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
3.0
HSBC Midcap Fund Direct GrowthEquity
Mid Cap
3.0
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SBI Magnum Mid Cap Direct Plan Growth

(27.7%)

HSBC Midcap Fund Direct Growth

(47.7%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.79%
0.66%
-
NAV
₹268.0 (10-Dec-2024)
₹466.0 (10-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹22,338Cr
₹12,280Cr
-
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
27.7%
47.7%
-
3Y
20.2%
27.2%
-
5Y
29.2%
27.8%
-

Pros & Cons

Pros
1.5Y and 10Y annualised returns higher than category average2.Lower expense ratio: 0.79%
1.Lower expense ratio: 0.66%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.1Y category rank: 44.Higher alpha: 4.82 
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y and 3Y
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Crisil Ltd.
4.1%
Torrent Power Ltd.
4.0%
Sundaram Finance Ltd.
3.3%
Voltas Ltd.
3.1%
Thermax Ltd.
2.8%
Coromandel International Ltd.
2.7%
K.P.R. Mill Ltd.
2.6%
Max Healthcare Institute Ltd.
2.6%
Bajaj Finance Ltd.
2.6%
The Federal Bank Ltd.
2.6%
Name
Assets
Suzlon Energy Ltd.
5.1%
CG Power and Industrial Solutions Ltd.
4.3%
Trent Ltd.
3.9%
Dixon Technologies (India) Ltd.
3.6%
JSW Energy Ltd.
3.6%
HDFC Asset Management Company Ltd.
3.5%
PB Fintech Ltd.
3.4%
Zomato Ltd.
3.0%
Cummins India Ltd.
2.9%
Godrej Properties Ltd.
2.9%
-

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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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

SBI Magnum Mid Cap Direct Plan Growth

HSBC Midcap Fund Direct Growth

Add a fund

SBI Magnum Mid Cap Direct Plan Growth

HSBC Midcap Fund Direct Growth

1.5Y and 10Y annualised returns higher than category average

2.Lower expense ratio: 0.79%

1.Lower expense ratio: 0.66%

2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

3.1Y category rank: 4

4.Higher alpha: 4.82 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

1.Consistently lower annualised returns than category average for the past 1Y and 3Y

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons