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) ₹21407 Cr ₹11768 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 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 HSBC Mid Cap 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 SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Month -3.86% -11.24%
6 Month -1.97% -1.6%
1 Year 14.59% 21.78%
3 Year 16.11% 20.69%
5 Year 24.89% 20.98%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 5.37% 9.34%
3 Year 20.3% 28.41%
5 Year 24.9% 25.71%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Year 16.56% 16.79%
3 Year 15.09% 15.6%
5 Year 15.59% 16.17%

Risk Management

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 11.63% 12.61%
Sharp 0.88% 1.33%
Beta 0.76% 0.82%
Alpha -0.3% 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 5.97 1.7
Mid Cap 69.16 67.03
Small Cap 18.54 12.79
Large Cap 6.33 18.48

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 5.97 1.7
Finance 12.12 1.2
Cement & Cement Products 2.15 0.14
IT - Services 2.31 0.04
Capital Markets 2.77 11
Healthcare Services 4.05 2.8
Insurance 0.68 -
Banks 4.27 2.36
Leisure Services 4.23 1.69
Pharmaceuticals & Biotechnology 7.24 3.69
Auto Components 9.08 -
Realty 3.96 6.6
Petroleum Products 1.33 -
Chemicals & Petrochemicals 0.04 0.03
Industrial Products 6.96 6.1
Telecom - Services 1.59 0.05
Consumer Durables 8.63 10.2
Electrical Equipment 2.76 20.5
Fertilizers & Agrochemicals 3.57 -
Personal Products 1.5 -
Retailing 2.54 8.3
Food Products 0.45 -
IT - Software 1.42 4.61
Industrial Manufacturing 1.82 1.74
Textiles & Apparels 4.56 -
Power 4 4.95
Paper, Forest & Jute Products - 1.42
Aerospace & Defense - 3.59
Cigarettes & Tobacco Products - 1.63
Financial Technology (Fintech) - 3.74
Automobiles - 0.92
Commercial Services & Supplies - 0.51
Beverages - 0.49

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