HSBC Midcap Fund vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹42042 Cr | ₹12549 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 08 Oct 1995 | 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 | 69% | 19% |
| Expense Ratio | 1.59 | 1.71 |
| Manager | Kinjal Desai | Venugopal Manghat |
| ISIN Code | INF204K01323 | INF917K01254 |
| Exits Load | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.52% | -3.86% |
| 6 Month | 1.74% | 3.52% |
| 1 Year | -0.1% | -5.95% |
| 3 Year | 23.47% | 23.18% |
| 5 Year | 24.39% | 20.32% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.6% | 1.02% |
| 1 Year | 14.61% | 18.6% |
| 3 Year | 19.44% | 19.91% |
| 5 Year | 21.34% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.56% | 15.7% |
| 3 Year | 20.89% | 16.82% |
| 5 Year | 17.71% | 17.14% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.98% | 16.83% |
| Sharp | 1.13% | 1.00% |
| Beta | 0.96% | 0.98% |
| Alpha | 1.14% | 1.06% |
Fund Managers
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Kinjal Desai | Venugopal Manghat |
| Total AUM | ₹81302 Cr | ₹41442 Cr |
| Funds Managed | 16 | 7 |
| Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.05 | 17.1 |
| Mid Cap | 66.96 | 48.73 |
| Small Cap | 10.48 | 20.75 |
| Large Cap | 17.52 | 13.42 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 1.92 | 2 |
| Industrials | 15.62 | 22.68 |
| Financial Services | 25.28 | 36.24 |
| Consumer Cyclical | 19.43 | 12.8 |
| Basic Materials | 4.63 | 0.05 |
| Healthcare | 11.41 | 7.16 |
| Energy | 0.93 | - |
| Utilities | 5.51 | 0.02 |
| Communication Services | 3.3 | 1.87 |
| Consumer Defensive | 3.44 | 4.57 |
| Technology | 7.03 | 12.62 |
| Real Estate | 1.49 | 0 |
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