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)	₹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

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	3.49%	3.27%
6 Month	-4.8%	-9.43%
1 Year	14.49%	4.54%
3 Year	23.2%	19.94%
5 Year	32.13%	25.66%

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-0.25%	-3.16%
1 Year	-3.22%	-12.57%
3 Year	24.51%	19.94%
5 Year	25.28%	20.07%

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	16.08%	17.31%
3 Year	20.39%	15.78%
5 Year	20.04%	16.4%

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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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

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

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