HDFC Mid vs HSBC Midcap Fund compare

Link copied to clipboard!

tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

Chart Comparison

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

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) ₹75037 Cr ₹11768 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 1.73
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 Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
1 Month -5.11% -11.89%
6 Month -2.98% -4.71%
1 Year 13.47% 14.24%
3 Year 24.98% 20.74%
5 Year 25.8% 20.09%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 2.98% -3.29%
3 Year 26.68% 23.73%
5 Year 28.21% 22.9%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
1 Year 15.63% 17.31%
3 Year 19.73% 15.78%
5 Year 19.19% 16.4%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

HSBC Midcap Fund - Regular Growth

Others 7.9 1.68
Mid Cap 66.6 63.71
Large Cap 7.86 23.14
Small Cap 17.64 11.47

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

HSBC Midcap Fund - Regular Growth

Others 7.9 1.68
Cement & Cement Products 1.39 0.58
Finance 5.59 0.29
Healthcare Services 4.01 3.09
Textiles & Apparels 1.04 -
Banks 10.88 2.15
Agricultural, Commercial & Construction Vehicles 0.37 -
Leisure Services 4.11 2.27
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.75 3.82
Auto Components 8.37 -
Consumer Durables 4.63 11.63
Chemicals & Petrochemicals 3.25 0.04
Petroleum Products 2.65 -
Personal Products 1.15 -
Transport Services 1.02 -
Telecom - Services 2.67 0.05
Fertilizers & Agrochemicals 0.44 -
Insurance 5.12 -
Industrial Products 6.82 4.39
Agricultural Food & other Products 1.34 -
Media 0.12 -
Gas 0.71 -
IT - Software 8.55 5.25
Aerospace & Defense 0.53 3.29
Capital Markets 0.94 11.33
Construction 2.51 -
Financial Technology (Fintech) 1.61 4.62
Cigarettes & Tobacco Products 0.07 1.45
Ferrous Metals 1.84 -
Beverages 0.4 0.83
Commercial Services & Supplies 0.92 0.5
Retailing - 8.27
IT - Services - 0.04
Electrical Equipment - 18.97
Paper, Forest & Jute Products - 1.24
Realty - 7.01
Power - 4.74
Industrial Manufacturing - 1.62
Automobiles - 0.85

Top Comparisons

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns6.04%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.04%

Compare Now

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns12.33%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns17.6%

Compare Now

Kotak Multicap Fund-Regular Plan-Growth Kotak Multicap Fund-Regular Plan-Growth

3Y Returns22.71%

VS

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns16.47%

Compare Now

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns6.14%

Compare Now
Request call back
Add to Cart Successfully