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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) | ₹23360 Cr | ₹12549 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 | -0.49% | -1.08% |
| 6 Month | -0.88% | 5.33% |
| 1 Year | -2.88% | -4% |
| 3 Year | 16.12% | 23.39% |
| 5 Year | 21.15% | 21.08% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.02% | 1.02% |
| 1 Year | 6.98% | 18.6% |
| 3 Year | 11.45% | 19.91% |
| 5 Year | 14.75% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.33% | 15.76% |
| 3 Year | 16.37% | 16.79% |
| 5 Year | 17.1% | 17.11% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.14% | 16.83% |
| Sharp | 0.76% | 1.00% |
| Beta | 0.78% | 0.98% |
| Alpha | -2.61% | 1.06% |
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 | 9.47 | 10.64 |
| Mid Cap | 67.45 | 57.62 |
| Large Cap | 8.22 | 13.52 |
| Small Cap | 14.86 | 18.23 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 4.5 | 3.14 |
| Financial Services | 25.56 | 29.92 |
| Basic Materials | 11.39 | 0.24 |
| Technology | 2.57 | 14.07 |
| Healthcare | 9.2 | 8.09 |
| Real Estate | 4.84 | 0 |
| Energy | 2.07 | - |
| Consumer Cyclical | 16.83 | 14.69 |
| Industrials | 12.03 | 23.46 |
| Communication Services | 1.58 | 1.59 |
| Consumer Defensive | 4.52 | 4.77 |
| Utilities | 4.93 | 0.04 |
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