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Mahindra Manulife Mid Cap Fund vs HSBC Midcap Fund compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon HSBC Midcap Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Fund Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4260 Cr ₹12549 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jan 2018 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 116% 19%
Expense Ratio 1.88 1.71
Manager Abhinav Khandelwal Venugopal Manghat
ISIN Code INF174V01473 INF917K01254
Exits Load Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Month -1.62% -2.17%
6 Month 4.1% 6.69%
1 Year -1.56% -3.9%
3 Year 23.12% 23.75%
5 Year 23.83% 20.76%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
6 Month -0.14% 0.38%
1 Year 8.12% 14.83%
3 Year 16.7% 19.7%
5 Year 19.46% 19.99%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Year 11.36% 15.7%
3 Year 24% 16.82%
5 Year 25.67% 17.14%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 15.37% 16.83%
Sharp 1.04% 1.00%
Beta 0.96% 0.98%
Alpha 0.62% 1.06%

Fund Managers

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Name Abhinav Khandelwal Venugopal Manghat
Total AUM ₹5522 Cr ₹41442 Cr
Funds Managed 5 7
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 15.04 17.1
Mid Cap 67 48.73
Small Cap 11.16 20.75
Large Cap 6.79 13.42

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 2.56 2
Industrials 19.51 22.68
Financial Services 25.82 36.24
Healthcare 12.65 7.16
Technology 6.6 12.62
Basic Materials 7.65 0.05
Consumer Defensive 4.65 4.57
Utilities 2.73 0.02
Communication Services 3.05 1.87
Consumer Cyclical 11.94 12.8
Energy 1.21 -
Real Estate 1.62 0

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