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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -1.24% | -2.11% |
| 6 Month | 1.48% | -5.75% |
| 1 Year | -2.31% | -6.24% |
| 3 Year | 24.34% | 14.72% |
| 5 Year | 20.27% | 21.34% |
SIP Return Analysis
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.69% | 0.13% |
| 1 Year | 18.89% | 0.93% |
| 3 Year | 19.88% | 8.14% |
| 5 Year | 20.04% | 14.89% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.7% | 11.49% |
| 3 Year | 16.82% | 12.57% |
| 5 Year | 17.14% | 11.03% |
Risk Management
| Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.61% | 15.85% |
| Sharp | 1.05% | 0.61% |
| Beta | 0.98% | 0.97% |
| Alpha | 0.94% | -6.34% |
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 | 17.1 | 29.22 |
| Mid Cap | 48.73 | 59.32 |
| Large Cap | 13.42 | 11.45 |
| Small Cap | 20.75 | - |
Sector Allocation
| Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 2 | 26.79 |
| Financial Services | 36.24 | 6.18 |
| Consumer Cyclical | 12.8 | 0 |
| Technology | 12.62 | 6.93 |
| Healthcare | 7.16 | 11.2 |
| Industrials | 22.68 | 17.5 |
| Real Estate | 0 | 0.88 |
| Basic Materials | 0.05 | 8.78 |
| Utilities | 0.02 | 2.18 |
| Consumer Defensive | 4.57 | 5.14 |
| Communication Services | 1.87 | 8.62 |
| Energy | - | 5.79 |
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