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SBI Magnum Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
SBI Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹73510 Cr | ₹21177 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2007 | 29 Mar 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 14.6% | 10% |
| Expense Ratio | 1.39 | 1.67 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179K01CR2 | INF200K01560 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.42% | 2.31% |
| 6 Month | -4.71% | -4.95% |
| 1 Year | 8.69% | 6.05% |
| 3 Year | 24.4% | 16.67% |
| 5 Year | 32.24% | 30.31% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.25% | 0.49% |
| 1 Year | -4.53% | -4.46% |
| 3 Year | 23.07% | 16.53% |
| 5 Year | 25.47% | 20.91% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.63% | 16.74% |
| 3 Year | 19.73% | 15.93% |
| 5 Year | 19.19% | 16.06% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.301% | 11.63% |
| Sharp | 1.022% | 0.68% |
| Beta | 0.855% | 0.78% |
| Alpha | 4.384% | -0.5% |
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Fund Managers
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.07 | 8.45 |
| Mid Cap | 65.07 | 66.19 |
| Large Cap | 5.88 | 7.89 |
| Small Cap | 20.98 | 17.47 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.07 | 8.45 |
| Basic Materials | 6.21 | 10.46 |
| Consumer Defensive | 4.23 | 2.85 |
| Consumer Cyclical | 17.51 | 19.9 |
| Financial Services | 24.44 | 20.17 |
| Healthcare | 11.93 | 13.48 |
| Industrials | 10.38 | 11.71 |
| Communication Services | 3.05 | 1.67 |
| Energy | 2.69 | 1.14 |
| Utilities | 1.37 | 3.06 |
| Technology | 10.11 | 3.88 |
| Real Estate | - | 3.23 |
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