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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 | -1.03% | -1.35% |
| 6 Month | -1.62% | 2.73% |
| 1 Year | - | -1.16% |
| 3 Year | 17.71% | 25.15% |
| 5 Year | 20.86% | 20.68% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.91% | 2.69% |
| 1 Year | 6.65% | 18.89% |
| 3 Year | 11.18% | 19.88% |
| 5 Year | 14.84% | 20.04% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.28% | 15.7% |
| 3 Year | 16.32% | 16.82% |
| 5 Year | 17.15% | 17.14% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.63% | 16.83% |
| Sharp | 0.83% | 1.00% |
| Beta | 0.78% | 0.98% |
| Alpha | -2.48% | 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 | 10.96 | 17.1 |
| Mid Cap | 70.32 | 48.73 |
| Large Cap | 6.41 | 13.42 |
| Small Cap | 12.31 | 20.75 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 3.87 | 2 |
| Financial Services | 27.05 | 36.24 |
| Basic Materials | 10.98 | 0.05 |
| Technology | 4.75 | 12.62 |
| Healthcare | 6.74 | 7.16 |
| Real Estate | 4.57 | 0 |
| Energy | 1.96 | - |
| Consumer Cyclical | 15.85 | 12.8 |
| Industrials | 13.3 | 22.68 |
| Communication Services | 1.72 | 1.87 |
| Consumer Defensive | 4.27 | 4.57 |
| Utilities | 4.93 | 0.02 |
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