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) | ₹41268 Cr | ₹12370 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 | 1.6% | 2.15% |
| 6 Month | 7.18% | 11.24% |
| 1 Year | 9.48% | 10.1% |
| 3 Year | 25.9% | 25.67% |
| 5 Year | 27.8% | 23.34% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.16% | 3.45% |
| 1 Year | 16.56% | 20.44% |
| 3 Year | 21.51% | 22.18% |
| 5 Year | 22.62% | 21.04% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.79% | 15.91% |
| 3 Year | 20.78% | 16.77% |
| 5 Year | 17.67% | 17.09% |
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 | 5.34 | 10.64 |
| Mid Cap | 66.45 | 57.62 |
| Small Cap | 10.6 | 18.23 |
| Large Cap | 17.61 | 13.52 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.48 | 3.28 |
| Industrials | 15.85 | 23.46 |
| Financial Services | 24.63 | 29.92 |
| Consumer Cyclical | 19.48 | 14.69 |
| Basic Materials | 4.87 | 0.24 |
| Healthcare | 11.14 | 7.95 |
| Energy | 0.99 | - |
| Utilities | 5.56 | 0.04 |
| Communication Services | 2.97 | 1.59 |
| Consumer Defensive | 3.4 | 4.77 |
| Technology | 7.05 | 14.07 |
| Real Estate | 1.58 | 0 |
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