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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) ₹8268 Cr ₹10753 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 1.73 1.71
Manager Trideep Bhattacharya Venugopal Manghat
ISIN Code INF843K01013 INF917K01254
Exits Load Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
1 Month -3.76% -5%
6 Month -14.48% -20.03%
1 Year 9.91% 0.81%
3 Year 21.06% 17.52%
5 Year 26.7% 20.23%

SIP Return Analysis

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
6 Month -12.88% -16.85%
1 Year -17.18% -28.05%
3 Year 18.8% 14.07%
5 Year 22.82% 17.33%

Rolling Lumpsum Returns

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
1 Year 16.08% 17.31%
3 Year 20.39% 15.78%
5 Year 20.04% 16.4%

Risk Management

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option HSBC Midcap Fund - Regular Growth
Standard Deviation 15.57% 17.037%
Sharp 0.992% 0.65%
Beta 0.906% 0.902%
Alpha 1.762% -0.791%

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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 4.44099 0.86202
Mid Cap 72.33151 66.65025
Small Cap 13.5695 12.45907
Large Cap 9.658 20.02866

Sector Allocation

Scheme Name

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

HSBC Midcap Fund - Regular Growth

Others 3.53772 0.86202
Industrials 14.33319 27.33665
Consumer Defensive 4.99168 2.38777
Basic Materials 7.85521 1.96499
Consumer Cyclical 17.23742 14.07198
Healthcare 12.6036 8.52398
Financial Services 20.95922 20.06799
Real Estate 3.83898 4.6614
Energy 1.35212 -
Technology 11.50481 15.40391
Utilities 0 4.66217
Communication Services 1.78605 0.05714

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