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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) | ₹23036 Cr | ₹6271 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 | 2.79% | 2.15% |
| 6 Month | 1.77% | 6.2% |
| 1 Year | 3.88% | 7.29% |
| 3 Year | 17.28% | 20.79% |
| 5 Year | 24.04% | 23.44% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 1.35% | 1.2% |
| 1 Year | 7.19% | 13.52% |
| 3 Year | 12.71% | 17.16% |
| 5 Year | 15.76% | 17.5% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 15.45% | 19.44% |
| 3 Year | 16.32% | 18.54% |
| 5 Year | 17.01% | 15.76% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.87% |
| Sharp | 0.78% | 0.88% |
| Beta | 0.78% | 0.94% |
| Alpha | -3.01% | -2.37% |
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 | 9.47 | 9.57 |
| Mid Cap | 67.45 | 65.3 |
| Large Cap | 8.22 | 4.01 |
| Small Cap | 14.86 | 21.12 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 4.5 | 2.63 |
| Financial Services | 25.56 | 22.08 |
| Basic Materials | 11.39 | 15.62 |
| Technology | 2.57 | 11.4 |
| Healthcare | 9.2 | 8.26 |
| Real Estate | 4.84 | 5.18 |
| Energy | 2.07 | - |
| Consumer Cyclical | 16.83 | 17.67 |
| Industrials | 12.03 | 10.99 |
| Communication Services | 1.58 | 1.1 |
| Consumer Defensive | 4.52 | 2.75 |
| Utilities | 4.93 | 2.31 |
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