Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Generated Consistent Returns. ![]() Lower probablity of downside risk. ![]() Larger AUM within category. | ||
Cons | ![]() Higher probablity of downside risk. ![]() Poor track record of Recovering losses quickly. ![]() 5Y returns in the bottom 25% of the category. | - |
INDMoney rank | 14/19 | 2/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 9541 Cr | 67579 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.7% | 0.83% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE Midcap TR INR | S&P BSE Midcap TR INR |
No of Holdings | 77 | 81 | ||
Top 5 Holdings | Persistent Systems Ltd (4.6%) Dixon Technologies (India) Ltd (4.45%) Max Healthcare Institute Ltd Ordinary Shares (4.21%) Zomato Ltd (4.1%) BSE Ltd (3.89%) | Max Financial Services Ltd (3.77%) Indian Hotels Co Ltd (3.77%) Balkrishna Industries Ltd (3.53%) The Federal Bank Ltd (3.36%) Coforge Ltd (3.27%) | ||
No of Sectors | 10 | 10 | ||
Top 3 Sectors | Industrial (24.8%) Consumer Cyclical (18.42%) Financial Services (17.48%) | Financial Services (26.39%) Consumer Cyclical (20.19%) Health (13.39%) | ||
Equity % | 97.49% | 92.48% | ||
Debt % | - | - | ||
P/E | 39.12 | 20.96 | ||
P/B | 7.11 | 3.05 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 7.06% | 5.42% | ||
3-Month Return | -18.64% | -9.95% | ||
6-Month Return | -17.61% | -11.99% | ||
1-Year Return | 5.94% | 8.42% | ||
3-Year Return | 19.12% | 24.06% | ||
5-Year Return | 29.59% | 35.88% |
Sharpe | 0.77 | 1.11 | ||
Alpha | 0.2 | 4.84 | ||
Beta | 0.92 | 0.88 | ||
Standard Deviation | 17.45 | 15.54 | ||
Information Ratio | -0.15 | 1.15 |
Description | HSBC Midcap Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Venugopal Manghat,Cheenu Gupta,Sonal Gupta | Chirag Setalvad |