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) | ₹11470 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 | 5.76% | 2.43% |
6 Month | -4.72% | -1.42% |
1 Year | 6.09% | -9.93% |
3 Year | 28.55% | 25.53% |
5 Year | 26.98% | 32.28% |
SIP Return Analysis
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 15.63% | 7.56% |
1 Year | 14.49% | 0.6% |
3 Year | 26.71% | 17.86% |
5 Year | 23.65% | 22.96% |
Rolling Lumpsum Returns
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.68% | 12.31% |
3 Year | 16.07% | 11.76% |
5 Year | 16.64% | 10.55% |
Risk Management
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 17.21% | 17.376% |
Sharp | 1.01% | 0.838% |
Beta | 0.91% | 0.924% |
Alpha | 0.47% | 0.658% |
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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 | 4.27 | 19.14 |
Mid Cap | 64.4 | 62.06 |
Large Cap | 17.57 | 18.8 |
Small Cap | 13.76 | - |
Sector Allocation
Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 1.51 | 19.14 |
Financial Services | 22.02 | 4.65 |
Consumer Cyclical | 20.17 | 5.49 |
Technology | 10.13 | 0.69 |
Healthcare | 12.43 | 8 |
Industrials | 22.95 | 16.55 |
Basic Materials | 2.61 | 9.64 |
Real Estate | 0.58 | - |
Utilities | 1.64 | 2.03 |
Consumer Defensive | 4.08 | 11.56 |
Communication Services | 1.89 | 9.25 |
Energy | - | 12.99 |
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