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HSBC Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1224 Cr | ₹11845 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 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 | % | 19% |
| Expense Ratio | 2.06 | 1.71 |
| Manager | Rohan Korde | Venugopal Manghat |
| ISIN Code | INF00XX01895 | INF917K01254 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - 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 | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.99% | -0.88% |
| 6 Month | 13.01% | 19.43% |
| 1 Year | -5.19% | 3.07% |
| 3 Year | 21.92% | 23.27% |
| 5 Year | - | 24.37% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.72% | 7.9% |
| 1 Year | 1% | 8.14% |
| 3 Year | 19.17% | 22.43% |
| 5 Year | - | 21.14% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.76% | 16.41% |
| 3 Year | 23.51% | 16.42% |
| 5 Year | - | 16.86% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 16.28% | 16.82% |
| Sharp | 1.00% | 0.99% |
| Beta | 0.98% | 0.96% |
| Alpha | -0.74% | -0.07% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Rohan Korde | Venugopal Manghat |
| Total AUM | ₹4626 Cr | ₹41442 Cr |
| Funds Managed | 10 | 7 |
| ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.68 | 7.03 |
| Small Cap | 18.56 | 13.61 |
| Mid Cap | 64.71 | 63.52 |
| Large Cap | 8.04 | 15.83 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.7 | 1.04 |
| Technology | 10.74 | 11.22 |
| Financial Services | 23.99 | 26.49 |
| Consumer Cyclical | 8.36 | 13.81 |
| Healthcare | 11.33 | 11.24 |
| Industrials | 21.78 | 27.87 |
| Basic Materials | 9.25 | 1.05 |
| Energy | 0.95 | - |
| Utilities | 3.61 | 1.37 |
| Consumer Defensive | 3.29 | 4.17 |
| Real Estate | 2.36 | 0.1 |
| Communication Services | 1.64 | 1.65 |
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