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 | 5.98% | 7.84% |
6 Month | -7.86% | -16.24% |
1 Year | 7.82% | 5.38% |
3 Year | 16.33% | 18.08% |
5 Year | 31.31% | 25.86% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | -3.75% | -8.72% |
1 Year | -10.8% | -21.16% |
3 Year | 13.84% | 16% |
5 Year | 19.49% | 17.88% |
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 | 0.68% | 0.65% |
Beta | 0.78% | 0.902% |
Alpha | -0.5% | -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 |
Funds Managed | 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 | 8.45 | 0.86 |
Mid Cap | 66.19 | 66.65 |
Small Cap | 17.47 | 12.46 |
Large Cap | 7.89 | 20.03 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 8.45 | 0.86 |
Financial Services | 20.17 | 20.07 |
Basic Materials | 10.46 | 1.96 |
Technology | 3.88 | 15.4 |
Healthcare | 13.48 | 8.52 |
Consumer Cyclical | 19.9 | 14.07 |
Real Estate | 3.23 | 4.66 |
Energy | 1.14 | - |
Industrials | 11.71 | 27.34 |
Communication Services | 1.67 | 0.06 |
Consumer Defensive | 2.85 | 2.39 |
Utilities | 3.06 | 4.66 |
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