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) | ₹12370 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 | 0.04% | 0.6% |
| 6 Month | 10.28% | -1.98% |
| 1 Year | 6.65% | 0.37% |
| 3 Year | 25.08% | 16.66% |
| 5 Year | 22.52% | 25.81% |
SIP Return Analysis
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.68% | 0.18% |
| 1 Year | 17.66% | 1.63% |
| 3 Year | 21.79% | 10.1% |
| 5 Year | 21.03% | 16.47% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.91% | 11.55% |
| 3 Year | 16.77% | 12.49% |
| 5 Year | 17.09% | 11.01% |
Risk Management
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.83% | 17.376% |
| Sharp | 1.00% | 0.838% |
| Beta | 0.98% | 0.924% |
| Alpha | 1.07% | 0.658% |
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 | 10.64 | 26.8 |
| Mid Cap | 57.62 | 62.1 |
| Large Cap | 13.52 | 11.1 |
| Small Cap | 18.23 | - |
Sector Allocation
| Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.28 | 24.96 |
| Financial Services | 29.92 | 5.87 |
| Consumer Cyclical | 14.69 | 0.43 |
| Technology | 14.07 | 7.58 |
| Healthcare | 7.95 | 10.37 |
| Basic Materials | 0.24 | 9 |
| Industrials | 23.46 | 16.71 |
| Real Estate | 0 | 0.83 |
| Utilities | 0.04 | 2.22 |
| Consumer Defensive | 4.77 | 4.71 |
| Communication Services | 1.59 | 8.72 |
| Energy | - | 8.6 |
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