SBI Magnum Midcap Fund vs HSBC Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Fund | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21177 Cr | ₹10753 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 Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | 3.06% | 5.01% |
6 Month | -2.69% | -8.69% |
1 Year | 2.28% | 4.75% |
3 Year | 22.58% | 27.19% |
5 Year | 30.38% | 27.01% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 6.87% | 11.72% |
1 Year | 4.81% | 6.7% |
3 Year | 17.47% | 24.32% |
5 Year | 20.61% | 22.36% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 16.23% | 16.68% |
3 Year | 16.29% | 16.07% |
5 Year | 16.45% | 16.64% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.63% | 17.037% |
Sharp | 0.98% | 0.65% |
Beta | 0.77% | 0.902% |
Alpha | -1.56% | -0.791% |
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Fund Managers
Scheme Name | SBI Magnum 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 Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 5.29 | 0.86 |
Mid Cap | 71.59 | 66.65 |
Small Cap | 15.29 | 12.46 |
Large Cap | 7.83 | 20.03 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 5.29 | 0.86 |
Finance | 12.6 | - |
Cement & Cement Products | 7.2 | - |
IT - Services | 1.98 | - |
Capital Markets | 2.08 | - |
Healthcare Services | 4.37 | - |
Insurance | 0.53 | - |
Banks | 4.35 | - |
Leisure Services | 3.77 | - |
Pharmaceuticals & Biotechnology | 8.9 | - |
Auto Components | 9.49 | - |
Realty | 3.99 | - |
Petroleum Products | 1.32 | - |
Industrial Products | 5.65 | - |
Telecom - Services | 1.9 | - |
Consumer Durables | 4.76 | - |
Electrical Equipment | 1.84 | - |
Fertilizers & Agrochemicals | 1.71 | - |
Personal Products | 3.47 | - |
Retailing | 1.36 | - |
Food Products | 0.93 | - |
IT - Software | 2.81 | - |
Industrial Manufacturing | 2.09 | - |
Textiles & Apparels | 4.25 | - |
Power | 3.36 | - |
Financial Services | - | 20.07 |
Consumer Cyclical | - | 14.07 |
Technology | - | 15.4 |
Healthcare | - | 8.52 |
Industrials | - | 27.34 |
Basic Materials | - | 1.96 |
Real Estate | - | 4.66 |
Utilities | - | 4.66 |
Consumer Defensive | - | 2.39 |
Communication Services | - | 0.06 |
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