Quant Mid Cap Fund vs HSBC Midcap Fund compare
HSBC Midcap Fund - Regular Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12146 Cr | ₹8608 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2004 | 21 Mar 2001 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 19% | % |
Expense Ratio | 1.71 | 1.75 |
Manager | Venugopal Manghat | Sanjeev Sharma |
ISIN Code | INF917K01254 | INF966L01176 |
Exits Load | 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 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | -2.54% | -3.36% |
6 Month | 9.55% | 0.04% |
1 Year | -0.7% | -14.61% |
3 Year | 24.03% | 20.07% |
5 Year | 25.35% | 29.6% |
SIP Return Analysis
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 9.7% | 3.42% |
1 Year | 8.76% | -2.07% |
3 Year | 23.85% | 15.16% |
5 Year | 22.03% | 21.04% |
Rolling Lumpsum Returns
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.41% | 12.16% |
3 Year | 16.42% | 11.85% |
5 Year | 16.86% | 10.64% |
Risk Management
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 17.05% | 17.376% |
Sharp | 1.20% | 0.838% |
Beta | 0.94% | 0.924% |
Alpha | -0.02% | 0.658% |
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Fund Managers
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Name | Venugopal Manghat | Sanjeev Sharma |
Total AUM | ₹41442 Cr | ₹39731 Cr |
Funds Managed | 7 | 22 |
HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 6.37 | 13.78 |
Mid Cap | 65.44 | 66.77 |
Large Cap | 14.73 | 19.45 |
Small Cap | 13.46 | - |
Sector Allocation
Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 2.5 | 13.31 |
Financial Services | 25.76 | 5.79 |
Consumer Cyclical | 16.63 | 4.08 |
Technology | 10.61 | 6.43 |
Healthcare | 10.81 | 7.81 |
Industrials | 24.4 | 15.59 |
Basic Materials | 2.2 | 9.87 |
Real Estate | 0.59 | - |
Utilities | 0.81 | 2.07 |
Consumer Defensive | 3.98 | 11.23 |
Communication Services | 1.7 | 9.47 |
Energy | - | 14.34 |
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