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HSBC Midcap Fund vs Quant Mid Cap Fund compare

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tortoise-icon HSBC Midcap Fund - Regular Growth

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tortoise-icon Quant Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12440 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 -1.86% -8.62%
6 Month 2.24% -11.67%
1 Year 13.48% -8.06%
3 Year 24.71% 13.78%
5 Year 20.36% 20.24%

SIP Return Analysis

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
6 Month -4.55% -9.49%
1 Year 2.19% -18.55%
3 Year 14.33% 0.45%
5 Year 17.15% 10.18%

Rolling Lumpsum Returns

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
1 Year 15.62% 11.46%
3 Year 16.9% 12.59%
5 Year 17.22% 11.06%

Risk Management

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
Standard Deviation 12.61% 15.85%
Sharp 1.06% 0.56%
Beta 0.98% 0.98%
Alpha 0.75% -7.48%

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 21.7 29.22
Mid Cap 46.29 59.32
Large Cap 11.48 11.45
Small Cap 20.54 -

Sector Allocation

Scheme Name

HSBC Midcap Fund - Regular Growth

Quant Mid Cap Fund-Growth

Others 1.39 26.79
Financial Services 37.86 6.18
Consumer Cyclical 13.09 1.36
Technology 11.37 6.93
Healthcare 6.83 11.2
Industrials 22.52 16.14
Real Estate 0 0.88
Utilities 0.02 2.18
Consumer Defensive 4.56 5.14
Communication Services 2.31 8.62
Basic Materials 0.04 8.78
Energy - 5.79

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