Nippon India Growth Fund vs HSBC Midcap 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	1.68%	3.72%
6 Month	26.71%	26.52%
1 Year	54.27%	60.43%
3 Year	28.97%	25.49%
5 Year	31.65%	26.87%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	22.86%	24.45%
3 Year	60.6%	55.97%
5 Year	123.13%	97.55%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	21.73%	16.99%
3 Year	19.25%	15.69%
5 Year	18.08%	16.19%

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	3.22	0.95
Mid Cap	64.27	66.38
Small Cap	13.27	11.41
Large Cap	19.24	21.26

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Others	1.27	0.95
Materials	5.51	-
Financial	19.82	-
Technology	3.44	-
Healthcare	11.04	-
Chemicals	3.42	-
Services	14.09	-
Capital Goods	9.23	-
Automobile	11.54	-
Metals & Mining	1.86	-
Communication	2.19	-
Consumer Discretionary	3.49	-
Consumer Staples	3.49	-
Energy	5.03	-
Diversified	0.72	-
Textiles	1.24	-
Insurance	0.44	-
Construction	2.18	0.2
Finance	-	4.49
IT - Services	-	0.19
Healthcare Services	-	2.24
Pharmaceuticals & Biotechnology	-	4.86
Electrical Equipment	-	19.32
IT - Software	-	4.07
Leisure Services	-	2.29
Paper, Forest & Jute Products	-	1.08
Aerospace & Defense	-	3.28
Realty	-	6.99
Chemicals & Petrochemicals	-	0.04
Capital Markets	-	7.86
Industrial Products	-	6.99
Power	-	6.19
Banks	-	2.25
Ferrous Metals	-	0.19
Consumer Durables	-	8.98
Industrial Manufacturing	-	1.55
Cigarettes & Tobacco Products	-	1.95
Auto Components	-	0.1
Telecom - Services	-	0.31
Retailing	-	9.12
Financial Technology (Fintech)	-	2.85
Automobiles	-	1.2
Cement & Cement Products	-	0.15
Beverages	-	0.31