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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) | ₹1290 Cr | ₹12370 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 | 1.03% | 0.92% |
| 6 Month | 4.62% | 8.05% |
| 1 Year | 2.46% | 1.88% |
| 3 Year | 22.4% | 23.53% |
| 5 Year | - | 21.5% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.33% | 3.98% |
| 1 Year | 17.46% | 20.72% |
| 3 Year | 19.75% | 21.78% |
| 5 Year | - | 20.94% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.69% | 15.77% |
| 3 Year | 23.19% | 16.78% |
| 5 Year | - | 17.1% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 16.35% | 16.83% |
| Sharp | 0.96% | 1.00% |
| Beta | 1.00% | 0.98% |
| Alpha | -0.49% | 1.07% |
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 | 13.23 | 10.64 |
| Mid Cap | 62.64 | 57.62 |
| Large Cap | 9.39 | 13.52 |
| Small Cap | 14.75 | 18.23 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.97 | 3.28 |
| Financial Services | 24.97 | 29.92 |
| Consumer Cyclical | 10.09 | 14.69 |
| Technology | 12.62 | 14.07 |
| Industrials | 21.15 | 23.46 |
| Healthcare | 10.87 | 7.95 |
| Basic Materials | 10.96 | 0.24 |
| Energy | 0.8 | - |
| Utilities | 1.13 | 0.04 |
| Consumer Defensive | 2.83 | 4.77 |
| Real Estate | 0 | 0 |
| Communication Services | 1.62 | 1.59 |
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