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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) | ₹22012 Cr | ₹11749 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 | 3.52% | 4.33% |
| 6 Month | 10.39% | 27.38% |
| 1 Year | -6.06% | -0.47% |
| 3 Year | 15.04% | 24.49% |
| 5 Year | 24.86% | 23.51% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.02% | 7.51% |
| 1 Year | 1.59% | 17.41% |
| 3 Year | 12.96% | 23.71% |
| 5 Year | 16.65% | 21.78% |
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% | 16.88% |
| Sharp | 0.67% | 0.91% |
| Beta | 0.78% | 0.97% |
| Alpha | -3.22% | 1.08% |
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 | 9.77 | 8.9 |
| Mid Cap | 68.08 | 60.95 |
| Large Cap | 6.73 | 14.96 |
| Small Cap | 15.41 | 15.2 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.52 | 0.91 |
| Financial Services | 25.82 | 27.38 |
| Basic Materials | 13.05 | 0.76 |
| Technology | 3.46 | 11.09 |
| Healthcare | 9.48 | 10.27 |
| Real Estate | 4.49 | 0.1 |
| Energy | 1.28 | - |
| Consumer Cyclical | 17.55 | 13.18 |
| Industrials | 11.05 | 27.91 |
| Communication Services | 1.54 | 1.6 |
| Consumer Defensive | 4.14 | 5.44 |
| Utilities | 2.62 | 1.36 |
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