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)	₹12549 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

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
1 Month	0.03%	-3.36%
6 Month	1.17%	-9.03%
1 Year	2.79%	-7.85%
3 Year	23.71%	12.9%
5 Year	19.19%	19.54%

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
6 Month	2.12%	-0.42%
1 Year	18.37%	0.67%
3 Year	19.3%	7.09%
5 Year	19.61%	14.11%

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
1 Year	15.65%	11.45%
3 Year	16.86%	12.59%
5 Year	17.18%	11.05%

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
Standard Deviation	12.61%	15.85%
Sharp	1.06%	0.56%
Beta	0.98%	0.98%
Alpha	0.75%	-7.48%

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

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
Others	17.1	26.81
Mid Cap	48.73	55.19
Large Cap	13.42	11.45
Small Cap	20.75	6.57

Scheme Name	HSBC Midcap Fund - Regular Growth	Quant Mid Cap Fund-Growth
Others	2	26.81
Financial Services	36.24	-
Consumer Cyclical	12.8	-
Technology	12.62	-
Healthcare	7.16	-
Industrials	22.68	-
Real Estate	0	-
Basic Materials	0.05	-
Utilities	0.02	-
Consumer Defensive	4.57	-
Communication Services	1.87	-
Petroleum Products	-	5.79
Finance	-	2.98
Agricultural, Commercial & Construction Vehicles	-	1.55
Electrical Equipment	-	6.47
Pharmaceuticals & Biotechnology	-	11.2
Insurance	-	1.06
Telecom - Services	-	8.62
Diversified FMCG	-	2.42
Power	-	2.18
Ferrous Metals	-	5.36
Leisure Services	-	1.36
Financial Technology (Fintech)	-	2.14
Chemicals & Petrochemicals	-	3.42
Realty	-	0.88
Beverages	-	1.51
Agricultural Food & other Products	-	1.21
Transport Infrastructure	-	8.03
Construction	-	6.57
IT - Software	-	0.46