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) | ₹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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