The Wealth Company 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 | ||
|---|---|---|
| Returns | ||
| 1 year | – | 18.7% |
| 3 yearsa year | – | 24.2% |
| Risk | ||
| Volatilitya year | – | 18.6% |
| Worst fall | −4.6% (best of these funds) | −26% |
| Best year | – | 68.3% |
| Worst year | – | -6% |
| Years in gain | – | 94% |
| Cost and size | ||
| Expense ratio | – | 1.22% |
| Fund size | – | ₹17,188 Cr |
| Minimum SIP | – | ₹500 |
| Lock-in | – | 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.