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) | ₹3994 Cr | ₹11937 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 | 1.39% | -0.6% |
| 6 Month | 8.26% | 13.99% |
| 1 Year | -1.77% | -0.26% |
| 3 Year | 22.92% | 23.72% |
| 5 Year | 26.74% | 22.98% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.33% | 3.79% |
| 1 Year | 12.69% | 17.73% |
| 3 Year | 19.44% | 22.01% |
| 5 Year | 20.87% | 20.9% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.81% | 16.13% |
| 3 Year | 24.35% | 16.52% |
| 5 Year | 25.31% | 16.98% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.36% | 16.83% |
| Sharp | 1.04% | 1.00% |
| Beta | 0.96% | 0.98% |
| Alpha | 0.63% | 1.07% |
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 | 13.17 | 8.6 |
| Mid Cap | 67.48 | 61.19 |
| Large Cap | 9.78 | 13.97 |
| Small Cap | 9.57 | 16.24 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 3.95 | 1.31 |
| Industrials | 19.55 | 26.31 |
| Financial Services | 18.36 | 28.34 |
| Technology | 7.06 | 13.63 |
| Healthcare | 15.04 | 8.5 |
| Energy | 1.29 | - |
| Basic Materials | 7.91 | 0.69 |
| Consumer Defensive | 4.93 | 5.06 |
| Utilities | 3 | 0.1 |
| Communication Services | 3.04 | 1.47 |
| Consumer Cyclical | 14.26 | 14.56 |
| Real Estate | 1.61 | 0.03 |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns7.26%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.78%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.32%
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns7.16%
Franklin India Technology Fund-Growth
3Y Returns23.69%
HDFC Technology Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.92%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%