Nippon India Growth Fund vs HSBC Midcap Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹39329 Cr | ₹11937 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 08 Oct 1995 | 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 | 69% | 19% |
| Expense Ratio | 1.59 | 1.71 |
| Manager | Kinjal Desai | Venugopal Manghat |
| ISIN Code | INF204K01323 | INF917K01254 |
| Exits Load | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.45% | 2.48% |
| 6 Month | 12.39% | 15.79% |
| 1 Year | 6.28% | 4.16% |
| 3 Year | 24.85% | 24.44% |
| 5 Year | 29.5% | 23.81% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.85% | 3.79% |
| 1 Year | 17.11% | 17.73% |
| 3 Year | 22.23% | 22.01% |
| 5 Year | 23.14% | 20.9% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.4% | 16.13% |
| 3 Year | 19.53% | 16.52% |
| 5 Year | 18.57% | 16.98% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.48% | 16.83% |
| Sharp | 1.12% | 1.00% |
| Beta | 0.96% | 0.98% |
| Alpha | 1.83% | 1.07% |
Fund Managers
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Kinjal Desai | Venugopal Manghat |
| Total AUM | ₹81302 Cr | ₹41442 Cr |
| Funds Managed | 16 | 7 |
| Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.36 | 8.6 |
| Mid Cap | 65.52 | 61.19 |
| Small Cap | 11 | 16.24 |
| Large Cap | 18.12 | 13.97 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 3.08 | 1.31 |
| Industrials | 16.25 | 26.31 |
| Financial Services | 23.64 | 28.34 |
| Consumer Cyclical | 20.38 | 14.56 |
| Basic Materials | 5.14 | 0.69 |
| Healthcare | 11.49 | 8.5 |
| Energy | 0.97 | - |
| Utilities | 5.65 | 0.1 |
| Communication Services | 2.93 | 1.47 |
| Consumer Defensive | 2.85 | 5.06 |
| Technology | 6.2 | 13.63 |
| Real Estate | 1.43 | 0.03 |
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