HDFC Mid vs HSBC Midcap Fund compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon HSBC Midcap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹70563 Cr ₹11420 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 1.41 1.73
Manager Dhruv Muchhal Venugopal Manghat
ISIN Code INF179K01CR2 INF917K01254
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
1 Month 0.31% 3.72%
6 Month 20.71% 26.52%
1 Year 47.47% 60.43%
3 Year 30.25% 25.49%
5 Year 30.78% 26.87%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 20.42% 24.45%
3 Year 61.3% 55.97%
5 Year 122.32% 97.55%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
1 Year 15.3% 16.99%
3 Year 19.41% 15.69%
5 Year 18.84% 16.19%

Risk Management

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%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

HSBC Midcap Fund - Regular Growth

Others 6.22 0.95
Mid Cap 65.36 66.38
Large Cap 8.77 21.26
Small Cap 19.65 11.41

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

HSBC Midcap Fund - Regular Growth

Others 6.22 0.95
Cement & Cement Products 1.59 0.15
Finance 6.25 4.49
Healthcare Services 4.47 2.24
Textiles & Apparels 1.11 -
Banks 10.64 2.25
Agricultural, Commercial & Construction Vehicles 0.44 -
Leisure Services 4.46 2.29
Printing & Publication 0.36 -
Pharmaceuticals & Biotechnology 7.51 4.86
Auto Components 8.7 0.1
Consumer Durables 5.9 8.98
Chemicals & Petrochemicals 4.16 0.04
Petroleum Products 2.34 -
Telecom - Services 2.87 0.31
Fertilizers & Agrochemicals 0.47 -
Insurance 3.89 -
Industrial Products 9.14 6.99
Agricultural Food & other Products 0.74 -
Media 0.13 -
Gas 0.53 -
Entertainment 0.41 -
IT - Software 7.3 4.07
Aerospace & Defense 1.17 3.28
Capital Markets 0.91 7.86
Construction 2.77 0.2
Financial Technology (Fintech) 1.41 2.85
Personal Products 0.72 -
Cigarettes & Tobacco Products 0.09 1.95
Ferrous Metals 2.22 0.19
Commercial Services & Supplies 1.08 -
IT - Services - 0.19
Electrical Equipment - 19.32
Paper, Forest & Jute Products - 1.08
Realty - 6.99
Power - 6.19
Industrial Manufacturing - 1.55
Retailing - 9.12
Automobiles - 1.2
Beverages - 0.31

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