HSBC Midcap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4260 Cr | ₹12549 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jan 2018 | 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 | 116% | 19% |
| Expense Ratio | 1.88 | 1.71 |
| Manager | Abhinav Khandelwal | Venugopal Manghat |
| ISIN Code | INF174V01473 | INF917K01254 |
| Exits Load | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.36% | 0.29% |
| 6 Month | 3.52% | 5.27% |
| 1 Year | 1.28% | -0.15% |
| 3 Year | 25.88% | 26.17% |
| 5 Year | 24.09% | 20.98% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.14% | 0.38% |
| 1 Year | 8.12% | 14.83% |
| 3 Year | 16.7% | 19.7% |
| 5 Year | 19.46% | 19.99% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.36% | 15.7% |
| 3 Year | 24% | 16.82% |
| 5 Year | 25.67% | 17.14% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.37% | 16.83% |
| Sharp | 1.04% | 1.00% |
| Beta | 0.96% | 0.98% |
| Alpha | 0.62% | 1.06% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Venugopal Manghat |
| Total AUM | ₹5522 Cr | ₹41442 Cr |
| Funds Managed | 5 | 7 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 15.04 | 17.1 |
| Mid Cap | 67 | 48.73 |
| Small Cap | 11.16 | 20.75 |
| Large Cap | 6.79 | 13.42 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.56 | 2 |
| Industrials | 19.51 | 22.68 |
| Financial Services | 25.82 | 36.24 |
| Healthcare | 12.65 | 7.16 |
| Technology | 6.6 | 12.62 |
| Basic Materials | 7.65 | 0.05 |
| Consumer Defensive | 4.65 | 4.57 |
| Utilities | 2.73 | 0.02 |
| Communication Services | 3.05 | 1.87 |
| Consumer Cyclical | 11.94 | 12.8 |
| Energy | 1.21 | - |
| Real Estate | 1.62 | 0 |
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