Compare HSBC Midcap Fund Direct Growth vs HDFC Mid Cap Opportunities Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HSBC Midcap Fund Direct GrowthEquity
Mid Cap
3.0
HDFC Mid Cap Opportunities Direct Plan GrowthEquity
Mid Cap
4.0
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HSBC Midcap Fund Direct Growth

(46.9%)

HDFC Mid Cap Opportunities Direct Plan Growth

(34.2%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
0.66%
0.76%
-
NAV
₹467.5 (13-Dec-2024)
₹212.9 (13-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹12,280Cr
₹77,683Cr
-
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 1 year.
-

Returns

1Y
46.9%
34.2%
-
3Y
27.4%
28.8%
-
5Y
27.5%
30.5%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.66%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.1Y category rank: 44.Higher alpha: 4.82 
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lower expense ratio: 0.76%3.Higher alpha: 6.23 
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 
-

Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Suzlon Energy Ltd.
5.1%
CG Power and Industrial Solutions Ltd.
4.3%
Trent Ltd.
3.9%
Dixon Technologies (India) Ltd.
3.6%
JSW Energy Ltd.
3.6%
HDFC Asset Management Company Ltd.
3.5%
PB Fintech Ltd.
3.4%
Zomato Ltd.
3.0%
Cummins India Ltd.
2.9%
Godrej Properties Ltd.
2.9%
Name
Assets
Max Financial Services Ltd.
4.1%
The Indian Hotels Company Ltd.
3.8%
The Federal Bank Ltd.
3.4%
Ipca Laboratories Ltd.
3.4%
Coforge Ltd.
3.1%
Balkrishna Industries Ltd.
3.0%
Indian Bank
2.9%
Apollo Tyres Ltd.
2.8%
Hindustan Petroleum Corporation Ltd.
2.6%
Persistent Systems Ltd.
2.6%
-

Fund Manager

Name
Venugopal Manghat
Chirag Setalvad
-
Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
-
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
-

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.
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
-
Launch Date
27 May 2002
10 Dec 1999
-
Custodian
Citibank NA
NA
-
Registrar & Transfer Agent
Cams
Cams
-

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Bengaluru – 560103
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Compare Funds

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

HSBC Midcap Fund Direct Growth

HDFC Mid Cap Opportunities Direct Plan Growth

Add a fund

HSBC Midcap Fund Direct Growth

HDFC Mid Cap Opportunities Direct Plan Growth

1.Lower expense ratio: 0.66%

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

3.1Y category rank: 4

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

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

2.Lower expense ratio: 0.76%

3.Higher alpha: 6.23 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

Found nothing so far.

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons