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HDFC Mid vs SBI Magnum Midcap Fund compare
HDFC Mid-Cap Fund - Growth Plan
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹83847 Cr | ₹22546 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 Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.4% | -3.19% |
| 6 Month | 16.84% | 8.6% |
| 1 Year | 1.08% | -7.52% |
| 3 Year | 25.16% | 14.29% |
| 5 Year | 27.58% | 25.18% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | -2.55% |
| 1 Year | 6.74% | -4.83% |
| 3 Year | 21.17% | 11.59% |
| 5 Year | 23.76% | 16.26% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.93% | 15.86% |
| 3 Year | 20.25% | 16.51% |
| 5 Year | 19.59% | 16.65% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.79% | 11.63% |
| Sharp | 1.39% | 0.89% |
| Beta | 0.83% | 0.78% |
| Alpha | 4.66% | -2.52% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.06 | 8.69 |
| Mid Cap | 61.58 | 70.43 |
| Large Cap | 7.16 | 6.75 |
| Small Cap | 19.2 | 14.13 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.22 | 5.06 |
| Basic Materials | 5.74 | 11.77 |
| Consumer Defensive | 5.12 | 4.09 |
| Consumer Cyclical | 18.34 | 17.47 |
| Financial Services | 24.14 | 25.19 |
| Industrials | 10.31 | 11.51 |
| Communication Services | 2.93 | 1.61 |
| Healthcare | 12 | 9.95 |
| Technology | 10.2 | 4.75 |
| Energy | 2.77 | 1.39 |
| Utilities | 1.24 | 2.73 |
| Real Estate | - | 4.48 |
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