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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) ₹3921 Cr ₹11845 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 -2.56% -0.51%
6 Month 14.37% 22.52%
1 Year -7.34% -2.28%
3 Year 21.85% 22.98%
5 Year 25.55% 22.68%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
6 Month -0.13% 3.97%
1 Year -0.58% 7.02%
3 Year 18.46% 21.34%
5 Year 20.84% 20.62%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Year 15.01% 16.41%
3 Year 24.77% 16.42%
5 Year 24.96% 16.86%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 15.49% 16.82%
Sharp 1.08% 0.99%
Beta 0.94% 0.96%
Alpha 0.23% -0.07%

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 11.47 7.03
Mid Cap 66.98 63.52
Large Cap 10.06 15.83
Small Cap 11.5 13.61

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 3.99 1.04
Industrials 17.58 27.87
Financial Services 20.08 26.49
Technology 7.66 11.22
Healthcare 12.31 11.24
Energy 2.84 -
Basic Materials 7.21 1.05
Consumer Defensive 5.31 4.17
Utilities 3.07 1.37
Communication Services 3.38 1.65
Consumer Cyclical 14.83 13.81
Real Estate 1.75 0.1

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