HSBC Midcap Fund vs Quant Mid Cap Fund compare

HSBC Midcap Fund vs Quant Mid Cap Fund compare

Link copied to clipboard!

HSBC Midcap Fund - Regular Growth

Invest Now

Quant Mid Cap Fund-Growth

Invest Now

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	-0.6%	-4.65%
6 Month	0.37%	-9.72%
1 Year	5.81%	-6.93%
3 Year	23.82%	12.77%
5 Year	19.44%	19.51%

SIP Return Analysis

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
6 Month	-1.45%	-5.63%
1 Year	11.83%	-9.76%
3 Year	16.82%	3.38%
5 Year	18.36%	11.87%

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

Top Comparisons

Axis Small Cap Fund Regular Growth

3Y Returns17.29%

VS

HSBC Small Cap Fund Regular Growth

3Y Returns17.17%

Compare Now

SBI Medium Duration Fund - Regular Plan - Growth

3Y Returns7.43%

VS

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns9.92%

Compare Now

Bandhan Midcap Fund Regular - Growth

3Y Returns19.64%

VS

Tata Mid Cap Fund Regular Plan- Growth Option

3Y Returns22.02%

Compare Now

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns6.76%

VS

HSBC Medium to Long Duration Fund - Regular Growth

3Y Returns5.91%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully