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) ₹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

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
1 Month 3.26% 5.77%
6 Month 5.45% 8.57%
1 Year 30.22% 41.24%
3 Year 28.58% 26.1%
5 Year 29.04% 25.34%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 21.75% 35.53%
3 Year 33.37% 36.6%
5 Year 32.36% 30.36%

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%

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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 7.9 0.95
Mid Cap 66.6 66.38
Large Cap 7.86 21.26
Small Cap 17.64 11.41

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

HSBC Midcap Fund - Regular Growth

Others 7.9 0.95
Cement & Cement Products 1.39 0.15
Finance 5.59 4.49
Healthcare Services 4.01 2.24
Textiles & Apparels 1.04 -
Banks 10.88 2.25
Agricultural, Commercial & Construction Vehicles 0.37 -
Leisure Services 4.11 2.29
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.75 4.86
Auto Components 8.37 0.1
Consumer Durables 4.63 8.98
Chemicals & Petrochemicals 3.25 0.04
Petroleum Products 2.65 -
Personal Products 1.15 -
Transport Services 1.02 -
Telecom - Services 2.67 0.31
Fertilizers & Agrochemicals 0.44 -
Insurance 5.12 -
Industrial Products 6.82 6.99
Agricultural Food & other Products 1.34 -
Media 0.12 -
Gas 0.71 -
IT - Software 8.55 4.07
Aerospace & Defense 0.53 3.28
Capital Markets 0.94 7.86
Construction 2.51 0.2
Financial Technology (Fintech) 1.61 2.85
Cigarettes & Tobacco Products 0.07 1.95
Ferrous Metals 1.84 0.19
Beverages 0.4 0.31
Commercial Services & Supplies 0.92 -
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

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