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SBI Magnum Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
SBI Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹73510 Cr | ₹21177 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 | 4.84% | 5.06% |
| 6 Month | -10.72% | -11.79% |
| 1 Year | 11.9% | 9.13% |
| 3 Year | 24.59% | 18% |
| 5 Year | 34.84% | 33.25% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.55% | -2.24% |
| 1 Year | -6.15% | -5.32% |
| 3 Year | 23.12% | 16.78% |
| 5 Year | 26.05% | 21.87% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.63% | 16.74% |
| 3 Year | 19.73% | 15.93% |
| 5 Year | 19.19% | 16.06% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.301% | 11.63% |
| Sharp | 1.022% | 0.65% |
| Beta | 0.855% | 0.77% |
| Alpha | 4.384% | -0.93% |
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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 |
| Funds Managed | 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 | 8.07 | 6.53 |
| Mid Cap | 65.07 | 66.04 |
| Large Cap | 5.88 | 7.14 |
| Small Cap | 20.98 | 20.3 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.07 | 6.53 |
| Basic Materials | 6.21 | 9.26 |
| Consumer Defensive | 4.23 | 2.35 |
| Consumer Cyclical | 17.51 | 22.17 |
| Financial Services | 24.44 | 19.45 |
| Healthcare | 11.93 | 13.18 |
| Industrials | 10.38 | 13.08 |
| Communication Services | 3.05 | 1.64 |
| Energy | 2.69 | 1.27 |
| Utilities | 1.37 | 3.25 |
| Technology | 10.11 | 4.32 |
| Real Estate | - | 3.5 |
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