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) | ₹84061 Cr | ₹12146 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 | -0.86% | -2.51% |
6 Month | 10.65% | 11.87% |
1 Year | 2.76% | -0.08% |
3 Year | 27.91% | 24.08% |
5 Year | 31.7% | 25.6% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 8.49% | 9.7% |
1 Year | 12.99% | 8.76% |
3 Year | 25.04% | 23.85% |
5 Year | 26.06% | 22.03% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 15.2% | 16.68% |
3 Year | 20.01% | 16.07% |
5 Year | 19.47% | 16.64% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.61% | 17.05% |
Sharp | 1.60% | 1.20% |
Beta | 0.85% | 0.94% |
Alpha | 4.88% | -0.02% |
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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 | 12.45 | 6.37 |
Mid Cap | 62.14 | 65.44 |
Large Cap | 5.61 | 14.73 |
Small Cap | 19.81 | 13.46 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 7.15 | 2.5 |
Basic Materials | 7.04 | 2.2 |
Consumer Defensive | 4.33 | 3.98 |
Consumer Cyclical | 17.44 | 16.63 |
Financial Services | 25.63 | 25.76 |
Industrials | 9.8 | 24.4 |
Communication Services | 2.88 | 1.7 |
Healthcare | 10.43 | 10.81 |
Technology | 11.08 | 10.61 |
Energy | 2.89 | - |
Utilities | 1.31 | 0.81 |
Real Estate | - | 0.59 |
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