HSBC Midcap Fund vs Edelweiss Mid Cap Fund compare
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹10028 Cr | ₹11470 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 26 Dec 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 | 43% | 19% |
Expense Ratio | 1.73 | 1.71 |
Manager | Trideep Bhattacharya | Venugopal Manghat |
ISIN Code | INF843K01013 | INF917K01254 |
Exits Load | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | 6% | 5.85% |
6 Month | 3.03% | -2.68% |
1 Year | 11.79% | 6.57% |
3 Year | 32.19% | 28.71% |
5 Year | 33.89% | 27.15% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 14.18% | 15.63% |
1 Year | 18.17% | 14.49% |
3 Year | 29.63% | 26.71% |
5 Year | 27.56% | 23.65% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 15.93% | 16.68% |
3 Year | 20.64% | 16.07% |
5 Year | 20.33% | 16.64% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 16.63% | 17.21% |
Sharp | 1.16% | 1.01% |
Beta | 0.92% | 0.91% |
Alpha | 2.24% | 0.47% |
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Fund Managers
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Name | Trideep Bhattacharya | Venugopal Manghat |
Total AUM | ₹0 Cr | ₹41442 Cr |
Funds Managed | 9 | 7 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 4.44 | 0.86 |
Mid Cap | 72.33 | 66.65 |
Small Cap | 13.57 | 12.46 |
Large Cap | 9.66 | 20.03 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 3.54 | 0.86 |
Industrials | 14.33 | 27.34 |
Consumer Defensive | 4.99 | 2.39 |
Basic Materials | 7.86 | 1.96 |
Consumer Cyclical | 17.24 | 14.07 |
Healthcare | 12.6 | 8.52 |
Financial Services | 20.96 | 20.07 |
Real Estate | 3.84 | 4.66 |
Energy | 1.35 | - |
Technology | 11.5 | 15.4 |
Utilities | 0 | 4.66 |
Communication Services | 1.79 | 0.06 |
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