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HSBC Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹73510 Cr | ₹10753 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 Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 4.46% | 5.01% |
| 6 Month | -2.11% | -8.69% |
| 1 Year | 7.3% | 4.75% |
| 3 Year | 31.8% | 27.19% |
| 5 Year | 33.12% | 27.01% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 9.86% | 11.72% |
| 1 Year | 10.12% | 6.7% |
| 3 Year | 25.08% | 24.32% |
| 5 Year | 26.17% | 22.36% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.2% | 16.68% |
| 3 Year | 20.01% | 16.07% |
| 5 Year | 19.47% | 16.64% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.301% | 17.037% |
| Sharp | 1.022% | 0.65% |
| Beta | 0.855% | 0.902% |
| Alpha | 4.384% | -0.791% |
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Fund Managers
| Scheme Name | HDFC Mid-Cap Opportunities 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 Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.07 | 0.86 |
| Mid Cap | 65.07 | 66.65 |
| Large Cap | 5.88 | 20.03 |
| Small Cap | 20.98 | 12.46 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.07 | 0.86 |
| Basic Materials | 6.21 | 1.96 |
| Consumer Defensive | 4.23 | 2.39 |
| Consumer Cyclical | 17.51 | 14.07 |
| Financial Services | 24.44 | 20.07 |
| Healthcare | 11.93 | 8.52 |
| Industrials | 10.38 | 27.34 |
| Communication Services | 3.05 | 0.06 |
| Energy | 2.69 | - |
| Utilities | 1.37 | 4.66 |
| Technology | 10.11 | 15.4 |
| Real Estate | - | 4.66 |
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