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Mid CapVSLarge Cap
SBI Midcap Fund vs HSBC Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.45%
VS
3Y Return
14.7%
| Parameter | ASBI Midcap Fund - Direct Plan - Growth | BHSBC Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | HSBC Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 264.93 | 497.22 |
| AUM (₹ Cr) | 2.32 Lac Cr | 1.97 Lac Cr |
| Expense Ratio (%) | 1.62% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 14.71 | 11.46 |
| Sharpe Ratio | 0.61 | 0.72 |
| 1 Year Return (%) | 1.71% | -4.02% |
| 3 Year Return (%) | 15.45% | 14.7% |
| 5 Year Return (%) | 16.58% | 12.03% |
| Since Launch (%) | 18.28% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Bhavin Vithlani; Pradeep Kesavan (2.5 years yrs) | Cheenu Gupta (3.5 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | Nifty 50 |
| Top 3 Holdings | Bharat Heavy Electricals Ltd. (3.79%), Torrent Power Ltd. (3.73%), Adani Energy Solutions Ltd. (3.49%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 93.08% | T-Bills: 1.19% | Futures: 0.29% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 33% | 18% |
Why consider SBI Midcap Fund?
- Expense ratio: 1.62%
- 3Y return: 15.45%
- AUM: 2.32 Lac Cr
- Sharpe Ratio: 0.61
Why consider HSBC Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 1.97 Lac Cr
- Sharpe Ratio: 0.72
SIP Calculator – Compare Growth Potential
SBI Midcap Fund
₹1432566.71
@15.4% annual return (3Y)
HSBC Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.