Compare SBI Magnum Mid Cap Direct Plan Growth vs HSBC Midcap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Magnum Mid Cap Direct Plan GrowthEquity
Mid Cap
4.0
HSBC Midcap Fund Direct GrowthEquity
Mid Cap
3.0
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SBI Magnum Mid Cap Direct Plan Growth

(10.2%)

HSBC Midcap Fund Direct Growth

(10.3%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.82%
0.68%
-
NAV
₹260.5 (16-May-2025)
₹418.1 (16-May-2025)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹21,512Cr
₹10,724Cr
-
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
-

Returns

1Y
10.2%
10.3%
-
3Y
22.4%
27.3%
-
5Y
33.6%
29.4%
-

Pros & Cons

Pros
1.1Y, 5Y and 10Y annualised returns higher than category average2.Lower expense ratio: 0.82%
1.Lower expense ratio: 0.68%2.Consistently higher annualised returns than category average for the past 1Y and 3Y
-

Cons
1.3Y annualised returns lower than category average by 2.6%
1.5Y annualised returns lower than category average by 1.73%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Sundaram Finance Ltd.
3.6%
Torrent Power Ltd.
3.4%
Crisil Ltd.
3.3%
Bajaj Finance Ltd.
3.2%
Shree Cement Ltd.
3.1%
Tata Elxsi Ltd.
2.8%
Max Healthcare Institute Ltd.
2.8%
Schaeffler India Ltd.
2.6%
Jubilant FoodWorks Ltd.
2.5%
The Federal Bank Ltd.
2.5%
Name
Assets
BSE Ltd.
4.8%
Dixon Technologies (India) Ltd.
4.7%
Max Healthcare Institute Ltd.
4.5%
Eternal Ltd.
3.8%
Persistent Systems Ltd.
3.6%
Lupin Ltd.
3.4%
Trent Ltd.
3.3%
The Indian Hotels Company Ltd.
3.2%
The Federal Bank Ltd.
3.2%
Hitachi Energy India Ltd.
3.1%
-

Fund Manager

Name
Bhavin Vithlani
Venugopal Manghat
-
Education
Mr. Vithlani is a MMS (Finance)
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
-
Experience
Prior to joining SBI Mutaul Fund, he has worked with Axis Capital Limited and Tower Capital & Securities Private Limited.
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
-

About Fund

Description
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 as per total assets at end of 30th Sep 2017.
-
Launch Date
29 Jun 1987
27 May 2002
-
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-

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