SBI Magnum Midcap Fund vs HSBC Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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HSBC Midcap Fund - Regular Growth

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Chart Comparison

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

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)	₹22209 Cr	₹11937 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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
1 Month	1.49%	-0.6%
6 Month	4.2%	13.99%
1 Year	-2.84%	-0.26%
3 Year	15.33%	23.72%
5 Year	24.37%	22.98%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
6 Month	1.5%	3.79%
1 Year	6.05%	17.73%
3 Year	12.74%	22.01%
5 Year	15.84%	20.9%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
1 Year	15.53%	16.13%
3 Year	16.37%	16.52%
5 Year	16.75%	16.98%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Standard Deviation	11.63%	16.83%
Sharp	0.68%	1.00%
Beta	0.78%	0.98%
Alpha	-3.57%	1.07%

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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Others	6.33	8.6
Mid Cap	66.05	61.19
Large Cap	11.56	13.97
Small Cap	16.06	16.24

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Others	6.33	1.31
Finance	13.24	-
Cement & Cement Products	8.29	-
IT - Services	1.85	-
Consumer Durables	5.12	-
Capital Markets	2	-
Pharmaceuticals & Biotechnology	7.07	-
Banks	6.65	-
Realty	4.47	-
Petroleum Products	1.5	-
Retailing	3.2	-
Auto Components	8.29	-
Industrial Products	5.32	-
Telecom - Services	1.54	-
Electrical Equipment	3.86	-
Personal Products	3.28	-
Insurance	3.76	-
Food Products	1.09	-
Fertilizers & Agrochemicals	0.63	-
IT - Software	0.94	-
Industrial Manufacturing	2.11	-
Healthcare Services	1.59	-
Textiles & Apparels	3.2	-
Leisure Services	2.09	-
Power	2.58	-
Financial Services	-	28.34
Consumer Cyclical	-	14.56
Technology	-	13.63
Healthcare	-	8.5
Basic Materials	-	0.69
Industrials	-	26.31
Real Estate	-	0.03
Utilities	-	0.1
Consumer Defensive	-	5.06
Communication Services	-	1.47