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HSBC Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹22546 Cr | ₹11845 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 Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.03% | 1.17% |
| 6 Month | 7.77% | 19.64% |
| 1 Year | -3.05% | 2.11% |
| 3 Year | 16.11% | 24.07% |
| 5 Year | 25.82% | 24.27% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.34% | 7.9% |
| 1 Year | -5.12% | 8.14% |
| 3 Year | 11.97% | 22.43% |
| 5 Year | 16.58% | 21.14% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.86% | 16.41% |
| 3 Year | 16.51% | 16.42% |
| 5 Year | 16.65% | 16.86% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.63% | 16.82% |
| Sharp | 0.89% | 0.99% |
| Beta | 0.78% | 0.96% |
| Alpha | -2.52% | -0.07% |
Fund Managers
| Scheme Name | SBI 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 Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.69 | 7.03 |
| Mid Cap | 70.43 | 63.52 |
| Large Cap | 6.75 | 15.83 |
| Small Cap | 14.13 | 13.61 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.06 | 1.04 |
| Financial Services | 25.19 | 26.49 |
| Basic Materials | 11.77 | 1.05 |
| Technology | 4.75 | 11.22 |
| Healthcare | 9.95 | 11.24 |
| Consumer Cyclical | 17.47 | 13.81 |
| Real Estate | 4.48 | 0.1 |
| Energy | 1.39 | - |
| Industrials | 11.51 | 27.87 |
| Communication Services | 1.61 | 1.65 |
| Consumer Defensive | 4.09 | 4.17 |
| Utilities | 2.73 | 1.37 |
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