13.48% |
| 3 Year | 26.34% | 24.71% |
| 5 Year | 24.08% | 20.36% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -3.07% | -4.55% |
| 1 Year | 2.55% | 2.19% |
| 3 Year | 16.56% | 14.33% |
| 5 Year | 19.42% | 17.15% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.91% | 15.62% |
| 3 Year | 21.6% | 16.9% |
| 5 Year | 20.79% | 17.22% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.78% | 12.61% |
| Sharp | 1.21% | 1.06% |
| Beta | 0.94% | 0.98% |
| Alpha | 2.33% | 0.75% |
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 | 9.83 | 21.7 |
| Mid Cap | 71.13 | 46.29 |
| Small Cap | 10.64 | 20.54 |
| Large Cap | 8.41 | 11.48 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.22 | 1.39 |
| Industrials | 13.36 | 22.52 |
| Consumer Defensive | 4.81 | 4.56 |
| Consumer Cyclical | 14.55 | 13.09 |
| Healthcare | 8.08 | 6.83 |
| Financial Services | 29.72 | 37.86 |
| Basic Materials | 9.89 | 0.04 |
| Real Estate | 2.85 | 0 |
| Energy | 2.24 | - |
| Communication Services | 2.39 | 2.31 |
| Technology | 9.35 | 11.37 |
| Utilities | 0.55 | 0.02 |
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