HDFC Mid vs SBI Magnum Midcap Fund compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
SBI Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹73510 Cr | ₹21177 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 2007 | 29 Mar 2005 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 14.6% | 10% |
Expense Ratio | 1.39 | 1.67 |
Manager | Dhruv Muchhal | Pradeep Kesavan |
ISIN Code | INF179K01CR2 | INF200K01560 |
Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.33% | 5.98% |
6 Month | -8.48% | -7.86% |
1 Year | 9.25% | 7.82% |
3 Year | 22.76% | 16.33% |
5 Year | 32.39% | 31.31% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.5% | -0.73% |
1 Year | -6.94% | -5.39% |
3 Year | 22.01% | 16.24% |
5 Year | 25.05% | 21% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.63% | 16.74% |
3 Year | 19.73% | 15.93% |
5 Year | 19.19% | 16.06% |
Risk Management
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.301% | 11.63% |
Sharp | 1.022% | 0.68% |
Beta | 0.855% | 0.78% |
Alpha | 4.384% | -0.5% |
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Fund Managers
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Pradeep Kesavan |
Total AUM | ₹520687 Cr | ₹434274 Cr |
Funds Managed | 40 | 43 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.07 | 8.45 |
Mid Cap | 65.07 | 66.19 |
Large Cap | 5.88 | 7.89 |
Small Cap | 20.98 | 17.47 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.07 | 8.45 |
Basic Materials | 6.21 | 10.46 |
Consumer Defensive | 4.23 | 2.85 |
Consumer Cyclical | 17.51 | 19.9 |
Financial Services | 24.44 | 20.17 |
Healthcare | 11.93 | 13.48 |
Industrials | 10.38 | 11.71 |
Communication Services | 3.05 | 1.67 |
Energy | 2.69 | 1.14 |
Utilities | 1.37 | 3.06 |
Technology | 10.11 | 3.88 |
Real Estate | - | 3.23 |
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