Union Midcap 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 |  Union Midcap FundMid Cap Fund · Direct planNAV ₹57.34 |  HSBC Midcap FundMid Cap Fund · Direct planNAV ₹542.16 |
|---|---|---|
| Returns | ||
| 1 year | 8.5% | 18.7% (best of these funds) |
| 3 yearsa year | 17.1% | 24.2% (best of these funds) |
| 5 yearsa year | 15.5% | – |
| Risk | ||
| Volatilitya year | 16.9% (best of these funds) | 18.6% |
| Worst fall | −21.3% (best of these funds) | −26% |
| Best year | 107.8% (best of these funds) | 68.3% |
| Worst year | -5.6% (best of these funds) | -6% |
| Years in gain | 97% (best of these funds) | 94% |
| Cost and size | ||
| Expense ratio | 0.67% (best of these funds) | 1.22% |
| Fund size | ₹2,005 Cr | ₹17,188 Cr |
| Minimum SIP | ₹500 | ₹500 |
| 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.