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SBI Magnum Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹84855 Cr | ₹22209 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 Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.21% | 3.04% |
| 6 Month | 12.98% | 4.02% |
| 1 Year | 7.61% | -0.98% |
| 3 Year | 25.9% | 16.28% |
| 5 Year | 29.74% | 25.12% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.33% | -0.48% |
| 1 Year | 16.79% | 3.34% |
| 3 Year | 22.25% | 12.39% |
| 5 Year | 24.03% | 15.97% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.73% | 15.53% |
| 3 Year | 20.43% | 16.37% |
| 5 Year | 19.73% | 16.75% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.79% | 11.63% |
| Sharp | 1.24% | 0.68% |
| Beta | 0.84% | 0.78% |
| Alpha | 4.00% | -3.57% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Mid-Cap Fund - Growth Plan | SBI Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.91 | 11.51 |
| Mid Cap | 62.44 | 65.05 |
| Large Cap | 7.87 | 6.8 |
| Small Cap | 18.77 | 16.64 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.37 | 6.32 |
| Basic Materials | 5.54 | 11.85 |
| Consumer Defensive | 5.67 | 4.37 |
| Consumer Cyclical | 17.92 | 18.1 |
| Financial Services | 24.7 | 25.65 |
| Industrials | 10.55 | 11.3 |
| Communication Services | 2.73 | 1.54 |
| Healthcare | 12.55 | 8.66 |
| Technology | 9.82 | 3.65 |
| Energy | 2.9 | 1.5 |
| Utilities | 1.24 | 2.58 |
| Real Estate | - | 4.48 |
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