HSBC Midcap Fund vs ITI Mid Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Mid Cap Fund Regular - Growth

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Average Very High
Asset Size (Cr) ₹984 Cr ₹11420 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 May 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 2.16 1.73
Manager Rohan Korde Venugopal Manghat
ISIN Code INF00XX01895 INF917K01254
Exits Load Exit load of 1% if redeemed within 12 months./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 ITI Mid Cap Fund Regular - Growth HSBC Midcap Fund - Regular Growth
1 Month -5.5% -5.44%
6 Month 10.97% 19.01%
1 Year 46.47% 47.42%
3 Year 18.95% 21.53%
5 Year - 24.42%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 21.65% 32.98%
3 Year 31.77% 33.96%
5 Year - 28.83%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth HSBC Midcap Fund - Regular Growth
1 Year 18.31% 16.79%
3 Year 23.99% 15.6%
5 Year - 16.17%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 14.37% 12.61%
Sharp 1.22% 1.33%
Beta 0.89% 0.82%
Alpha -0.32% 1.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.92 0.95
Mid Cap 60.31 66.38
Small Cap 14.85 11.41
Large Cap 20.62 21.26

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

HSBC Midcap Fund - Regular Growth

Others 1.92 0.95
Power 5.84 6.19
Industrial Products 7.44 6.99
Construction 1.39 0.2
Cement & Cement Products 1.57 0.15
IT - Services 1.46 0.19
Finance 7.8 4.49
Healthcare Services 3.53 2.24
Electrical Equipment 5.39 19.32
IT - Software 6.02 4.07
Aerospace & Defense 4.62 3.28
Pharmaceuticals & Biotechnology 4.78 4.86
Auto Components 7.45 0.1
Gas 0.23 -
Banks 6.62 2.25
Fertilizers & Agrochemicals 0.83 -
Realty 5.47 6.99
Petroleum Products 1.83 -
Transport Services 0.9 -
Ferrous Metals 2.97 0.19
Non - Ferrous Metals 0.72 -
Telecom - Services 3.97 0.31
Diversified FMCG 0.73 -
Industrial Manufacturing 3.95 1.55
Leisure Services 0.82 2.29
Oil 1.5 -
Chemicals & Petrochemicals 2.83 0.04
Entertainment 0.7 -
Automobiles 1.66 1.2
Minerals & Mining 0.83 -
Retailing 1.93 9.12
Paper, Forest & Jute Products - 1.08
Capital Markets - 7.86
Consumer Durables - 8.98
Cigarettes & Tobacco Products - 1.95
Financial Technology (Fintech) - 2.85
Beverages - 0.31

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns6.23%

VS

PGIM India Gilt Fund - Growth PGIM India Gilt Fund - Growth

3Y Returns5.6%

Compare Now

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns5.73%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns5.71%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns16.1%

VS

LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Growth

3Y Returns9.29%

Compare Now

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns6.04%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns6.52%

Compare Now
Request call back
Add to Cart Successfully