HSBC Midcap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3326 Cr | ₹10753 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jan 2018 | 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 | 116% | 19% |
Expense Ratio | 1.88 | 1.71 |
Manager | Abhinav Khandelwal | Venugopal Manghat |
ISIN Code | INF174V01473 | INF917K01254 |
Exits Load | Mahindra Manulife 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 | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | 3.12% | 5.04% |
6 Month | -5.97% | -9.26% |
1 Year | 9.27% | 9.57% |
3 Year | 21.35% | 20.42% |
5 Year | 30.66% | 26.91% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | -3.05% | -6.29% |
1 Year | -10.93% | -15.58% |
3 Year | 21.4% | 19.03% |
5 Year | 23.39% | 19.76% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 18.34% | 17.31% |
3 Year | 24.82% | 15.78% |
5 Year | 23.92% | 16.4% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 16.816% | 17.037% |
Sharp | 0.771% | 0.65% |
Beta | 0.943% | 0.902% |
Alpha | 0.577% | -0.791% |
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Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Name | Abhinav Khandelwal | Venugopal Manghat |
Total AUM | ₹5522 Cr | ₹41442 Cr |
Funds Managed | 5 | 7 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 4.06 | 0.86 |
Mid Cap | 65.42 | 66.65 |
Large Cap | 17.71 | 20.03 |
Small Cap | 12.81 | 12.46 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 4.06 | 0.86 |
Financial Services | 20.71 | 20.07 |
Healthcare | 9.97 | 8.52 |
Industrials | 14.71 | 27.34 |
Basic Materials | 10.46 | 1.96 |
Energy | 4.38 | - |
Technology | 7.71 | 15.4 |
Consumer Defensive | 7.3 | 2.39 |
Communication Services | 3.26 | 0.06 |
Consumer Cyclical | 14.49 | 14.07 |
Real Estate | 1.21 | 4.66 |
Utilities | 1.73 | 4.66 |
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