HSBC Midcap Fund vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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HSBC Midcap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1201 Cr	₹11749 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

Scheme Name	ITI Mid Cap Fund Regular - Growth	HSBC Midcap Fund - Regular Growth
1 Month	1.63%	1.54%
6 Month	12.3%	20.27%
1 Year	-3.93%	-2.92%
3 Year	23.09%	25.55%
5 Year	-	24.65%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HSBC Midcap Fund - Regular Growth
6 Month	2.87%	5.47%
1 Year	12.78%	20.9%
3 Year	19.8%	23.19%
5 Year	-	21.5%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HSBC Midcap Fund - Regular Growth
1 Year	11.69%	16.13%
3 Year	23.19%	16.52%
5 Year	-	16.98%

Scheme Name	ITI Mid Cap Fund Regular - Growth	HSBC Midcap Fund - Regular Growth
Standard Deviation	16.24%	16.82%
Sharp	0.87%	0.95%
Beta	0.98%	0.97%
Alpha	-1.12%	0.82%

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

Scheme Name	ITI Mid Cap Fund Regular - Growth	HSBC Midcap Fund - Regular Growth
Others	12.28	8.9
Small Cap	17.05	15.2
Mid Cap	60.63	60.95
Large Cap	10.04	14.96

Scheme Name	ITI Mid Cap Fund Regular - Growth	HSBC Midcap Fund - Regular Growth
Others	3.83	0.91
Technology	11.63	14.04
Financial Services	26.05	27.38
Consumer Cyclical	10.75	13.18
Healthcare	11.35	10.27
Industrials	18.88	24.96
Basic Materials	7.68	0.76
Energy	1	-
Utilities	2.81	1.36
Consumer Defensive	3.3	5.44
Real Estate	1.12	0.1
Communication Services	1.61	1.6