Edelweiss Mid Cap Fund vs HSBC Midcap Fund compare
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹8268 Cr | ₹10753 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 26 Dec 2007 | 09 Aug 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 43% | 19% |
Expense Ratio | 1.73 | 1.71 |
Manager | Trideep Bhattacharya | Venugopal Manghat |
ISIN Code | INF843K01013 | INF917K01254 |
Exits Load | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | -7.38% | -8.76% |
6 Month | -10.92% | -15.39% |
1 Year | 13.14% | 5.51% |
3 Year | 21.91% | 19.06% |
5 Year | 24.09% | 18.2% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.26% | -18.91% |
3 Year | 21.26% | 17.09% |
5 Year | 24.49% | 19.09% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 16.08% | 17.31% |
3 Year | 20.39% | 15.78% |
5 Year | 20.04% | 16.4% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.57% | 15.653% |
Sharp | 0.992% | 0.862% |
Beta | 0.906% | 0.871% |
Alpha | 1.762% | 0.36% |
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Fund Managers
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Name | Trideep Bhattacharya | Venugopal Manghat |
Total AUM | ₹0 Cr | ₹41442 Cr |
Fund Manage | 9 | 7 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 9.49 | 1.68 |
Mid Cap | 62.94 | 63.71 |
Small Cap | 14.49 | 11.47 |
Large Cap | 13.08 | 23.14 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 3.31 | 1.68 |
Materials | 5.49 | - |
Consumer Staples | 1.87 | - |
Healthcare | 6.29 | - |
Financial | 14.64 | - |
Services | 11.48 | - |
Capital Goods | 20.88 | - |
Construction | 4.54 | - |
Automobile | 11.39 | - |
Communication | 1.48 | - |
Metals & Mining | 6.29 | - |
Consumer Discretionary | 1.97 | - |
Technology | 5.63 | - |
Energy | 0.95 | - |
Chemicals | 3.48 | - |
Textiles | 0.31 | - |
Finance | - | 0.29 |
Retailing | - | 8.27 |
IT - Services | - | 0.04 |
Healthcare Services | - | 3.09 |
Pharmaceuticals & Biotechnology | - | 3.82 |
Electrical Equipment | - | 18.97 |
IT - Software | - | 5.25 |
Leisure Services | - | 2.27 |
Paper, Forest & Jute Products | - | 1.24 |
Aerospace & Defense | - | 3.29 |
Realty | - | 7.01 |
Chemicals & Petrochemicals | - | 0.04 |
Capital Markets | - | 11.33 |
Power | - | 4.74 |
Banks | - | 2.15 |
Industrial Products | - | 4.39 |
Consumer Durables | - | 11.63 |
Industrial Manufacturing | - | 1.62 |
Cigarettes & Tobacco Products | - | 1.45 |
Telecom - Services | - | 0.05 |
Financial Technology (Fintech) | - | 4.62 |
Automobiles | - | 0.85 |
Commercial Services & Supplies | - | 0.5 |
Cement & Cement Products | - | 0.58 |
Beverages | - | 0.83 |
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