HDFC Mid vs SBI Magnum Midcap Fund compare

HDFC Mid vs SBI Magnum Midcap Fund compare

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HDFC Mid-Cap Fund - Growth Plan

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SBI 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 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)	₹83105 Cr	₹22012 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	2.98%	2.82%
6 Month	21.05%	10.56%
1 Year	1.8%	-6.5%
3 Year	25.16%	14.79%
5 Year	28.4%	24.59%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	SBI Midcap Fund - Regular Plan - Growth
6 Month	5.13%	0.02%
1 Year	15.05%	1.59%
3 Year	22.66%	12.96%
5 Year	24.25%	16.65%

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	13.84%	11.63%
Sharp	1.20%	0.67%
Beta	0.83%	0.78%
Alpha	4.36%	-3.22%

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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