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) | ₹4192 Cr | ₹12370 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 | -0.48% | -0.82% |
| 6 Month | 2.59% | 4.5% |
| 1 Year | -2.46% | -2.42% |
| 3 Year | 22.44% | 22.94% |
| 5 Year | 24.6% | 21.13% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.03% | 3.98% |
| 1 Year | 13.86% | 20.72% |
| 3 Year | 18.8% | 21.78% |
| 5 Year | 20.56% | 20.94% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.46% | 15.76% |
| 3 Year | 24.06% | 16.79% |
| 5 Year | 25.8% | 17.11% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.36% | 16.83% |
| Sharp | 1.04% | 1.00% |
| Beta | 0.96% | 0.98% |
| Alpha | 0.63% | 1.07% |
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 | 16.39 | 10.64 |
| Mid Cap | 66.38 | 57.62 |
| Large Cap | 7.7 | 13.52 |
| Small Cap | 9.54 | 18.23 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 6.28 | 3.28 |
| Industrials | 19.13 | 23.46 |
| Financial Services | 21.61 | 29.92 |
| Technology | 6.17 | 14.07 |
| Healthcare | 12.94 | 7.95 |
| Basic Materials | 7.83 | 0.24 |
| Consumer Defensive | 4.82 | 4.77 |
| Utilities | 2.92 | 0.04 |
| Communication Services | 3.06 | 1.59 |
| Consumer Cyclical | 12.17 | 14.69 |
| Energy | 1.29 | - |
| Real Estate | 1.78 | 0 |
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