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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) | ₹83105 Cr | ₹11749 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 | 0.65% | 0.66% |
| 6 Month | 14.56% | 19.64% |
| 1 Year | 2.81% | -2.77% |
| 3 Year | 26.6% | 25.5% |
| 5 Year | 29.73% | 24.45% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.1% | 5.47% |
| 1 Year | 16.14% | 20.9% |
| 3 Year | 21.69% | 23.19% |
| 5 Year | 23.59% | 21.5% |
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 | 13.79% | 16.82% |
| Sharp | 1.24% | 0.95% |
| Beta | 0.84% | 0.97% |
| Alpha | 4.00% | 0.82% |
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 | 11.94 | 8.9 |
| Mid Cap | 61.34 | 60.95 |
| Large Cap | 7.84 | 14.96 |
| Small Cap | 18.89 | 15.2 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 6.98 | 0.91 |
| Basic Materials | 5.39 | 0.76 |
| Consumer Defensive | 5.7 | 5.44 |
| Consumer Cyclical | 18.41 | 13.18 |
| Financial Services | 24.21 | 27.38 |
| Industrials | 10.63 | 24.96 |
| Communication Services | 2.73 | 1.6 |
| Healthcare | 11.74 | 10.27 |
| Technology | 10.45 | 14.04 |
| Energy | 2.51 | - |
| Utilities | 1.26 | 1.36 |
| Real Estate | - | 0.1 |
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