Aditya Birla Sun Life MidCap Fund vs SBI Magnum Midcap Fund compare

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SBI Magnum Midcap Fund - Regular Plan - Growth

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Aditya Birla Sun Life MidCap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Fund	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹22406 Cr	₹5922 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	29 Mar 2005	03 Oct 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	10%	16%
Expense Ratio	1.67	1.87
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01560	INF209K01363
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	Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
1 Month	0.25%	2.7%
6 Month	-0.7%	1.47%
1 Year	0.26%	4.12%
3 Year	23.06%	23.84%
5 Year	28.61%	27.17%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
6 Month	4.14%	8.22%
1 Year	1.48%	6.53%
3 Year	16.72%	20.85%
5 Year	20.22%	20.96%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
1 Year	16.23%	20.52%
3 Year	16.29%	18.28%
5 Year	16.45%	15.51%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation	11.63%	13.87%
Sharp	0.98%	0.87%
Beta	0.77%	0.91%
Alpha	-1.56%	-3.72%

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Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Funds Managed	43	55
	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Others	5.29	2.41
Mid Cap	71.59	68.22
Small Cap	15.29	17.72
Large Cap	7.83	11.49

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Aditya Birla Sun Life MidCap Fund-Growth
Others	5.29	2.41
Finance	12.6	10.86
Cement & Cement Products	7.2	1.99
IT - Services	1.98	0.51
Capital Markets	2.08	1.76
Healthcare Services	4.37	4.67
Insurance	0.53	2.83
Banks	4.35	7.72
Leisure Services	3.77	2.42
Pharmaceuticals & Biotechnology	8.9	7.4
Auto Components	9.49	5.78
Realty	3.99	3.81
Petroleum Products	1.32	-
Industrial Products	5.65	8.01
Telecom - Services	1.9	-
Consumer Durables	4.76	4.2
Electrical Equipment	1.84	2.29
Fertilizers & Agrochemicals	1.71	2.05
Personal Products	3.47	-
Retailing	1.36	2.65
Food Products	0.93	-
IT - Software	2.81	5.33
Industrial Manufacturing	2.09	-
Textiles & Apparels	4.25	3.62
Power	3.36	3
Chemicals & Petrochemicals	-	5.46
Paper, Forest & Jute Products	-	0.82
Transport Services	-	0.78
Diversified Metals	-	0.83
Construction	-	0.15
Automobiles	-	0.95
Minerals & Mining	-	1.82
Beverages	-	3.27
Transport Infrastructure	-	0.69
Ferrous Metals	-	1.76