- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹84855 Cr | ₹11937 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 | 4.21% | 2.57% |
| 6 Month | 12.98% | 14.62% |
| 1 Year | 7.61% | 3.51% |
| 3 Year | 25.9% | 24.34% |
| 5 Year | 29.74% | 23.85% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.18% | 1.15% |
| 1 Year | 9.82% | 12.03% |
| 3 Year | 18.91% | 19.86% |
| 5 Year | 22.01% | 19.73% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.73% | 16.13% |
| 3 Year | 20.43% | 16.52% |
| 5 Year | 19.73% | 16.98% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.86% | 16.83% |
| Sharp | 1.28% | 1.00% |
| Beta | 0.86% | 0.98% |
| Alpha | 3.88% | 1.07% |
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 | 10.91 | 8.6 |
| Mid Cap | 62.44 | 61.19 |
| Large Cap | 7.87 | 13.97 |
| Small Cap | 18.77 | 16.24 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 6.37 | 1.31 |
| Basic Materials | 5.54 | 0.69 |
| Consumer Defensive | 5.67 | 5.06 |
| Consumer Cyclical | 17.92 | 14.56 |
| Financial Services | 24.7 | 28.34 |
| Industrials | 10.55 | 26.31 |
| Communication Services | 2.73 | 1.47 |
| Healthcare | 12.55 | 8.5 |
| Technology | 9.82 | 13.63 |
| Energy | 2.9 | - |
| Utilities | 1.24 | 0.1 |
| Real Estate | - | 0.03 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns29.84%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.27%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.46%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.18%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.39%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.54%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.6%
