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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.

  • The Wealth Company Mid Cap Fund
  • HSBC Midcap Fund
The Wealth Company Mid Cap Fund compared with HSBC Midcap Fund
FundThe Wealth Company Mutual FundThe Wealth Company Mid Cap FundMid Cap Fund · Direct planNAV ₹9.81HSBC Mutual FundHSBC Midcap FundMid Cap Fund · Direct planNAV ₹542.16
Returns
1 year18.7%
3 yearsa year24.2%
Risk
Volatilitya year18.6%
Worst fall−4.6% (best of these funds)−26%
Best year68.3%
Worst year-6%
Years in gain94%
Cost and size
Expense ratio1.22%
Fund size₹17,188 Cr
Minimum SIP₹500
Lock-inNone

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.