Compare HSBC Midcap Fund Direct Growth vs Aditya Birla Sun Life Mid Cap Direct Fund Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HSBC Midcap Fund Direct GrowthEquity
Mid Cap
3.0
Aditya Birla Sun Life Mid Cap Direct Fund GrowthEquity
Mid Cap
2.0
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HSBC Midcap Fund Direct Growth

(46.9%)

Aditya Birla Sun Life Mid Cap Direct Fund Growth

(32.6%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
0.66%
1.07%
-
NAV
₹467.5 (13-Dec-2024)
₹884.3 (13-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹12,280Cr
₹6,440Cr
-
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 90 days.
-

Returns

1Y
46.9%
32.6%
-
3Y
27.4%
19.4%
-
5Y
27.5%
25.1%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.66%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.Higher alpha: 4.82 
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 
1.Lower expense ratio: 1.07%
-

Cons
Found nothing so far.
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Low rating: 2
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Suzlon Energy Ltd.
4.8%
CG Power and Industrial Solutions Ltd.
4.6%
Dixon Technologies (India) Ltd.
4.0%
PB Fintech Ltd.
3.7%
Trent Ltd.
3.6%
Zomato Ltd.
3.5%
JSW Energy Ltd.
3.5%
HDFC Asset Management Company Ltd.
3.4%
Cummins India Ltd.
2.8%
Max Healthcare Institute Ltd.
2.8%
Name
Assets
Fortis Healthcare Ltd.
3.4%
Coromandel International Ltd.
3.1%
Torrent Power Ltd.
2.8%
Cholamandalam Financial Holdings Ltd.
2.7%
Glenmark Pharmaceuticals Ltd.
2.6%
Gujarat Fluorochemicals Ltd.
2.6%
Mphasis Ltd.
2.5%
K.P.R. Mill Ltd.
2.5%
AU Small Finance Bank Ltd.
2.4%
Max Financial Services Ltd.
2.3%
-

Fund Manager

Name
Venugopal Manghat
Vishal Gajwani
-
Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Gajwani is CA and CFA (US)
-
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.
-

About Fund

Description
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.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
-
Launch Date
27 May 2002
23 Dec 1994
-
Custodian
Citibank NA
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HSBC Midcap Fund Direct Growth

Aditya Birla Sun Life Mid Cap Direct Fund Growth

Add a fund

HSBC Midcap Fund Direct Growth

Aditya Birla Sun Life Mid Cap Direct Fund Growth

1.Lower expense ratio: 0.66%

2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

3.Higher alpha: 4.82 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

1.Lower expense ratio: 1.07%

Found nothing so far.

1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Low rating: 2

Holding Analysis

Top Holdings

Popular Comparisons