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HSBC Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1095 Cr | ₹10753 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 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 | % | 19% |
| Expense Ratio | 2.06 | 1.71 |
| Manager | Rohan Korde | Venugopal Manghat |
| ISIN Code | INF00XX01895 | INF917K01254 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - 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 | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 8.72% | 8.57% |
| 6 Month | -15.37% | -16.91% |
| 1 Year | 6.45% | 7.88% |
| 3 Year | 21.54% | 19.25% |
| 5 Year | - | 28.27% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -6.95% | -11.31% |
| 1 Year | -15.77% | -17.07% |
| 3 Year | 20.94% | 19.12% |
| 5 Year | - | 20.03% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.59% | 17.31% |
| 3 Year | 23.23% | 15.78% |
| 5 Year | - | 16.4% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.396% | 17.037% |
| Sharp | 0.922% | 0.65% |
| Beta | 0.903% | 0.902% |
| Alpha | 0.547% | -0.791% |
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Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Rohan Korde | Venugopal Manghat |
| Total AUM | ₹4626 Cr | ₹41442 Cr |
| Funds Managed | 10 | 7 |
| ITI Mid Cap Fund Regular - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 7.19 | 0.86 |
| Mid Cap | 67.18 | 66.65 |
| Small Cap | 18.11 | 12.46 |
| Large Cap | 7.52 | 20.03 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.54 | 0.86 |
| Utilities | 2.37 | 4.66 |
| Technology | 16.29 | 15.4 |
| Industrials | 20.88 | 27.34 |
| Financial Services | 19.06 | 20.07 |
| Healthcare | 12.55 | 8.52 |
| Consumer Cyclical | 9.91 | 14.07 |
| Basic Materials | 5.77 | 1.96 |
| Energy | 1.88 | - |
| Real Estate | 2.04 | 4.66 |
| Communication Services | 1.44 | 0.06 |
| Consumer Defensive | 2.29 | 2.39 |
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