HSBC Midcap Fund vs Mahindra Manulife Mid Cap Fund compare

HSBC Midcap Fund vs Mahindra Manulife Mid Cap Fund compare

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Mahindra Manulife Mid Cap Fund - Regular Plan - 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	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)	₹4295 Cr	₹12440 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	-2.37%	-4.85%
6 Month	-1.8%	-1.34%
1 Year	6.14%	9.31%
3 Year	23.31%	23.32%
5 Year	22.35%	19.27%

SIP Return Analysis

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
6 Month	1.57%	-1.45%
1 Year	11.06%	11.83%
3 Year	15.87%	16.82%
5 Year	18.86%	18.36%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
1 Year	11.12%	15.62%
3 Year	24.06%	16.9%
5 Year	25.4%	17.22%

Risk Management

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Standard Deviation	14.84%	12.61%
Sharp	1.14%	1.06%
Beta	0.95%	0.98%
Alpha	0.89%	0.75%

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	14.53	21.7
Mid Cap	68.53	46.29
Small Cap	11.2	20.54
Large Cap	5.75	11.48

Sector Allocation

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Others	1.76	1.39
Industrials	20.58	22.52
Financial Services	27.54	37.86
Basic Materials	8.8	0.04
Healthcare	11.31	6.83
Technology	6.97	11.37
Utilities	2.68	0.02
Communication Services	3.67	2.31
Consumer Cyclical	9.58	13.09
Consumer Defensive	4.34	4.56
Energy	1.24	-
Real Estate	1.53	0

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