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HSBC Midcap Fund vs Edelweiss Mid Cap Fund compare

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

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tortoise-icon 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) ₹10028 Cr ₹11470 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 6% 5.85%
6 Month 3.03% -2.68%
1 Year 11.79% 6.57%
3 Year 32.19% 28.71%
5 Year 33.89% 27.15%

SIP Return Analysis

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
6 Month 14.18% 15.63%
1 Year 18.17% 14.49%
3 Year 29.63% 26.71%
5 Year 27.56% 23.65%

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 16.63% 17.21%
Sharp 1.16% 1.01%
Beta 0.92% 0.91%
Alpha 2.24% 0.47%

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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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