HSBC Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹84855 Cr | ₹11937 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 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 | 14.6% | 19% |
| Expense Ratio | 1.39 | 1.71 |
| Manager | Dhruv Muchhal | Venugopal Manghat |
| ISIN Code | INF179K01CR2 | INF917K01254 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.62% | -0.6% |
| 6 Month | 13.32% | 13.99% |
| 1 Year | 6.1% | -0.26% |
| 3 Year | 25.05% | 23.72% |
| 5 Year | 28.68% | 22.98% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.92% | 3.79% |
| 1 Year | 19.68% | 17.73% |
| 3 Year | 22.37% | 22.01% |
| 5 Year | 23.89% | 20.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.73% | 16.13% |
| 3 Year | 20.43% | 16.52% |
| 5 Year | 19.73% | 16.98% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.86% | 16.83% |
| Sharp | 1.28% | 1.00% |
| Beta | 0.86% | 0.98% |
| Alpha | 3.88% | 1.07% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Venugopal Manghat |
| Total AUM | ₹520687 Cr | ₹41442 Cr |
| Funds Managed | 40 | 7 |
| HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 10.91 | 8.6 |
| Mid Cap | 62.44 | 61.19 |
| Large Cap | 7.87 | 13.97 |
| Small Cap | 18.77 | 16.24 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 6.37 | 1.31 |
| Basic Materials | 5.54 | 0.69 |
| Consumer Defensive | 5.67 | 5.06 |
| Consumer Cyclical | 17.92 | 14.56 |
| Financial Services | 24.7 | 28.34 |
| Industrials | 10.55 | 26.31 |
| Communication Services | 2.73 | 1.47 |
| Healthcare | 12.55 | 8.5 |
| Technology | 9.82 | 13.63 |
| Energy | 2.9 | - |
| Utilities | 1.24 | 0.1 |
| Real Estate | - | 0.03 |
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