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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) | ₹83105 Cr | ₹11749 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 | 2.56% | 4.42% |
| 6 Month | 18.98% | 26.56% |
| 1 Year | 1.36% | -0.82% |
| 3 Year | 24.08% | 22.95% |
| 5 Year | 29.49% | 24.36% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.13% | 7.51% |
| 1 Year | 15.05% | 17.41% |
| 3 Year | 22.66% | 23.71% |
| 5 Year | 24.25% | 21.78% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.93% | 16.41% |
| 3 Year | 20.25% | 16.42% |
| 5 Year | 19.59% | 16.86% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.84% | 16.88% |
| Sharp | 1.20% | 0.91% |
| Beta | 0.83% | 0.97% |
| Alpha | 4.36% | 1.08% |
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 | 12.06 | 7.03 |
| Mid Cap | 61.58 | 63.52 |
| Large Cap | 7.16 | 15.83 |
| Small Cap | 19.2 | 13.61 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 7.22 | 1.04 |
| Basic Materials | 5.74 | 1.05 |
| Consumer Defensive | 5.12 | 4.17 |
| Consumer Cyclical | 18.34 | 13.81 |
| Financial Services | 24.14 | 26.49 |
| Industrials | 10.31 | 27.87 |
| Communication Services | 2.93 | 1.65 |
| Healthcare | 12 | 11.24 |
| Technology | 10.2 | 11.22 |
| Energy | 2.77 | - |
| Utilities | 1.24 | 1.37 |
| Real Estate | - | 0.1 |
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