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Edelweiss Mid Cap Fund vs HSBC Midcap Fund compare

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Midcap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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