SBI Magnum Midcap Fund vs HSBC Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹21177 Cr | ₹10753 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 | 1.71 |
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 | -2.83% | -5% |
6 Month | -13.32% | -20.03% |
1 Year | 6.36% | 0.81% |
3 Year | 17.02% | 17.52% |
5 Year | 24.99% | 20.23% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | -9.67% | -16.85% |
1 Year | -15.84% | -28.05% |
3 Year | 12.57% | 14.07% |
5 Year | 19.68% | 17.33% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 16.74% | 17.31% |
3 Year | 15.93% | 15.78% |
5 Year | 16.06% | 16.4% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.63% | 17.037% |
Sharp | 0.65% | 0.65% |
Beta | 0.77% | 0.902% |
Alpha | -0.93% | -0.791% |
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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 | 6.52707 | 0.86202 |
Mid Cap | 66.03502 | 66.65025 |
Small Cap | 20.2986 | 12.45907 |
Large Cap | 7.1393 | 20.02866 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 6.52707 | 0.86202 |
Financial Services | 19.44997 | 20.06799 |
Basic Materials | 9.26237 | 1.96499 |
Technology | 4.31985 | 15.40391 |
Healthcare | 13.18263 | 8.52398 |
Consumer Cyclical | 22.17053 | 14.07198 |
Real Estate | 3.50181 | 4.6614 |
Energy | 1.26905 | - |
Industrials | 13.08113 | 27.33665 |
Communication Services | 1.6395 | 0.05714 |
Consumer Defensive | 2.34815 | 2.38777 |
Utilities | 3.24793 | 4.66217 |
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