HSBC Midcap Fund vs SBI Magnum Midcap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

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 -6.3% -6.58%
6 Month 5.85% 10.45%
1 Year 24.09% 40.85%
3 Year 16.92% 21.43%
5 Year 26.36% 23.64%

SIP Return Analysis

Scheme Name SBI Magnum Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 20.09% 32.98%
3 Year 24.32% 33.96%
5 Year 27.73% 28.83%

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 1.04% 1.33%
Beta 0.74% 0.82%
Alpha 1.49% 1.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.34 0.95
Mid Cap 67.69 66.38
Small Cap 20.14 11.41
Large Cap 6.85 21.26

Sector Allocation

Scheme Name

SBI Magnum Midcap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 5.34 0.95
Finance 13.09 4.49
Cement & Cement Products 2.91 0.15
IT - Services 2.39 0.19
Capital Markets 2.74 7.86
Healthcare Services 3.89 2.24
Insurance 0.75 -
Banks 4.01 2.25
Leisure Services 4.44 2.29
Pharmaceuticals & Biotechnology 6.46 4.86
Auto Components 9.68 0.1
Realty 4.14 6.99
Chemicals & Petrochemicals 1.42 0.04
Industrial Products 7.04 6.99
Telecom - Services 1.76 0.31
Consumer Durables 8.02 8.98
Electrical Equipment 2.74 19.32
Fertilizers & Agrochemicals 3.45 -
Personal Products 1.49 -
Retailing 2.63 9.12
Food Products 0.47 -
IT - Software 1.26 4.07
Industrial Manufacturing 1.49 1.55
Textiles & Apparels 4.4 -
Power 4.01 6.19
Construction - 0.2
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

Top Comparisons

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.82%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.77%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns11.9%

VS

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns11.71%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns9.46%

VS

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

3Y Returns6.23%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns15.5%

VS

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns19.86%

Compare Now
Request call back
Add to Cart Successfully