Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Magnum Midcap Fund vs HSBC Midcap Fund compare

Link copied to clipboard!

tortoise-icon SBI Midcap Fund - Regular Plan - Growth

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

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) ₹22546 Cr ₹11845 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 -4.03% 1.17%
6 Month 7.77% 19.64%
1 Year -3.05% 2.11%
3 Year 16.11% 24.07%
5 Year 25.82% 24.27%

SIP Return Analysis

Scheme Name SBI Midcap Fund - Regular Plan - Growth HSBC Midcap Fund - Regular Growth
6 Month -1.34% 7.9%
1 Year -5.12% 8.14%
3 Year 11.97% 22.43%
5 Year 16.58% 21.14%

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 0.89% 0.99%
Beta 0.78% 0.96%
Alpha -2.52% -0.07%

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 8.69 7.03
Mid Cap 70.43 63.52
Large Cap 6.75 15.83
Small Cap 14.13 13.61

Sector Allocation

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 5.06 1.04
Financial Services 25.19 26.49
Basic Materials 11.77 1.05
Technology 4.75 11.22
Healthcare 9.95 11.24
Consumer Cyclical 17.47 13.81
Real Estate 4.48 0.1
Energy 1.39 -
Industrials 11.51 27.87
Communication Services 1.61 1.65
Consumer Defensive 4.09 4.17
Utilities 2.73 1.37

Top Comparisons

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns21.21%

VS

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns24.03%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns16.3%

VS

Aditya Birla Sun Life Consumption Fund-Growth Option Aditya Birla Sun Life Consumption Fund-Growth Option

3Y Returns15.5%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns11.37%

VS

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns10.82%

Compare Now

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns16.62%

VS

DSP Income Plus Arbitrage Fund of Fund - Reg - Growth DSP Income Plus Arbitrage Fund of Fund - Reg - Growth

3Y Returns9.24%

Compare Now
Add to Cart Successfully