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 | 4.85% | 9.73% |
6 Month | 2.08% | -1.02% |
1 Year | 9.26% | 9.1% |
3 Year | 21.36% | 25.92% |
5 Year | 32.44% | 28.02% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 4.67% | 5.45% |
1 Year | 2.46% | 0.62% |
3 Year | 18.12% | 23.86% |
5 Year | 21.37% | 22.15% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 16.74% | 17.31% |
3 Year | 15.93% | 15.78% |
5 Year | 16.06% | 16.4% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.63% | 17.037% |
Sharp | 0.73% | 0.65% |
Beta | 0.78% | 0.902% |
Alpha | -1.7% | -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 | 7.95 | 0.86 |
Mid Cap | 67.59 | 66.65 |
Small Cap | 16.75 | 12.46 |
Large Cap | 7.71 | 20.03 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 7.95 | 0.86 |
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 | - |
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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