Edelweiss Mid Cap Fund vs HSBC Midcap Fund
Edelweiss Mid Cap Fund (Direct) and HSBC Midcap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Mid Cap Fund schemes — see the best mid cap mutual funds for the full ranking.
Head to head
NAVs as of 08 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 28 Nov 2022 – 08 Oct 2026, limited by HSBC Midcap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Edelweiss Mid Cap Fund | HSBC Midcap Fund | Nifty Midcap 150 TRI |
|---|---|---|---|
| 28 Nov 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 26 Mar 2023 | ₹93.10 | ₹94.85 | ₹93.19 |
| 21 Jul 2023 | ₹111.29 | ₹112.33 | ₹115.41 |
| 16 Nov 2023 | ₹126.38 | ₹128.98 | ₹130.59 |
| 12 Mar 2024 | ₹143.96 | ₹148.84 | ₹149.10 |
| 08 Jul 2024 | ₹180.99 | ₹184.00 | ₹179.91 |
| 02 Nov 2024 | ₹186.72 | ₹187.41 | ₹178.04 |
| 28 Feb 2025 | ₹159.29 | ₹151.48 | ₹150.73 |
| 25 Jun 2025 | ₹197.07 | ₹190.19 | ₹184.24 |
| 21 Oct 2025 | ₹199.73 | ₹197.84 | ₹187.56 |
| 15 Feb 2026 | ₹200.24 | ₹196.81 | ₹187.29 |
| 13 Jun 2026 | ₹203.52 | ₹218.08 | ₹190.96 |
| 08 Oct 2026 | ₹199.28 | ₹219.78 | ₹183.21 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 59 stocks only in Edelweiss Mid Cap Fund
- 38 stocks in both — 30.6% of each portfolio by weight
- 29 stocks only in HSBC Midcap Fund
The more the circles overlap, the more the funds hold the same stocks.
Edelweiss Mid Cap Fund and HSBC Midcap Fund share 31% of their equity book by weight.
Shared holdings — Edelweiss Mid Cap Fund vs HSBC Midcap Fund
| Stock | Edelweiss Mid Cap Fund | HSBC Midcap Fund | |
|---|---|---|---|
| The Federal Bank Ltd. | 3.91% | 3.99% | 3.91% |
| Coforge Ltd. | 2.29% | 1.93% | 1.93% |
| Radico Khaitan Ltd. | 1.79% | 2.72% | 1.79% |
| IPCA Laboratories Ltd. | 1.91% | 1.76% | 1.76% |
| City Union Bank Ltd. | 2.08% | 1.65% | 1.65% |
| Multi Commodity Exchange Of India Ltd. | 2.82% | 1.64% | 1.64% |
| Indian Bank | 1.58% | 1.58% | 1.58% |
| AU Small Finance Bank Ltd. | 1.57% | 1.79% | 1.57% |
| Bharat Forge Ltd. | 1.51% | 2.81% | 1.51% |
| Ashok Leyland Ltd. | 1.35% | 1.66% | 1.35% |
| PB Fintech Ltd. | 1.32% | 3.90% | 1.32% |
| Prestige Estates Projects Ltd. | 1.31% | 1.74% | 1.31% |
| Ather Energy Ltd. | 1.23% | 3.60% | 1.23% |
| GE Vernova T&D India Limited | 1.21% | 3.22% | 1.21% |
| JSW Energy Ltd. | 1.07% | 2.15% | 1.07% |
23 more stocks in common. 38 shared of 97 / 67 positions. Weights are shown as a share of each fund's equity book.
| Metric | Edelweiss · Direct NAV ₹120.47 Very High risk ★★★★★ | HSBC · Direct NAV ₹509.44 Very High risk ★★★★☆ | Category median Mid Cap Fund · 34 funds |
|---|---|---|---|
| +1.88% | +12.74%Best in row | +2.22% | |
| +18.79% | +21.64%Best in row | +15.03% | |
| +16.14% | — | +13.51% | |
| +19.35% | +22.63% | +17.51% | |
| +16.32% | +19.00%Best in row | — | |
| +22.68% | +25.42%Best in row | +20.11% | |
| +23.49% | — | +19.00% | |
| Risk | |||
| 16.70%Best in row | 18.82% | 16.23% | |
| 0.74 | 0.80Best in row | 0.54 | |
| 1.00 | 1.08Best in row | 0.73 | |
| -39.21% | -25.96% | -32.95% | |
| +5.01% | +7.18%Best in row | +2.15% | |
| 0.96 | 1.04 | 0.95 | |
| 106.9% | 116.5%Best in row | 98.6% | |
| 87.0%Best in row | 90.4% | 89.7% | |
| 0.68%Best in row | 1.10% | 0.94% | |
| ₹19,084Cr | ₹16,299Cr | ₹7,559Cr | |
| ₹100 | ₹500 | — | |
| ₹100 | ₹5.00K | — | |
| 37% | 131% | 63% | |
| Trideep Bhattacharya · 5y | Sonal Gupta · 3.9y | — | |
| 28 Nov 2016 | 28 Nov 2022 | — | |
| 98 | 75 | — | |
| 22.3% | 37.1% | — | |
| 4.7% | 0.8% | — | |
5 rows carry the same value for every fund — show
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Benchmark
- Nifty Midcap 150 TRI
- Exit load
- Up to 1.00%
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Edelweiss Mid Cap Fund or HSBC Midcap Fund?
Over the last 3 years, HSBC Midcap Fund returned +21.64% CAGR against Edelweiss Mid Cap Fund's +18.79%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Edelweiss Mid Cap Fund or HSBC Midcap Fund?
Edelweiss Mid Cap Fund has the lower expense ratio: Edelweiss Mid Cap Fund charges 0.68% a year against HSBC Midcap Fund's 1.10%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Edelweiss Mid Cap Fund or HSBC Midcap Fund?
HSBC Midcap Fund has shown higher volatility (+18.82% annualized vs Edelweiss Mid Cap Fund's +16.70%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Edelweiss Mid Cap Fund -20.06% vs HSBC Midcap Fund -25.96%.
Which fund manages more money — Edelweiss Mid Cap Fund or HSBC Midcap Fund?
Edelweiss Mid Cap Fund is the larger fund: Edelweiss Mid Cap Fund manages ₹19,084Cr against HSBC Midcap Fund's ₹16,299Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Edelweiss Mid Cap Fund and HSBC Midcap Fund in the same category?
Yes — both are Mid Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.