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) | ₹10753 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 | 5.01% | 1.7% |
6 Month | -8.69% | -3.93% |
1 Year | 4.75% | -11.14% |
3 Year | 27.19% | 24.23% |
5 Year | 27.01% | 32.56% |
SIP Return Analysis
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 11.72% | 6.29% |
1 Year | 6.7% | -2.93% |
3 Year | 24.32% | 16.94% |
5 Year | 22.36% | 22.55% |
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 | 17.037% | 17.376% |
Sharp | 0.65% | 0.838% |
Beta | 0.902% | 0.924% |
Alpha | -0.791% | 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 | 0.86 | 10.44 |
Mid Cap | 66.65 | 70.05 |
Large Cap | 20.03 | 19.52 |
Small Cap | 12.46 | - |
Sector Allocation
Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 0.86 | 10.44 |
Financial Services | 20.07 | 3.93 |
Consumer Cyclical | 14.07 | 6.68 |
Technology | 15.4 | 0.67 |
Healthcare | 8.52 | 10.17 |
Industrials | 27.34 | 20.21 |
Basic Materials | 1.96 | 14.83 |
Real Estate | 4.66 | - |
Utilities | 4.66 | 1.52 |
Consumer Defensive | 2.39 | 13.29 |
Communication Services | 0.06 | 7.08 |
Energy | - | 11.18 |
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