HDFC Mid vs SBI Magnum Midcap Fund compare

HDFC Mid-Cap Opportunities Fund - Growth Plan

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SBI Magnum Midcap Fund - Regular Plan - Growth

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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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	SBI Magnum Midcap Fund - Regular Plan - Growth
1 Month	3.58%	2.93%
6 Month	5.01%	0.46%
1 Year	27.77%	23.65%
3 Year	28.13%	20.63%
5 Year	28.87%	27.2%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	21.75%	15.45%
3 Year	33.37%	23.78%
5 Year	32.36%	27.31%

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%

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%	0.95%
Beta	0.85%	0.76%
Alpha	4.63%	-0.15%

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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

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

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