Quant Mid Cap Fund vs HSBC Midcap Fund compare

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tortoise-icon HSBC Midcap Fund - Regular Growth

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tortoise-icon Quant Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
Fund HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11768 Cr ₹8941 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2004 21 Mar 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 19% %
Expense Ratio 1.73 1.73
Manager Venugopal Manghat Sanjeev Sharma
ISIN Code INF917K01254 INF966L01176
Exits Load 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 Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
1 Month 8.64% 0.62%
6 Month 10.33% -11.76%
1 Year 40.86% 18.81%
3 Year 26.13% 23.01%
5 Year 25.43% 31.56%

SIP Return Analysis

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year 35.53% -2.77%
3 Year 36.6% 24.31%
5 Year 30.36% 30.07%

Rolling Lumpsum Returns

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
1 Year 16.79% 12.47%
3 Year 15.6% 11.42%
5 Year 16.17% 10.35%

Risk Management

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
Standard Deviation 12.61% 15.85%
Sharp 1.33% 1.43%
Beta 0.82% 0.88%
Alpha 1.66% 5.07%

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Fund Managers

Scheme Name HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth
Name Venugopal Manghat Sanjeev Sharma
Total AUM ₹41442 Cr ₹39731 Cr
Fund Manage 7 22
HSBC Midcap Fund - Regular Growth Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

HSBC Midcap Fund - Regular Growth

Quant Mid Cap Fund-Growth

Others 0.95 12.39
Mid Cap 66.38 69.78
Small Cap 11.41 -
Large Cap 21.26 17.85

Sector Allocation

Scheme Name

HSBC Midcap Fund - Regular Growth

Quant Mid Cap Fund-Growth

Others 0.95 12.39
Finance 4.49 4.13
Construction 0.2 7.93
IT - Services 0.19 -
Healthcare Services 2.24 -
Pharmaceuticals & Biotechnology 4.86 11.58
Electrical Equipment 19.32 -
IT - Software 4.07 3.99
Leisure Services 2.29 1.62
Paper, Forest & Jute Products 1.08 -
Aerospace & Defense 3.28 -
Realty 6.99 -
Chemicals & Petrochemicals 0.04 4.28
Capital Markets 7.86 -
Industrial Products 6.99 -
Power 6.19 1.74
Banks 2.25 -
Ferrous Metals 0.19 11.77
Consumer Durables 8.98 -
Industrial Manufacturing 1.55 -
Cigarettes & Tobacco Products 1.95 -
Auto Components 0.1 6.21
Telecom - Services 0.31 4.5
Retailing 9.12 -
Financial Technology (Fintech) 2.85 -
Automobiles 1.2 -
Cement & Cement Products 0.15 -
Beverages 0.31 -
Petroleum Products - 9.72
Insurance - 1.05
Transport Services - 7.91
Diversified FMCG - 5.34
Agricultural Food & other Products - 5.86

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