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 | 6.7% | 6.38% |
6 Month | -11.13% | -11.82% |
1 Year | 10.65% | 8.55% |
3 Year | 24.08% | 17.15% |
5 Year | 34.75% | 33.16% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.14% | -5.26% |
1 Year | -8.3% | -9.03% |
3 Year | 22.55% | 15.51% |
5 Year | 25.67% | 21.03% |
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% | 0.65% |
Beta | 0.855% | 0.77% |
Alpha | 4.384% | -0.93% |
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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 | 6.53 |
Mid Cap | 65.07 | 66.04 |
Large Cap | 5.88 | 7.14 |
Small Cap | 20.98 | 20.3 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.07 | 6.53 |
Basic Materials | 6.21 | 9.26 |
Consumer Defensive | 4.23 | 2.35 |
Consumer Cyclical | 17.51 | 22.17 |
Financial Services | 24.44 | 19.45 |
Healthcare | 11.93 | 13.18 |
Industrials | 10.38 | 13.08 |
Communication Services | 3.05 | 1.64 |
Energy | 2.69 | 1.27 |
Utilities | 1.37 | 3.25 |
Technology | 10.11 | 4.32 |
Real Estate | - | 3.5 |
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