HSBC Midcap Fund vs Quant Mid Cap Fund compare
HSBC Midcap Fund - Regular Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12549 Cr | ₹8608 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2004 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 19% | % |
| Expense Ratio | 1.71 | 1.75 |
| Manager | Venugopal Manghat | Sanjeev Sharma |
| ISIN Code | INF917K01254 | INF966L01176 |
| Exits Load | 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 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 1.56% | -1.56% |
| 6 Month | 2.82% | -6.78% |
| 1 Year | -1.99% | -7.87% |
| 3 Year | 24.54% | 14.24% |
| 5 Year | 19.98% | 20.72% |
SIP Return Analysis
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.12% | -0.42% |
| 1 Year | 18.37% | 0.67% |
| 3 Year | 19.3% | 7.09% |
| 5 Year | 19.61% | 14.11% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.65% | 11.47% |
| 3 Year | 16.85% | 12.58% |
| 5 Year | 17.18% | 11.05% |
Risk Management
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.61% | 15.85% |
| Sharp | 1.05% | 0.61% |
| Beta | 0.98% | 0.97% |
| Alpha | 0.94% | -6.34% |
Fund Managers
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Venugopal Manghat | Sanjeev Sharma |
| Total AUM | ₹41442 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.99 | 26.81 |
| Mid Cap | 68.48 | 55.19 |
| Large Cap | 12.58 | 11.45 |
| Small Cap | 16.95 | 6.57 |
Sector Allocation
| Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.99 | 26.81 |
| Finance | 11.87 | 2.98 |
| Retailing | 12.2 | - |
| Healthcare Services | 2.35 | - |
| IT - Software | 5.6 | 0.46 |
| Leisure Services | 0.02 | 1.36 |
| Electrical Equipment | 9.58 | 6.47 |
| Banks | 6.86 | - |
| Pharmaceuticals & Biotechnology | 2.08 | 11.2 |
| Auto Components | 1.65 | - |
| Capital Markets | 11.38 | - |
| Power | 0.02 | 2.18 |
| Insurance | 2.73 | 1.06 |
| Agricultural, Commercial & Construction Vehicles | 3.67 | 1.55 |
| Industrial Manufacturing | 3.64 | - |
| Cigarettes & Tobacco Products | 2.54 | - |
| Aerospace & Defense | 2.4 | - |
| Industrial Products | 4.09 | - |
| Telecom - Services | 1.87 | 8.62 |
| Financial Technology (Fintech) | 3.39 | 2.14 |
| Consumer Durables | 4.96 | - |
| Transport Services | 1.5 | - |
| Commercial Services & Supplies | 1.53 | - |
| Cement & Cement Products | 0.05 | - |
| Beverages | 2.03 | 1.51 |
| Petroleum Products | - | 5.79 |
| Diversified FMCG | - | 2.42 |
| Ferrous Metals | - | 5.36 |
| Chemicals & Petrochemicals | - | 3.42 |
| Realty | - | 0.88 |
| Agricultural Food & other Products | - | 1.21 |
| Transport Infrastructure | - | 8.03 |
| Construction | - | 6.57 |
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