- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹92169 Cr | ₹23360 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 | -0.31% | -0.97% |
| 6 Month | 6.7% | -0.54% |
| 1 Year | 4.45% | -3.21% |
| 3 Year | 24.47% | 16.19% |
| 5 Year | 25.63% | 20.96% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.88% | 1.02% |
| 1 Year | 20.1% | 6.98% |
| 3 Year | 20.78% | 11.45% |
| 5 Year | 22.84% | 14.75% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.41% | 15.33% |
| 3 Year | 20.66% | 16.37% |
| 5 Year | 20% | 17.1% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.85% | 11.63% |
| Sharp | 1.25% | 0.83% |
| Beta | 0.86% | 0.78% |
| Alpha | 3.57% | -2.48% |
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 | 11.57 | 9.47 |
| Mid Cap | 63.25 | 67.45 |
| Large Cap | 7.66 | 8.22 |
| Small Cap | 17.53 | 14.86 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.72 | 4.5 |
| Basic Materials | 5.26 | 11.39 |
| Consumer Defensive | 5.46 | 4.52 |
| Consumer Cyclical | 17.37 | 16.83 |
| Financial Services | 26.05 | 25.56 |
| Industrials | 9.54 | 12.03 |
| Communication Services | 2.97 | 1.58 |
| Healthcare | 12.3 | 9.2 |
| Technology | 10.16 | 2.57 |
| Energy | 2.96 | 2.07 |
| Utilities | 1.21 | 4.93 |
| Real Estate | - | 4.84 |
Top Comparisons
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.31%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.33%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns16.88%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns17.87%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.75%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.52%
Kotak Flexicap Fund - Growth
3Y Returns15.71%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns20.92%
