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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) | ₹1309 Cr | ₹12440 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 | 0.62% | -0.6% |
| 6 Month | 1.77% | 0.37% |
| 1 Year | 7.32% | 5.81% |
| 3 Year | 23.84% | 23.82% |
| 5 Year | - | 19.44% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.72% | -1.45% |
| 1 Year | 13.17% | 11.83% |
| 3 Year | 16.56% | 16.82% |
| 5 Year | - | 18.36% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.61% | 15.62% |
| 3 Year | 23.06% | 16.9% |
| 5 Year | - | 17.22% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.37% | 12.61% |
| Sharp | 1.08% | 1.06% |
| Beta | 0.99% | 0.98% |
| Alpha | 0.34% | 0.75% |
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 | 11.88 | 21.7 |
| Mid Cap | 62.18 | 46.29 |
| Large Cap | 9.61 | 11.48 |
| Small Cap | 16.32 | 20.54 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 1.13 | 1.39 |
| Financial Services | 27.89 | 37.86 |
| Consumer Cyclical | 10.17 | 13.09 |
| Technology | 11.48 | 11.37 |
| Industrials | 20.43 | 22.52 |
| Healthcare | 11.54 | 6.83 |
| Basic Materials | 11.96 | 0.04 |
| Energy | 0.69 | - |
| Consumer Defensive | 2.21 | 4.56 |
| Communication Services | 1.4 | 2.31 |
| Utilities | 1.1 | 0.02 |
| Real Estate | - | 0 |
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