HDFC Mid vs SBI Magnum Midcap Fund compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹75037 Cr ₹21407 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 -5.05% -3.86%
6 Month -1.54% -1.97%
1 Year 17.46% 14.59%
3 Year 24.33% 16.11%
5 Year 26.18% 24.89%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 7.9% 5.37%
3 Year 28.49% 20.3%
5 Year 29.46% 24.9%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan SBI Magnum Midcap Fund - Regular Plan - Growth
1 Year 15.33% 16.56%
3 Year 19.4% 15.09%
5 Year 18.84% 15.59%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan SBI Magnum Midcap Fund - Regular Plan - Growth
Standard Deviation 12.9% 11.63%
Sharp 1.61% 0.88%
Beta 0.85% 0.76%
Alpha 4.63% -0.3%

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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
Fund Manage 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 7.9 5.97
Mid Cap 66.6 69.16
Large Cap 7.86 6.33
Small Cap 17.64 18.54

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

SBI Magnum Midcap Fund - Regular Plan - Growth

Others 7.9 5.97
Cement & Cement Products 1.39 2.15
Finance 5.59 12.12
Healthcare Services 4.01 4.05
Textiles & Apparels 1.04 4.56
Banks 10.88 4.27
Agricultural, Commercial & Construction Vehicles 0.37 -
Leisure Services 4.11 4.23
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.75 7.24
Auto Components 8.37 9.08
Consumer Durables 4.63 8.63
Chemicals & Petrochemicals 3.25 0.04
Petroleum Products 2.65 1.33
Personal Products 1.15 1.5
Transport Services 1.02 -
Telecom - Services 2.67 1.59
Fertilizers & Agrochemicals 0.44 3.57
Insurance 5.12 0.68
Industrial Products 6.82 6.96
Agricultural Food & other Products 1.34 -
Media 0.12 -
Gas 0.71 -
IT - Software 8.55 1.42
Aerospace & Defense 0.53 -
Capital Markets 0.94 2.77
Construction 2.51 -
Financial Technology (Fintech) 1.61 -
Cigarettes & Tobacco Products 0.07 -
Ferrous Metals 1.84 -
Beverages 0.4 -
Commercial Services & Supplies 0.92 -
IT - Services - 2.31
Realty - 3.96
Electrical Equipment - 2.76
Retailing - 2.54
Food Products - 0.45
Industrial Manufacturing - 1.82
Power - 4

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