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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) | ₹12647 Cr | ₹12370 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 | 1.61% | 1.64% |
| 6 Month | 7.09% | 10.68% |
| 1 Year | 9.97% | 9.62% |
| 3 Year | 25.42% | 25.56% |
| 5 Year | 27.04% | 23.08% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.46% | 3.45% |
| 1 Year | 16.87% | 20.44% |
| 3 Year | 23.18% | 22.18% |
| 5 Year | 22.79% | 21.04% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.3% | 15.91% |
| 3 Year | 21.35% | 16.77% |
| 5 Year | 20.7% | 17.09% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.59% | 16.83% |
| Sharp | 1.08% | 1.00% |
| Beta | 0.94% | 0.98% |
| Alpha | 1.60% | 1.07% |
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 | 8.39 | 10.64 |
| Mid Cap | 69.29 | 57.62 |
| Small Cap | 13.45 | 18.23 |
| Large Cap | 8.88 | 13.52 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.4 | 3.28 |
| Industrials | 14.08 | 23.46 |
| Consumer Defensive | 4.37 | 4.77 |
| Consumer Cyclical | 14.43 | 14.69 |
| Healthcare | 9.47 | 7.95 |
| Financial Services | 25.36 | 29.92 |
| Basic Materials | 10.48 | 0.24 |
| Real Estate | 3.25 | 0 |
| Energy | 2.52 | - |
| Communication Services | 1.92 | 1.59 |
| Technology | 11.15 | 14.07 |
| Utilities | 0.57 | 0.04 |
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