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 | 1.96% | 3.34% |
| 6 Month | 15.21% | 2.26% |
| 1 Year | 3.91% | -5.15% |
| 3 Year | 24.28% | 16.7% |
| 5 Year | 23.65% | 27.13% |
SIP Return Analysis
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.79% | 1.26% |
| 1 Year | 17.73% | 4.09% |
| 3 Year | 22.01% | 10.74% |
| 5 Year | 20.9% | 16.92% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.13% | 12.08% |
| 3 Year | 16.52% | 11.93% |
| 5 Year | 16.98% | 10.71% |
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 | 22.84 |
| Mid Cap | 61.19 | 61.87 |
| Large Cap | 13.97 | 15.28 |
| Small Cap | 16.24 | - |
Sector Allocation
| Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.31 | 20.84 |
| Financial Services | 28.34 | 7.99 |
| Consumer Cyclical | 14.56 | 0.44 |
| Technology | 13.63 | 6.91 |
| Healthcare | 8.5 | 11.07 |
| Basic Materials | 0.69 | 9.06 |
| Industrials | 26.31 | 16.36 |
| Real Estate | 0.03 | - |
| Utilities | 0.1 | 2.2 |
| Consumer Defensive | 5.06 | 4.71 |
| Communication Services | 1.47 | 10.5 |
| Energy | - | 9.91 |
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