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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) | ₹22209 Cr | ₹11937 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 | 0.5% | 0.18% |
| 6 Month | 0.8% | 12.72% |
| 1 Year | -2.85% | 2.56% |
| 3 Year | 16.07% | 24.7% |
| 5 Year | 24.72% | 23.63% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.48% | 3.09% |
| 1 Year | 3.34% | 16.13% |
| 3 Year | 12.39% | 22.2% |
| 5 Year | 15.97% | 21.11% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.53% | 16.13% |
| 3 Year | 16.37% | 16.52% |
| 5 Year | 16.75% | 16.98% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.63% | 16.82% |
| Sharp | 0.68% | 0.95% |
| Beta | 0.78% | 0.97% |
| Alpha | -3.57% | 0.82% |
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 | 11.51 | 8.6 |
| Mid Cap | 65.05 | 61.19 |
| Large Cap | 6.8 | 13.97 |
| Small Cap | 16.64 | 16.24 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 6.32 | 1.31 |
| Financial Services | 25.65 | 28.34 |
| Basic Materials | 11.85 | 0.69 |
| Technology | 3.65 | 13.63 |
| Healthcare | 8.66 | 8.5 |
| Real Estate | 4.48 | 0.03 |
| Energy | 1.5 | - |
| Consumer Cyclical | 18.1 | 14.56 |
| Industrials | 11.3 | 26.31 |
| Communication Services | 1.54 | 1.47 |
| Consumer Defensive | 4.37 | 5.06 |
| Utilities | 2.58 | 0.1 |
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