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HSBC Midcap Fund vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Fund - Growth Plan

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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 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) ₹89383 Cr ₹12370 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 0.47% -0.82%
6 Month 7.03% 4.5%
1 Year 5.94% -2.42%
3 Year 24.58% 22.94%
5 Year 26.08% 21.13%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Fund - Growth Plan HSBC Midcap Fund - Regular Growth
6 Month 4.37% 1.37%
1 Year 20.93% 16.39%
3 Year 21.3% 19.68%
5 Year 23.21% 19.66%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Fund - Growth Plan HSBC Midcap Fund - Regular Growth
1 Year 14.41% 15.76%
3 Year 20.66% 16.79%
5 Year 20% 17.11%

Risk Management

Scheme Name HDFC Mid-Cap Fund - Growth Plan HSBC Midcap Fund - Regular Growth
Standard Deviation 13.85% 16.83%
Sharp 1.25% 1.00%
Beta 0.86% 0.98%
Alpha 3.57% 1.06%

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 11.57 10.64
Mid Cap 63.25 57.62
Large Cap 7.66 13.52
Small Cap 17.53 18.23

Sector Allocation

Scheme Name

HDFC Mid-Cap Fund - Growth Plan

HSBC Midcap Fund - Regular Growth

Others 6.72 3.14
Basic Materials 5.26 0.24
Consumer Defensive 5.46 4.77
Consumer Cyclical 17.37 14.69
Financial Services 26.05 29.92
Industrials 9.54 23.46
Communication Services 2.97 1.59
Healthcare 12.3 8.09
Technology 10.16 14.07
Energy 2.96 -
Utilities 1.21 0.04
Real Estate - 0

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