HDFC Mid vs HSBC Midcap Fund compare
HDFC Mid-Cap Fund - Growth Plan
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹79718 Cr | ₹11470 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 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 | 14.6% | 19% |
Expense Ratio | 1.39 | 1.71 |
Manager | Dhruv Muchhal | Venugopal Manghat |
ISIN Code | INF179K01CR2 | INF917K01254 |
Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | 1.43% | 4.75% |
6 Month | 0.83% | -5.15% |
1 Year | 5.97% | 4.53% |
3 Year | 32.28% | 28.57% |
5 Year | 31.56% | 26.28% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 7.54% | 10.02% |
1 Year | 8.55% | 6.51% |
3 Year | 24.97% | 24.79% |
5 Year | 26.28% | 22.73% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 15.2% | 16.68% |
3 Year | 20.01% | 16.07% |
5 Year | 19.47% | 16.64% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.10% | 17.21% |
Sharp | 1.35% | 1.01% |
Beta | 0.85% | 0.91% |
Alpha | 4.71% | 0.47% |
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Fund Managers
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Venugopal Manghat |
Total AUM | ₹520687 Cr | ₹41442 Cr |
Funds Managed | 40 | 7 |
HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 8.07 | 0.86 |
Mid Cap | 65.07 | 66.65 |
Large Cap | 5.88 | 20.03 |
Small Cap | 20.98 | 12.46 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 8.07 | 0.86 |
Basic Materials | 6.21 | 1.96 |
Consumer Defensive | 4.23 | 2.39 |
Consumer Cyclical | 17.51 | 14.07 |
Financial Services | 24.44 | 20.07 |
Healthcare | 11.93 | 8.52 |
Industrials | 10.38 | 27.34 |
Communication Services | 3.05 | 0.06 |
Energy | 2.69 | - |
Utilities | 1.37 | 4.66 |
Technology | 10.11 | 15.4 |
Real Estate | - | 4.66 |
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