Quant Mid Cap Fund vs HSBC Midcap Fund compare

Quant Mid Cap Fund vs HSBC Midcap Fund compare

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HSBC Midcap Fund - Regular Growth

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Quant Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	1.96%	1.38%
6 Month	11.12%	-1.64%
1 Year	8.69%	-1.21%
3 Year	25.06%	16.42%
5 Year	23.4%	26.24%

SIP Return Analysis

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
6 Month	3.45%	-0.53%
1 Year	20.44%	2.04%
3 Year	22.18%	9.85%
5 Year	21.04%	16.21%

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	8.6	26.8
Mid Cap	61.19	62.1
Large Cap	13.97	11.1
Small Cap	16.24	-

Sector Allocation

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
Others	1.31	24.96
Financial Services	28.34	5.87
Consumer Cyclical	14.56	0.43
Technology	13.63	7.58
Healthcare	8.5	10.37
Basic Materials	0.69	9
Industrials	26.31	16.71
Real Estate	0.03	0.83
Utilities	0.1	2.22
Consumer Defensive	5.06	4.71
Communication Services	1.47	8.72
Energy	-	8.6

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