Quant Mid Cap Fund vs HSBC Midcap Fund compare
HSBC Midcap Fund - Regular Growth
Quant Mid Cap Fund-Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹10753 Cr | ₹8608 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 | 1.71 | 1.75 |
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 | -8.76% | -7.58% |
6 Month | -15.39% | -19.23% |
1 Year | 5.51% | -4.42% |
3 Year | 19.06% | 19.55% |
5 Year | 18.2% | 27.36% |
SIP Return Analysis
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -15.53% | -21.61% |
3 Year | 18.65% | 15.72% |
5 Year | 20.23% | 24.41% |
Rolling Lumpsum Returns
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 17.31% | 12.53% |
3 Year | 15.78% | 11.62% |
5 Year | 16.4% | 10.43% |
Risk Management
Scheme Name | HSBC Midcap Fund - Regular Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 15.653% | 17.376% |
Sharp | 0.862% | 0.838% |
Beta | 0.871% | 0.924% |
Alpha | 0.36% | 0.658% |
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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 | 1.68 | 12.39 |
Mid Cap | 63.71 | 69.78 |
Large Cap | 23.14 | 17.85 |
Small Cap | 11.47 | - |
Sector Allocation
Scheme Name |
HSBC Midcap Fund - Regular Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 1.68 | 12.39 |
Finance | 0.29 | 4.13 |
Retailing | 8.27 | - |
IT - Services | 0.04 | - |
Healthcare Services | 3.09 | - |
Pharmaceuticals & Biotechnology | 3.82 | 11.58 |
Electrical Equipment | 18.97 | - |
IT - Software | 5.25 | 3.99 |
Leisure Services | 2.27 | 1.62 |
Paper, Forest & Jute Products | 1.24 | - |
Aerospace & Defense | 3.29 | - |
Realty | 7.01 | - |
Chemicals & Petrochemicals | 0.04 | 4.28 |
Capital Markets | 11.33 | - |
Power | 4.74 | 1.74 |
Banks | 2.15 | - |
Industrial Products | 4.39 | - |
Consumer Durables | 11.63 | - |
Industrial Manufacturing | 1.62 | - |
Cigarettes & Tobacco Products | 1.45 | - |
Telecom - Services | 0.05 | 4.5 |
Financial Technology (Fintech) | 4.62 | - |
Automobiles | 0.85 | - |
Commercial Services & Supplies | 0.5 | - |
Cement & Cement Products | 0.58 | - |
Beverages | 0.83 | - |
Petroleum Products | - | 9.72 |
Insurance | - | 1.05 |
Transport Services | - | 7.91 |
Ferrous Metals | - | 11.77 |
Diversified FMCG | - | 5.34 |
Agricultural Food & other Products | - | 5.86 |
Auto Components | - | 6.21 |
Construction | - | 7.93 |
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