HDFC Mid vs HSBC Midcap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

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 -1.34% -2.33%
6 Month 7.71% 9.9%
1 Year 33.58% 41.44%
3 Year 25.91% 22.33%
5 Year 28.19% 23.98%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 15.92% -
3 Year 31.13% -
5 Year 31.08% -

Rolling Lumpsum Returns

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.94 0.95
Mid Cap 67.07 66.38
Large Cap 8.31 21.26
Small Cap 17.68 11.41

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

HSBC Midcap Fund - Regular Growth

Others 6.94 0.95
Cement & Cement Products 1.45 0.15
Finance 6.14 4.49
Healthcare Services 3.96 2.24
Textiles & Apparels 1 -
Banks 10.27 2.25
Agricultural, Commercial & Construction Vehicles 0.41 -
Leisure Services 4.02 2.29
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.66 4.86
Auto Components 8.63 0.1
Consumer Durables 4.87 8.98
Chemicals & Petrochemicals 3.33 0.04
Petroleum Products 2.91 -
Personal Products 1.21 -
Transport Services 1.03 -
Telecom - Services 3.05 0.31
Fertilizers & Agrochemicals 0.42 -
Insurance 4.78 -
Industrial Products 7.32 6.99
Agricultural Food & other Products 1.25 -
Media 0.12 -
Gas 0.89 -
IT - Software 8.23 4.07
Aerospace & Defense 0.51 3.28
Capital Markets 0.83 7.86
Construction 2.64 0.2
Financial Technology (Fintech) 1.48 2.85
Cigarettes & Tobacco Products 0.07 1.95
Ferrous Metals 2.01 0.19
Beverages 0.43 0.31
Commercial Services & Supplies 0.84 -
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

Top Comparisons

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns5.73%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.44%

Compare Now

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns5.86%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns5.59%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns18.5%

VS

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns12.87%

Compare Now

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns19.09%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully