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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) | ₹8268 Cr | ₹10753 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 | 5.26% | 5.01% |
| 6 Month | -2.84% | -8.69% |
| 1 Year | 12.12% | 4.75% |
| 3 Year | 30.87% | 27.19% |
| 5 Year | 33.56% | 27.01% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 11.59% | 11.72% |
| 1 Year | 12.67% | 6.7% |
| 3 Year | 27.68% | 24.32% |
| 5 Year | 26.54% | 22.36% |
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 | 15.57% | 17.037% |
| Sharp | 0.992% | 0.65% |
| Beta | 0.906% | 0.902% |
| Alpha | 1.762% | -0.791% |
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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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