HSBC Midcap Fund vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential MidCap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential MidCap Fund - Growth | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6824 Cr | ₹12146 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Oct 2004 | 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 | 73% | 19% |
Expense Ratio | 1.9 | 1.71 |
Manager | Sharmila D'mello | Venugopal Manghat |
ISIN Code | INF109K01AN2 | INF917K01254 |
Exits Load | ICICI Prudential MidCap 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 | ICICI Prudential MidCap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | -0.96% | -2.35% |
6 Month | 14.64% | 10.99% |
1 Year | 2.25% | 0.03% |
3 Year | 23.12% | 23.91% |
5 Year | 28.63% | 25.28% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 10.71% | 9.7% |
1 Year | 16.35% | 8.76% |
3 Year | 24.02% | 23.85% |
5 Year | 22.94% | 22.03% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 14.02% | 16.68% |
3 Year | 15.19% | 16.07% |
5 Year | 15.78% | 16.64% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.46% | 17.05% |
Sharp | 1.25% | 1.20% |
Beta | 0.95% | 0.94% |
Alpha | -1.36% | -0.02% |
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Fund Managers
Scheme Name | ICICI Prudential MidCap Fund - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Name | Sharmila D'mello | Venugopal Manghat |
Total AUM | ₹354743 Cr | ₹41442 Cr |
Funds Managed | 35 | 7 |
ICICI Prudential MidCap Fund - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 7.25 | 6.37 |
Mid Cap | 66.69 | 65.44 |
Small Cap | 18.48 | 13.46 |
Large Cap | 7.58 | 14.73 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 2.22 | 2.5 |
Basic Materials | 25.85 | 2.2 |
Industrials | 22.37 | 24.4 |
Financial Services | 18.83 | 25.76 |
Communication Services | 11.34 | 1.7 |
Healthcare | 2.69 | 10.81 |
Consumer Cyclical | 9.58 | 16.63 |
Technology | 0.41 | 10.61 |
Real Estate | 6.56 | 0.59 |
Utilities | 0.15 | 0.81 |
Consumer Defensive | - | 3.98 |
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