HSBC Midcap Fund vs Edelweiss Mid Cap Fund compare

HSBC Midcap Fund vs Edelweiss Mid Cap Fund compare

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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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HSBC Midcap Fund - Regular Growth

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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)	₹13196 Cr	₹12549 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	13.78%	12.61%
Sharp	1.21%	1.06%
Beta	0.94%	0.98%
Alpha	2.33%	0.75%

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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