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) | ₹83847 Cr | ₹11845 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 | -1.9% | 1.17% |
6 Month | 14.66% | 19.64% |
1 Year | 5.01% | 2.11% |
3 Year | 26.11% | 24.07% |
5 Year | 29.27% | 24.27% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 5.15% | 7.9% |
1 Year | 8.58% | 8.14% |
3 Year | 22.07% | 22.43% |
5 Year | 24.13% | 21.14% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 14.93% | 16.41% |
3 Year | 20.25% | 16.42% |
5 Year | 19.59% | 16.86% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.79% | 16.82% |
Sharp | 1.39% | 0.99% |
Beta | 0.83% | 0.96% |
Alpha | 4.66% | -0.07% |
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 | 12.06 | 7.03 |
Mid Cap | 61.58 | 63.52 |
Large Cap | 7.16 | 15.83 |
Small Cap | 19.2 | 13.61 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 7.22 | 1.04 |
Basic Materials | 5.74 | 1.05 |
Consumer Defensive | 5.12 | 4.17 |
Consumer Cyclical | 18.34 | 13.81 |
Financial Services | 24.14 | 26.49 |
Industrials | 10.31 | 27.87 |
Communication Services | 2.93 | 1.65 |
Healthcare | 12 | 11.24 |
Technology | 10.2 | 11.22 |
Energy | 2.77 | - |
Utilities | 1.24 | 1.37 |
Real Estate | - | 0.1 |
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