HDFC Mid vs HSBC Midcap Fund compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
HSBC Midcap Fund - Regular Growth
Chart Comparison
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹75037 Cr | ₹11768 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 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 | 14.6% | 19% |
| Expense Ratio | 1.39 | 1.73 |
| Manager | Dhruv Muchhal | Venugopal Manghat |
| ISIN Code | INF179K01CR2 | INF917K01254 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -7.31% | -14.73% |
| 6 Month | -4.82% | -7.68% |
| 1 Year | 14.48% | 15.65% |
| 3 Year | 24.27% | 20.06% |
| 5 Year | 26.18% | 20.29% |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.16% | 26.23% |
| 3 Year | 31.55% | 34.88% |
| 5 Year | 31.29% | 29.43% |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.33% | 16.79% |
| 3 Year | 19.4% | 15.6% |
| 5 Year | 18.84% | 16.17% |
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.9% | 12.61% |
| Sharp | 1.61% | 1.33% |
| Beta | 0.85% | 0.82% |
| Alpha | 4.63% | 1.66% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Venugopal Manghat |
| Total AUM | ₹520687 Cr | ₹41442 Cr |
| Fund Manage | 40 | 7 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | HSBC Midcap Fund - Regular Growth |
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 7.9 | 1.68 |
| Mid Cap | 66.6 | 63.71 |
| Large Cap | 7.86 | 23.14 |
| Small Cap | 17.64 | 11.47 |
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 7.9 | 1.68 |
| Cement & Cement Products | 1.39 | 0.58 |
| Finance | 5.59 | 0.29 |
| Healthcare Services | 4.01 | 3.09 |
| Textiles & Apparels | 1.04 | - |
| Banks | 10.88 | 2.15 |
| Agricultural, Commercial & Construction Vehicles | 0.37 | - |
| Leisure Services | 4.11 | 2.27 |
| Printing & Publication | 0.3 | - |
| Pharmaceuticals & Biotechnology | 8.75 | 3.82 |
| Auto Components | 8.37 | - |
| Consumer Durables | 4.63 | 11.63 |
| Chemicals & Petrochemicals | 3.25 | 0.04 |
| Petroleum Products | 2.65 | - |
| Personal Products | 1.15 | - |
| Transport Services | 1.02 | - |
| Telecom - Services | 2.67 | 0.05 |
| Fertilizers & Agrochemicals | 0.44 | - |
| Insurance | 5.12 | - |
| Industrial Products | 6.82 | 4.39 |
| Agricultural Food & other Products | 1.34 | - |
| Media | 0.12 | - |
| Gas | 0.71 | - |
| IT - Software | 8.55 | 5.25 |
| Aerospace & Defense | 0.53 | 3.29 |
| Capital Markets | 0.94 | 11.33 |
| Construction | 2.51 | - |
| Financial Technology (Fintech) | 1.61 | 4.62 |
| Cigarettes & Tobacco Products | 0.07 | 1.45 |
| Ferrous Metals | 1.84 | - |
| Beverages | 0.4 | 0.83 |
| Commercial Services & Supplies | 0.92 | 0.5 |
| Retailing | - | 8.27 |
| IT - Services | - | 0.04 |
| Electrical Equipment | - | 18.97 |
| Paper, Forest & Jute Products | - | 1.24 |
| Realty | - | 7.01 |
| Power | - | 4.74 |
| Industrial Manufacturing | - | 1.62 |
| Automobiles | - | 0.85 |
Top Comparisons
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns8.8%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns9.52%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns20.57%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns19.15%
Axis Small Cap Fund - Regular Plan - Growth
3Y Returns16.51%
HSBC Small Cap Fund - Regular Growth
3Y Returns18.57%
Invesco India Dynamic Equity Fund - Growth
3Y Returns11.77%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns9.71%