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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) | ₹13650 Cr | ₹12440 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 | -0.07% | -0.6% |
| 6 Month | 0.43% | 0.37% |
| 1 Year | 7.64% | 5.81% |
| 3 Year | 25.73% | 23.82% |
| 5 Year | 23.31% | 19.44% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.23% | -1.45% |
| 1 Year | 11.72% | 11.83% |
| 3 Year | 19.08% | 16.82% |
| 5 Year | 20.62% | 18.36% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.99% | 15.65% |
| 3 Year | 21.55% | 16.86% |
| 5 Year | 20.77% | 17.18% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.39% | 16.79% |
| Sharp | 1.17% | 1.02% |
| Beta | 0.94% | 0.99% |
| Alpha | 2.53% | 0.84% |
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 | 9.83 | 21.7 |
| Mid Cap | 71.13 | 46.29 |
| Small Cap | 10.64 | 20.54 |
| Large Cap | 8.41 | 11.48 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.22 | 1.39 |
| Industrials | 13.36 | 22.52 |
| Consumer Defensive | 4.81 | 4.56 |
| Consumer Cyclical | 14.55 | 13.09 |
| Healthcare | 8.08 | 6.83 |
| Financial Services | 29.72 | 37.86 |
| Basic Materials | 9.89 | 0.04 |
| Real Estate | 2.85 | 0 |
| Energy | 2.24 | - |
| Communication Services | 2.39 | 2.31 |
| Technology | 9.35 | 11.37 |
| Utilities | 0.55 | 0.02 |
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