HDFC Mid vs HSBC Midcap Fund compare

Overview

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
Fund	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹70563 Cr	₹11420 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	1.41	1.73
Manager	Dhruv Muchhal	Venugopal Manghat
ISIN Code	INF179K01CR2	INF917K01254
Exits Load	Exit load of 1% if redeemed within 1 year./365	Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
1 Month	0.31%	3.72%
6 Month	20.71%	26.52%
1 Year	47.47%	60.43%
3 Year	30.25%	25.49%
5 Year	30.78%	26.87%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	20.42%	24.45%
3 Year	61.3%	55.97%
5 Year	122.32%	97.55%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
1 Year	31.42%	26.79%
3 Year	87.81%	70.32%
5 Year	131.47%	108.92%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
Standard Deviation	12.9%	12.61%
Sharp	1.61%	1.33%
Beta	0.85%	0.82%
Alpha	4.63%	1.66%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
Name	Dhruv Muchhal	Venugopal Manghat
Total AUM	₹520687 Cr	₹41442 Cr
Fund Manage	40	7
	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
Others	6.22	3.86
Mid Cap	65.36	62.9
Large Cap	8.77	15.51
Small Cap	19.65	17.73

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	HSBC Midcap Fund - Regular Growth
Others	6.22	1.21
Cement & Cement Products	1.59	-
Finance	6.25	-
Healthcare Services	4.47	-
Textiles & Apparels	1.11	-
Banks	10.64	-
Agricultural, Commercial & Construction Vehicles	0.44	-
Leisure Services	4.46	-
Printing & Publication	0.36	-
Pharmaceuticals & Biotechnology	7.51	-
Auto Components	8.7	-
Consumer Durables	5.9	-
Chemicals & Petrochemicals	4.16	-
Petroleum Products	2.34	-
Telecom - Services	2.87	-
Fertilizers & Agrochemicals	0.47	-
Insurance	3.89	-
Industrial Products	9.14	-
Agricultural Food & other Products	0.74	-
Media	0.13	-
Gas	0.53	-
Entertainment	0.41	-
IT - Software	7.3	-
Aerospace & Defense	1.17	-
Capital Markets	0.91	-
Construction	2.77	10.57
Financial Technology (Fintech)	1.41	-
Personal Products	0.72	-
Cigarettes & Tobacco Products	0.09	-
Ferrous Metals	2.22	-
Commercial Services & Supplies	1.08	-
Services	-	13.3
Capital Goods	-	24.9
Healthcare	-	8.04
Technology	-	3.88
Financial	-	14.88
Automobile	-	5.11
Energy	-	4.85
Chemicals	-	0.48
Metals & Mining	-	4.47
Communication	-	0.76
Materials	-	1.31
Consumer Staples	-	2.85
Consumer Discretionary	-	2.18
Diversified	-	1.21