HSBC Midcap Fund vs SBI Magnum Midcap Fund compare

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

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tortoise-icon HSBC Midcap Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Fund SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹20310 Cr ₹11420 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Mar 2005 09 Aug 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 10% 19%
Expense Ratio 1.67 1.73
Manager Pradeep Kesavan Venugopal Manghat
ISIN Code INF200K01560 INF917K01254
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Month -5.35% 3.72%
6 Month 11.41% 26.52%
1 Year 34.35% 60.43%
3 Year 20.17% 25.49%
5 Year 27.4% 26.87%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 17.19% 24.45%
3 Year 44.66% 55.97%
5 Year 105.09% 97.55%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Year 16.6% 16.99%
3 Year 15.39% 15.69%
5 Year 15.78% 16.19%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 11.63% 12.61%
Sharp 1.28% 1.33%
Beta 0.72% 0.82%
Alpha 2.7% 1.66%

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Fund Managers

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Name Pradeep Kesavan Venugopal Manghat
Total AUM ₹434274 Cr ₹41442 Cr
Fund Manage 43 7
SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth

Market Cap

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 6.3 0.95
Mid Cap 67.51 66.38
Small Cap 20.78 11.41
Large Cap 5.41 21.26

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 6.12 0.95
Finance 10.17 4.49
Cement & Cement Products 2.9 0.15
IT - Services 2.41 0.19
Capital Markets 2.77 7.86
Healthcare Services 3.75 2.24
Insurance 0.74 -
Banks 3.13 2.25
Leisure Services 4.26 2.29
Pharmaceuticals & Biotechnology 5.46 4.86
Auto Components 12.33 0.1
Realty 4.38 6.99
Chemicals & Petrochemicals 1.69 0.04
Industrial Products 7.71 6.99
Telecom - Services 0.47 0.31
Consumer Durables 7.86 8.98
Non - Ferrous Metals 0.28 -
Electrical Equipment 2.88 19.32
Fertilizers & Agrochemicals 3.59 -
Personal Products 1.6 -
Construction 0.34 0.2
IT - Software 1.4 4.07
Retailing 2.58 9.12
Food Products 0.51 -
Industrial Manufacturing 0.84 1.55
Entertainment 0.86 -
Textiles & Apparels 4.4 -
Power 4.57 6.19
Paper, Forest & Jute Products - 1.08
Aerospace & Defense - 3.28
Ferrous Metals - 0.19
Cigarettes & Tobacco Products - 1.95
Financial Technology (Fintech) - 2.85
Automobiles - 1.2
Beverages - 0.31

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