Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Midcap Fund vs Mahindra Manulife Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

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) ₹4192 Cr ₹12370 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 -0.48% -0.82%
6 Month 2.59% 4.5%
1 Year -2.46% -2.42%
3 Year 22.44% 22.94%
5 Year 24.6% 21.13%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
6 Month 1.85% 1.37%
1 Year 11.61% 16.39%
3 Year 17.37% 19.68%
5 Year 19.52% 19.66%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Year 11.46% 15.76%
3 Year 24.06% 16.79%
5 Year 25.8% 17.11%

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 16.39 10.64
Mid Cap 66.38 57.62
Large Cap 7.7 13.52
Small Cap 9.54 18.23

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 6.28 3.28
Industrials 19.13 23.46
Financial Services 21.61 29.92
Technology 6.17 14.07
Healthcare 12.94 7.95
Basic Materials 7.83 0.24
Consumer Defensive 4.82 4.77
Utilities 2.92 0.04
Communication Services 3.06 1.59
Consumer Cyclical 12.17 14.69
Energy 1.29 -
Real Estate 1.78 0

Top Comparisons

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns16.55%

VS

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns16.04%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns15.83%

Compare Now

HDFC Dividend Yield Fund - Growth Plan HDFC Dividend Yield Fund - Growth Plan

3Y Returns17.06%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns16.37%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns6.95%

VS

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns7.19%

Compare Now
Add to Cart Successfully