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) | ₹11749 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 | 3.18% | 0.5% |
6 Month | 27.54% | 9.39% |
1 Year | -1.22% | -14.6% |
3 Year | 23.09% | 15.3% |
5 Year | 23.26% | 27.33% |
SIP Return Analysis
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 7.51% | -1.56% |
1 Year | 17.41% | -3.09% |
3 Year | 23.71% | 10.96% |
5 Year | 21.78% | 17.71% |
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 | 16.88% | 17.376% |
Sharp | 0.91% | 0.838% |
Beta | 0.97% | 0.924% |
Alpha | 1.08% | 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 | 7.03 | 16.35 |
Mid Cap | 63.52 | 68.88 |
Large Cap | 15.83 | 14.76 |
Small Cap | 13.61 | - |
Sector Allocation
Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 1.04 | 15 |
Financial Services | 26.49 | 3.71 |
Consumer Cyclical | 13.81 | 3.71 |
Technology | 11.22 | 6.52 |
Healthcare | 11.24 | 10.48 |
Industrials | 27.87 | 14.88 |
Basic Materials | 1.05 | 9.88 |
Real Estate | 0.1 | - |
Utilities | 1.37 | 2.12 |
Consumer Defensive | 4.17 | 11.53 |
Communication Services | 1.65 | 10.53 |
Energy | - | 11.65 |
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