Mahindra Manulife Mid Cap Fund vs HSBC Midcap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹3994 Cr | ₹11937 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 | -0.24% | 0.41% |
6 Month | 9.99% | 18.73% |
1 Year | -3.05% | -0.41% |
3 Year | 24.04% | 25.28% |
5 Year | 27.64% | 24.34% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 0.43% | 4.46% |
1 Year | 7.56% | 18.44% |
3 Year | 18.81% | 22.92% |
5 Year | 20.73% | 21.53% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 13.81% | 16.13% |
3 Year | 24.35% | 16.52% |
5 Year | 25.31% | 16.98% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.31% | 16.82% |
Sharp | 1.00% | 0.95% |
Beta | 0.94% | 0.97% |
Alpha | 0.61% | 0.82% |
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 | 13.17 | 8.6 |
Mid Cap | 67.48 | 61.19 |
Large Cap | 9.78 | 13.97 |
Small Cap | 9.57 | 16.24 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 3.95 | 1.31 |
Industrials | 19.55 | 26.31 |
Financial Services | 18.36 | 28.34 |
Technology | 7.06 | 13.63 |
Healthcare | 15.04 | 8.5 |
Energy | 1.29 | - |
Basic Materials | 7.91 | 0.69 |
Consumer Defensive | 4.93 | 5.06 |
Utilities | 3 | 0.1 |
Communication Services | 3.04 | 1.47 |
Consumer Cyclical | 14.26 | 14.56 |
Real Estate | 1.61 | 0.03 |
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