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) | ₹11937 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 | 0.41% | 0.77% |
| 6 Month | 12.21% | 0.03% |
| 1 Year | 5.28% | -2.75% |
| 3 Year | 24.88% | 16.43% |
| 5 Year | 23.38% | 26.43% |
SIP Return Analysis
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.24% | -0.24% |
| 1 Year | 16.58% | 2.03% |
| 3 Year | 20.94% | 9.63% |
| 5 Year | 20.26% | 16.05% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.91% | 11.55% |
| 3 Year | 16.77% | 12.49% |
| 5 Year | 17.09% | 11.01% |
Risk Management
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.83% | 17.376% |
| Sharp | 1.00% | 0.838% |
| Beta | 0.98% | 0.924% |
| Alpha | 1.07% | 0.658% |
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 | 8.6 | 26.8 |
| Mid Cap | 61.19 | 62.1 |
| Large Cap | 13.97 | 11.1 |
| Small Cap | 16.24 | - |
Sector Allocation
| Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.31 | 24.96 |
| Financial Services | 28.34 | 5.87 |
| Consumer Cyclical | 14.56 | 0.43 |
| Technology | 13.63 | 7.58 |
| Healthcare | 8.5 | 10.37 |
| Basic Materials | 0.69 | 9 |
| Industrials | 26.31 | 16.71 |
| Real Estate | 0.03 | 0.83 |
| Utilities | 0.1 | 2.22 |
| Consumer Defensive | 5.06 | 4.71 |
| Communication Services | 1.47 | 8.72 |
| Energy | - | 8.6 |
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