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 | 5.55% | 7.84% |
6 Month | -11.86% | -16.24% |
1 Year | 7.4% | 5.38% |
3 Year | 19.58% | 18.08% |
5 Year | 29.59% | 25.86% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | -5.64% | -8.72% |
1 Year | -16.1% | -21.16% |
3 Year | 18.93% | 16% |
5 Year | 21.81% | 17.88% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns13.79%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns13.49%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns5.79%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns10.55%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns9.56%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.48%
Kotak Savings Fund -Growth
3Y Returns6.58%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.02%