HDFC Mid vs SBI Magnum Midcap Fund compare

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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SBI Magnum Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹22406 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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	SBI Magnum Midcap Fund - Regular Plan - Growth
1 Month	4.46%	3.06%
6 Month	-2.11%	-2.69%
1 Year	7.3%	2.28%
3 Year	31.8%	22.58%
5 Year	33.12%	30.38%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	SBI Magnum Midcap Fund - Regular Plan - Growth
6 Month	9.86%	6.87%
1 Year	10.12%	4.81%
3 Year	25.08%	17.47%
5 Year	26.17%	20.61%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	SBI Magnum Midcap Fund - Regular Plan - Growth
1 Year	15.2%	16.23%
3 Year	20.01%	16.29%
5 Year	19.47%	16.45%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	SBI Magnum Midcap Fund - Regular Plan - Growth
Standard Deviation	15.301%	12.49%
Sharp	1.022%	1.07%
Beta	0.855%	0.71%
Alpha	4.384%	-0.31%

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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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	SBI Magnum Midcap Fund - Regular Plan - Growth
Others	8.07	5.29
Mid Cap	65.07	71.59
Large Cap	5.88	7.83
Small Cap	20.98	15.29

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	SBI Magnum Midcap Fund - Regular Plan - Growth
Others	8.07	5.29
Basic Materials	6.21	-
Consumer Defensive	4.23	-
Consumer Cyclical	17.51	-
Financial Services	24.44	-
Healthcare	11.93	-
Industrials	10.38	-
Communication Services	3.05	-
Energy	2.69	-
Utilities	1.37	-
Technology	10.11	-
Finance	-	12.6
Cement & Cement Products	-	7.2
IT - Services	-	1.98
Capital Markets	-	2.08
Healthcare Services	-	4.37
Insurance	-	0.53
Banks	-	4.35
Leisure Services	-	3.77
Pharmaceuticals & Biotechnology	-	8.9
Auto Components	-	9.49
Realty	-	3.99
Petroleum Products	-	1.32
Industrial Products	-	5.65
Telecom - Services	-	1.9
Consumer Durables	-	4.76
Electrical Equipment	-	1.84
Fertilizers & Agrochemicals	-	1.71
Personal Products	-	3.47
Retailing	-	1.36
Food Products	-	0.93
IT - Software	-	2.81
Industrial Manufacturing	-	2.09
Textiles & Apparels	-	4.25
Power	-	3.36