- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹23269 Cr | ₹12146 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 | -7.11% | -2.75% |
| 6 Month | -1.28% | 6.91% |
| 1 Year | -3.31% | 1.96% |
| 3 Year | 15.49% | 22.74% |
| 5 Year | 25.65% | 24.2% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.95% | 8.78% |
| 1 Year | -2.29% | 6.44% |
| 3 Year | 13.41% | 22.3% |
| 5 Year | 17.58% | 21.12% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.86% | 16.41% |
| 3 Year | 16.51% | 16.42% |
| 5 Year | 16.65% | 16.86% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.63% | 16.82% |
| Sharp | 1.19% | 0.99% |
| Beta | 0.78% | 0.94% |
| Alpha | -1.85% | -0.02% |
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 | 7.51 | 6.37 |
| Mid Cap | 71.67 | 65.44 |
| Large Cap | 5.73 | 14.73 |
| Small Cap | 15.1 | 13.46 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.9 | 2.5 |
| Financial Services | 22.88 | 25.76 |
| Basic Materials | 11.19 | 2.2 |
| Technology | 4.74 | 10.61 |
| Healthcare | 12.18 | 10.81 |
| Consumer Cyclical | 17.16 | 16.63 |
| Real Estate | 4.2 | 0.59 |
| Energy | 1.41 | - |
| Industrials | 11.49 | 24.4 |
| Communication Services | 1.81 | 1.7 |
| Consumer Defensive | 4.06 | 3.98 |
| Utilities | 2.96 | 0.81 |
Top Comparisons
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns21.06%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.7%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns10.91%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns12.94%
Quant BFSI Fund Regular - Growth
3Y Returns0%
