HSBC Midcap Fund vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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 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) ₹7677 Cr ₹11768 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 1.74 1.73
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 -4.16% -7.66%
6 Month 4.7% 2.37%
1 Year 29.35% 26.69%
3 Year 22.68% 21.66%
5 Year 27.63% 21.93%

SIP Return Analysis

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 16.36% 9.34%
3 Year 30.45% 28.41%
5 Year 30.02% 25.71%

Rolling Lumpsum Returns

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
1 Year 15.6% 16.79%
3 Year 20.1% 15.6%
5 Year 19.8% 16.17%

Risk Management

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
Standard Deviation 13.78% 12.61%
Sharp 1.29% 1.33%
Beta 0.92% 0.82%
Alpha 2.24% 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 Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
Name Trideep Bhattacharya Venugopal Manghat
Total AUM ₹0 Cr ₹41442 Cr
Fund Manage 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 9.49 1.7
Mid Cap 62.94 67.03
Small Cap 14.49 12.79
Large Cap 13.08 18.48

Sector Allocation

Scheme Name

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

HSBC Midcap Fund - Regular Growth

Others 3.31 1.7
Materials 5.49 -
Consumer Staples 1.87 -
Healthcare 6.29 -
Financial 14.64 -
Services 11.48 -
Capital Goods 20.88 -
Construction 4.54 -
Automobile 11.39 -
Communication 1.48 -
Metals & Mining 6.29 -
Consumer Discretionary 1.97 -
Technology 5.63 -
Energy 0.95 -
Chemicals 3.48 -
Textiles 0.31 -
Finance - 1.2
Retailing - 8.3
IT - Services - 0.04
Healthcare Services - 2.8
Pharmaceuticals & Biotechnology - 3.69
Electrical Equipment - 20.5
IT - Software - 4.61
Leisure Services - 1.69
Paper, Forest & Jute Products - 1.42
Aerospace & Defense - 3.59
Realty - 6.6
Chemicals & Petrochemicals - 0.03
Capital Markets - 11
Power - 4.95
Banks - 2.36
Industrial Products - 6.1
Consumer Durables - 10.2
Industrial Manufacturing - 1.74
Cigarettes & Tobacco Products - 1.63
Telecom - Services - 0.05
Financial Technology (Fintech) - 3.74
Automobiles - 0.92
Commercial Services & Supplies - 0.51
Cement & Cement Products - 0.14
Beverages - 0.49

Top Comparisons

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns6.16%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns15.32%

Compare Now

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.67%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns5.48%

Compare Now

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.2%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns6.17%

Compare Now

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

3Y Returns0%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns16.43%

Compare Now
Request call back
Add to Cart Successfully