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SBI Magnum Midcap Fund vs HSBC 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) | ₹23315 Cr | ₹12440 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 | -4.74% | -6.13% |
| 6 Month | -6.68% | -3.17% |
| 1 Year | -1.54% | 5.27% |
| 3 Year | 16.03% | 22.69% |
| 5 Year | 18.44% | 18.89% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -3.53% | -4.55% |
| 1 Year | -4.98% | 2.19% |
| 3 Year | 6.81% | 14.33% |
| 5 Year | 12.29% | 17.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.18% | 15.62% |
| 3 Year | 16.41% | 16.9% |
| 5 Year | 17.27% | 17.22% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.63% | 12.61% |
| Sharp | 0.87% | 1.06% |
| Beta | 0.78% | 0.98% |
| Alpha | -2.2% | 0.75% |
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 | 10.7 | 21.7 |
| Large Cap | 8.37 | 11.48 |
| Mid Cap | 69.39 | 46.29 |
| Small Cap | 11.55 | 20.54 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 4.83 | 1.39 |
| Industrials | 13.99 | 22.52 |
| Financial Services | 24.99 | 37.86 |
| Basic Materials | 10.99 | 0.04 |
| Technology | 4.67 | 11.37 |
| Healthcare | 6.5 | 6.83 |
| Real Estate | 4.64 | 0 |
| Energy | 2.14 | - |
| Consumer Cyclical | 15.03 | 13.09 |
| Utilities | 6.27 | 0.02 |
| Communication Services | 1.8 | 2.31 |
| Consumer Defensive | 4.15 | 4.56 |
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