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SBI Magnum Midcap Fund vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon SBI Magnum Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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