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) | ₹3905 Cr | ₹11749 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 | 3.86% | 4.02% |
6 Month | 16.55% | 28.58% |
1 Year | -5.26% | -1.24% |
3 Year | 22.79% | 24.39% |
5 Year | 26.53% | 23.35% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 3.24% | 7.51% |
1 Year | 8.2% | 17.41% |
3 Year | 20.4% | 23.71% |
5 Year | 21.65% | 21.78% |
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 | 15.48% | 16.88% |
Sharp | 0.91% | 0.91% |
Beta | 0.94% | 0.97% |
Alpha | 0.27% | 1.08% |
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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