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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) | ₹92169 Cr | ₹12549 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 | -0.02% | 0.75% |
| 6 Month | 5.45% | 4.33% |
| 1 Year | 7.09% | 0.05% |
| 3 Year | 27.18% | 26.02% |
| 5 Year | 25.74% | 20.84% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.19% | 0.38% |
| 1 Year | 16.96% | 14.83% |
| 3 Year | 20.55% | 19.7% |
| 5 Year | 23.05% | 19.99% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.36% | 15.7% |
| 3 Year | 20.76% | 16.82% |
| 5 Year | 20.06% | 17.14% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.85% | 16.83% |
| Sharp | 1.25% | 1.00% |
| Beta | 0.86% | 0.98% |
| Alpha | 3.57% | 1.06% |
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 | 12.16 | 17.1 |
| Mid Cap | 63.68 | 48.73 |
| Large Cap | 7.64 | 13.42 |
| Small Cap | 16.51 | 20.75 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 6.97 | 2 |
| Basic Materials | 5.07 | 0.05 |
| Consumer Defensive | 5.56 | 4.57 |
| Consumer Cyclical | 16.69 | 12.8 |
| Financial Services | 27.28 | 36.24 |
| Industrials | 9.05 | 22.68 |
| Communication Services | 2.76 | 1.87 |
| Healthcare | 12.26 | 7.16 |
| Technology | 10.48 | 12.62 |
| Energy | 2.76 | - |
| Utilities | 1.11 | 0.02 |
| Real Estate | - | 0 |
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