HSBC Midcap Fund vs Edelweiss Mid Cap Fund compare
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
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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