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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) | ₹22406 Cr | ₹11470 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 | 2.73% | 4.08% |
| 6 Month | 0.97% | -4.68% |
| 1 Year | 2.01% | 3.39% |
| 3 Year | 22.49% | 27.91% |
| 5 Year | 29.19% | 26.66% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 8.78% | 14.33% |
| 1 Year | 10.11% | 14.3% |
| 3 Year | 18.23% | 25.65% |
| 5 Year | 20.81% | 23.14% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.23% | 16.68% |
| 3 Year | 16.29% | 16.07% |
| 5 Year | 16.45% | 16.64% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.63% | 17.21% |
| Sharp | 0.98% | 1.01% |
| Beta | 0.77% | 0.91% |
| Alpha | -1.56% | 0.47% |
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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 | 6.53 | 4.27 |
| Mid Cap | 72.55 | 64.4 |
| Small Cap | 14.98 | 13.76 |
| Large Cap | 5.94 | 17.57 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 6.53 | 1.51 |
| Finance | 11.21 | - |
| Cement & Cement Products | 7.14 | - |
| IT - Services | 1.95 | - |
| Capital Markets | 2.14 | - |
| Healthcare Services | 4.26 | - |
| Banks | 4.25 | - |
| Leisure Services | 2.29 | - |
| Pharmaceuticals & Biotechnology | 8.43 | - |
| Auto Components | 10.24 | - |
| Realty | 3.82 | - |
| Petroleum Products | 1.38 | - |
| Industrial Products | 5.67 | - |
| Telecom - Services | 1.71 | - |
| Consumer Durables | 4.7 | - |
| Electrical Equipment | 3.48 | - |
| Personal Products | 3.18 | - |
| Insurance | 2.24 | - |
| Retailing | 1.36 | - |
| Food Products | 0.95 | - |
| Fertilizers & Agrochemicals | 0.68 | - |
| IT - Software | 3.02 | - |
| Industrial Manufacturing | 2.24 | - |
| Textiles & Apparels | 4.25 | - |
| Power | 2.88 | - |
| Financial Services | - | 22.02 |
| Consumer Cyclical | - | 20.17 |
| Technology | - | 10.13 |
| Healthcare | - | 12.43 |
| Industrials | - | 22.95 |
| Basic Materials | - | 2.61 |
| Real Estate | - | 0.58 |
| Utilities | - | 1.64 |
| Consumer Defensive | - | 4.08 |
| Communication Services | - | 1.89 |
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