All comparisons
Head-to-head
Helios Mid Cap Fund - Direct Plan - GrowthvsHSBC Midcap Fund - Direct Plan - Growth
Side-by-side comparison of Helios Mid Cap Fund - Direct Plan - Growth and HSBC Midcap Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid cap
Helios Mid Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
mid cap
HSBC Midcap Fund - Direct Plan - Growth
3Y ago₹1.96 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Helios Mid Cap Fund - Direct Pl… | HSBC Midcap Fund - Direct Plan … |
|---|---|---|
| Fund house | Helios Mutual Fund | HSBC Mutual Fund |
| Category | Equity Schemes - Mid Cap Fund | Equity Schemes - Mid Cap Fund |
| Latest NAV | ₹14.28 | ₹544.9462 |
| Assets managed (AUM) | — | — |
| 1Y return | 15.53% | 23.30% |
| 3Y CAGR | — | 25.15% |
| 5Y CAGR | — | — |
| Since inception CAGR | 26.96% | 25.47% |
| Bumpiness · 3Y (annualised σ) | 16.01 | 18.65 |
| Worst drop ever | -16.74% | -25.96% |
| Sharpe · 3Y (rf=6%) | 1.14 | 0.91 |
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