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JM 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.

  • JM Mid Cap Fund
  • HSBC Midcap Fund
JM Mid Cap Fund compared with HSBC Midcap Fund
FundJM Financial Mutual FundJM Mid Cap FundMid Cap Fund · Direct planNAV ₹22.78HSBC Mutual FundHSBC Midcap FundMid Cap Fund · Direct planNAV ₹542.16
Returns
1 year9.3%18.7% (best of these funds)
3 yearsa year19.4%24.2% (best of these funds)
Risk
Volatilitya year17.8% (best of these funds)18.6%
Worst fall−22.5% (best of these funds)−26%
Best year76.4% (best of these funds)68.3%
Worst year-6.4%-6% (best of these funds)
Years in gain85%94% (best of these funds)
Cost and size
Expense ratio0.86% (best of these funds)1.22%
Fund size₹1,360 Cr₹17,188 Cr
Minimum SIP₹1,000₹500 (best of these funds)
Lock-inNoneNone

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.