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) | ₹38581 Cr | ₹11845 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 | -1.38% | -0.88% |
6 Month | 17.08% | 19.43% |
1 Year | 4.57% | 3.07% |
3 Year | 24.63% | 23.27% |
5 Year | 29.23% | 24.37% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 5.58% | 7.9% |
1 Year | 8.45% | 8.14% |
3 Year | 22.88% | 22.43% |
5 Year | 23.97% | 21.14% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 21.67% | 16.41% |
3 Year | 19.44% | 16.42% |
5 Year | 18.51% | 16.86% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.51% | 16.82% |
Sharp | 1.19% | 0.99% |
Beta | 0.93% | 0.96% |
Alpha | 2.20% | -0.07% |
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 | 3.4 | 7.03 |
Mid Cap | 66.5 | 63.52 |
Small Cap | 11.83 | 13.61 |
Large Cap | 18.27 | 15.83 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 1.34 | 1.04 |
Industrials | 15.66 | 27.87 |
Financial Services | 24.2 | 26.49 |
Consumer Cyclical | 20.56 | 13.81 |
Basic Materials | 5.41 | 1.05 |
Healthcare | 11.74 | 11.24 |
Energy | 0.93 | - |
Technology | 6.59 | 11.22 |
Utilities | 5.73 | 1.37 |
Communication Services | 3.17 | 1.65 |
Consumer Defensive | 3.09 | 4.17 |
Real Estate | 1.57 | 0.1 |
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