HSBC Midcap Fund vs Nippon India Growth Fund compare

Overview

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Fund	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹30823 Cr	₹11420 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Oct 1995	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	69%	19%
Expense Ratio	1.61	1.73
Manager	Kinjal Desai	Venugopal Manghat
ISIN Code	INF204K01323	INF917K01254
Exits Load	Exit load of 1% if redeemed within 1 months/365	Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	-5.75%	-6.65%
6 Month	10.3%	10.36%
1 Year	36.27%	40.74%
3 Year	23.01%	21.45%
5 Year	28.64%	23.65%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	29.2%	32.98%
3 Year	34.08%	33.96%
5 Year	32.7%	28.83%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	22.35%	16.79%
3 Year	18.97%	15.6%
5 Year	18.25%	16.17%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Standard Deviation	13.98%	12.61%
Sharp	1.45%	1.33%
Beta	0.9%	0.82%
Alpha	2.5%	1.66%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Name	Kinjal Desai	Venugopal Manghat
Total AUM	₹81302 Cr	₹41442 Cr
Fund Manage	16	7
	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Others	2.73	0.95
Mid Cap	66.61	66.38
Small Cap	12.8	11.41
Large Cap	17.86	21.26

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Others	2.73	0.95
Industrial Products	6.53	6.99
Capital Markets	4.42	7.86
Cement & Cement Products	1.36	0.15
IT - Services	0.27	0.19
Finance	7.75	4.49
Healthcare Services	4.4	2.24
Pharmaceuticals & Biotechnology	7.59	4.86
Leisure Services	3.57	2.29
Aerospace & Defense	1.81	3.28
Electrical Equipment	1.67	19.32
Auto Components	10.46	0.1
Banks	5.77	2.25
Chemicals & Petrochemicals	1.23	0.04
IT - Software	3.97	4.07
Automobiles	1.25	1.2
Transport Services	1.89	-
Telecom - Services	2.06	0.31
Fertilizers & Agrochemicals	1.19	-
Consumer Durables	5.62	8.98
Insurance	3.72	-
Beverages	3.26	0.31
Gas	1.2	-
Agricultural, Commercial & Construction Vehicles	1.1	-
Entertainment	0.3	-
Retailing	5.28	9.12
Diversified	0.64	-
Minerals & Mining	0.49	-
Power	4.33	6.19
Textiles & Apparels	1.22	-
Realty	1.8	6.99
Financial Technology (Fintech)	1.12	2.85
Construction	-	0.2
Paper, Forest & Jute Products	-	1.08
Ferrous Metals	-	0.19
Industrial Manufacturing	-	1.55
Cigarettes & Tobacco Products	-	1.95