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 | 8% | 4.88% |
6 Month | 1.84% | 1.53% |
1 Year | 13.38% | 9.82% |
3 Year | 30.6% | 21.63% |
5 Year | 34.47% | 32.31% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.23% | -0.28% |
1 Year | -5.28% | -6.29% |
3 Year | 21.15% | 14.75% |
5 Year | 24.16% | 19.54% |
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% | 0.73% |
Beta | 0.855% | 0.78% |
Alpha | 4.384% | -1.7% |
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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 | 7.95 |
Mid Cap | 65.07 | 67.59 |
Large Cap | 5.88 | 7.71 |
Small Cap | 20.98 | 16.75 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.07 | 7.95 |
Basic Materials | 6.21 | - |
Consumer Defensive | 4.23 | - |
Consumer Cyclical | 17.51 | - |
Financial Services | 24.44 | - |
Healthcare | 11.93 | - |
Industrials | 10.38 | - |
Communication Services | 3.05 | - |
Energy | 2.69 | - |
Utilities | 1.37 | - |
Technology | 10.11 | - |
Finance | - | 12.6 |
Cement & Cement Products | - | 7.31 |
IT - Services | - | 2.15 |
Capital Markets | - | 1.97 |
Healthcare Services | - | 4.64 |
Insurance | - | 0.32 |
Banks | - | 4.33 |
Leisure Services | - | 3.71 |
Pharmaceuticals & Biotechnology | - | 9.08 |
Auto Components | - | 9.09 |
Realty | - | 3.39 |
Petroleum Products | - | 1.29 |
Industrial Products | - | 6.23 |
Telecom - Services | - | 1.6 |
Consumer Durables | - | 5.04 |
Electrical Equipment | - | 2.1 |
Fertilizers & Agrochemicals | - | 1.61 |
Personal Products | - | 1.65 |
Retailing | - | 1.29 |
Food Products | - | 1.02 |
IT - Software | - | 1.62 |
Industrial Manufacturing | - | 2.1 |
Textiles & Apparels | - | 4.56 |
Power | - | 3.35 |
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