HSBC Midcap Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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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 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 Very High
Asset Size (Cr) ₹6621 Cr ₹11420 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 1.76 1.73
Manager Trideep Bhattacharya Venugopal Manghat
ISIN Code INF843K01013 INF917K01254
Exits Load Exit load of 1%, if redeemed within 90 days./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 Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
1 Month 4.55% 3.72%
6 Month 29.57% 26.52%
1 Year 59.66% 60.43%
3 Year 28.36% 25.49%
5 Year 32.3% 26.87%

SIP Return Analysis

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 23.66% 24.45%
3 Year 55.01% 55.97%
5 Year 115.03% 97.55%

Rolling Lumpsum Returns

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
1 Year 32.36% 26.79%
3 Year 84.42% 70.32%
5 Year 130.89% 108.92%

Risk Management

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
Standard Deviation 13.78% 12.61%
Sharp 1.29% 1.33%
Beta 0.91% 0.82%
Alpha 0.28% 1.66%

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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 3.86
Mid Cap 62.94 62.9
Small Cap 14.49 17.73
Large Cap 13.08 15.51

Sector Allocation

Scheme Name

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

HSBC Midcap Fund - Regular Growth

Others 3.31 1.21
Materials 5.49 1.31
Consumer Staples 1.87 2.85
Healthcare 6.29 8.04
Financial 14.64 14.88
Services 11.48 13.3
Capital Goods 20.88 24.9
Construction 4.54 10.57
Automobile 11.39 5.11
Communication 1.48 0.76
Metals & Mining 6.29 4.47
Consumer Discretionary 1.97 2.18
Technology 5.63 3.88
Energy 0.95 4.85
Chemicals 3.48 0.48
Textiles 0.31 -
Diversified - 1.21

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