Compare Franklin India Mid Cap Fund Direct Growth vs HSBC Midcap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Franklin India Mid Cap Fund Direct GrowthEquity
Mid Cap
3.0
HSBC Midcap Fund Direct GrowthEquity
Mid Cap
3.0
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Franklin India Mid Cap Fund Direct Growth

(6.2%)

HSBC Midcap Fund Direct Growth

(4.2%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
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Expense Ratio
0.94%
0.65%
-
NAV
₹3154.9 (18-Jul-2025)
₹438.6 (18-Jul-2025)
- 
Fund Started
01-Jan-2013
01-Jan-2013
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Fund Size
₹12,785Cr
₹12,146Cr
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Exit Load
Exit load of 1% if redeemed within 1 year
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
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Returns

1Y
6.2%
4.2%
-
3Y
27.8%
26.9%
-
5Y
28.0%
27.4%
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Pros & Cons

Pros
1.Lower expense ratio: 0.94%2.Consistently higher annualised returns than category average for the past 1Y and 3Y
1.Lower expense ratio: 0.65%2.Consistently higher annualised returns than category average for the past 1Y and 3Y3.Higher alpha: 5.98 
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 
-

Cons
1.5Y annualised returns lower than category average by 0.51%
1.5Y annualised returns lower than category average by 1.1%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
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Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
The Federal Bank Ltd.
3.4%
Max Financial Services Ltd.
2.2%
Prestige Estates Projects Ltd.
2.1%
APL Apollo Tubes Ltd.
2.0%
Mphasis Ltd.
2.0%
HDFC Bank Ltd.
1.9%
Cummins India Ltd.
1.9%
JK Cement Ltd.
1.9%
PB Fintech Ltd.
1.9%
Coforge Ltd.
1.8%
Name
Assets
Max Healthcare Institute Ltd.
4.6%
BSE Ltd.
4.5%
Dixon Technologies (India) Ltd.
4.3%
Jubilant FoodWorks Ltd.
4.0%
Eternal Ltd.
3.8%
Trent Ltd.
3.5%
GE Vernova T&D India Ltd.
3.4%
Nippon Life India Asset Management Ltd.
3.4%
Multi Commodity Exchange Of India Ltd.
3.1%
Persistent Systems Ltd.
2.9%
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Fund Manager

Name
R Janakiraman
Venugopal Manghat
-
Education
Mr. Janakiraman is a B.E and PGDM (Business Management).
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
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Experience
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
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About Fund

Description
Franklin Templeton Mutual Fund started their mutual fund on 19/02/1996 and its managing total assets of ₹95,716 Cr. Its ranked at 8 as per total assets at end of 30th Sep 2017.
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 as per total assets at end of 30th Sep 2017.
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Launch Date
19 Feb 1996
27 May 2002
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Custodian
Hongkong & Shanghai Banking Corporation
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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