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Aditya Birla Sun Life MidCap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹22209 Cr | ₹6008 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 3.8% | 4.34% |
| 6 Month | 4.02% | 10.02% |
| 1 Year | -0.98% | 1.73% |
| 3 Year | 16.28% | 19.83% |
| 5 Year | 25.12% | 24.55% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | -1.31% | -0.3% |
| 1 Year | 0.64% | 7.36% |
| 3 Year | 10.73% | 15.37% |
| 5 Year | 14.68% | 16.56% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 15.53% | 19.77% |
| 3 Year | 16.37% | 18.44% |
| 5 Year | 16.75% | 15.68% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.87% |
| Sharp | 0.68% | 0.8% |
| Beta | 0.78% | 0.94% |
| Alpha | -3.57% | -2.73% |
Fund Managers
| Scheme Name | SBI 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 Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 11.51 | 8.79 |
| Mid Cap | 65.05 | 65.81 |
| Large Cap | 6.8 | 3.95 |
| Small Cap | 16.64 | 21.45 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 6.32 | 2.88 |
| Financial Services | 25.65 | 20.63 |
| Basic Materials | 11.85 | 16.17 |
| Technology | 3.65 | 11.09 |
| Healthcare | 8.66 | 10.41 |
| Real Estate | 4.48 | 3.76 |
| Energy | 1.5 | - |
| Consumer Cyclical | 18.1 | 17.13 |
| Industrials | 11.3 | 11.8 |
| Communication Services | 1.54 | 1.09 |
| Consumer Defensive | 4.37 | 2.8 |
| Utilities | 2.58 | 2.23 |
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