Helios Mid Cap Fund vs HSBC Midcap Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  Helios Mid Cap FundMid Cap Fund · Direct planNAV ₹14.39 |  HSBC Midcap FundMid Cap Fund · Direct planNAV ₹542.16 |
|---|---|---|
| Returns | ||
| 1 year | 13.3% | 18.7% (best of these funds) |
| 3 yearsa year | – | 24.2% |
| Risk | ||
| Volatilitya year | 16.1% (best of these funds) | 18.6% |
| Worst fall | −16.7% (best of these funds) | −26% |
| Best year | 24.6% | 68.3% (best of these funds) |
| Worst year | 6.6% (best of these funds) | -6% |
| Years in gain | 100% (best of these funds) | 94% |
| Cost and size | ||
| Expense ratio | 1% (best of these funds) | 1.22% |
| Fund size | ₹2,229 Cr | ₹17,188 Cr |
| Minimum SIP | ₹1,000 | ₹500 (best of these funds) |
| Lock-in | None | None |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.