Mahindra Manulife Mid Cap Fund vs HSBC Midcap 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 | -2.13% | -5% |
6 Month | -16.19% | -20.03% |
1 Year | 4.12% | 0.81% |
3 Year | 20.53% | 17.52% |
5 Year | 24.86% | 20.23% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | -11.63% | -16.85% |
1 Year | -20.43% | -28.05% |
3 Year | 18% | 14.07% |
5 Year | 21.92% | 17.33% |
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 |
Fund Manage | 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 | 4.06423 | 0.86202 |
Mid Cap | 65.41924 | 66.65025 |
Large Cap | 17.70984 | 20.02866 |
Small Cap | 12.80668 | 12.45907 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 4.06423 | 0.86202 |
Financial Services | 20.71276 | 20.06799 |
Healthcare | 9.96503 | 8.52398 |
Industrials | 14.70969 | 27.33665 |
Basic Materials | 10.46158 | 1.96499 |
Energy | 4.38201 | - |
Technology | 7.70734 | 15.40391 |
Consumer Defensive | 7.30411 | 2.38777 |
Communication Services | 3.2635 | 0.05714 |
Consumer Cyclical | 14.49201 | 14.07198 |
Real Estate | 1.20511 | 4.6614 |
Utilities | 1.73262 | 4.66217 |
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