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ITI Mid Cap Fund Regular vs HSBC Midcap Fund compare
ITI Mid Cap Fund Regular - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1290 Cr | ₹12549 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 09 Aug 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | % | 19% |
| Expense Ratio | 2.06 | 1.71 |
| Manager | Rohan Korde | Venugopal Manghat |
| ISIN Code | INF00XX01895 | INF917K01254 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.37% | -1.08% |
| 6 Month | 2.88% | 5.33% |
| 1 Year | -1.34% | -4% |
| 3 Year | 22.35% | 23.39% |
| 5 Year | - | 21.08% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.28% | 1.02% |
| 1 Year | 15.63% | 18.6% |
| 3 Year | 18.37% | 19.91% |
| 5 Year | - | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.69% | 15.76% |
| 3 Year | 23.19% | 16.79% |
| 5 Year | - | 17.11% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 16.34% | 16.83% |
| Sharp | 0.96% | 1.00% |
| Beta | 1.00% | 0.98% |
| Alpha | -0.38% | 1.06% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Rohan Korde | Venugopal Manghat |
| Total AUM | ₹4626 Cr | ₹41442 Cr |
| Funds Managed | 10 | 7 |
| ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 13.23 | 10.64 |
| Mid Cap | 62.64 | 57.62 |
| Large Cap | 9.39 | 13.52 |
| Small Cap | 14.75 | 18.23 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.97 | 3.14 |
| Financial Services | 24.97 | 29.92 |
| Consumer Cyclical | 10.09 | 14.69 |
| Technology | 12.62 | 14.07 |
| Industrials | 21.15 | 23.46 |
| Healthcare | 10.87 | 8.09 |
| Basic Materials | 10.96 | 0.24 |
| Energy | 0.8 | - |
| Utilities | 1.13 | 0.04 |
| Consumer Defensive | 2.83 | 4.77 |
| Real Estate | 0 | 0 |
| Communication Services | 1.62 | 1.59 |
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