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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) | ₹23360 Cr | ₹6278 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 | -2.49% | -2.03% |
| 6 Month | -1.5% | 0.96% |
| 1 Year | -4.12% | -0.06% |
| 3 Year | 16.12% | 19.9% |
| 5 Year | 20.43% | 20.41% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 1.02% | 1.17% |
| 1 Year | 6.98% | 14.19% |
| 3 Year | 11.45% | 16.16% |
| 5 Year | 14.75% | 16.82% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 15.33% | 19.39% |
| 3 Year | 16.37% | 18.58% |
| 5 Year | 17.1% | 15.8% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.87% |
| Sharp | 0.83% | 0.88% |
| Beta | 0.78% | 0.94% |
| Alpha | -2.48% | -2.36% |
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 | 10.96 | 10.13 |
| Mid Cap | 70.32 | 63.88 |
| Large Cap | 6.41 | 4.82 |
| Small Cap | 12.31 | 21.18 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 3.87 | 1.14 |
| Financial Services | 27.05 | 23.76 |
| Basic Materials | 10.98 | 15.09 |
| Technology | 4.75 | 12.81 |
| Healthcare | 6.74 | 7.68 |
| Real Estate | 4.57 | 5.73 |
| Energy | 1.96 | - |
| Consumer Cyclical | 15.85 | 17.5 |
| Industrials | 13.3 | 11.87 |
| Communication Services | 1.72 | 1.06 |
| Consumer Defensive | 4.27 | 1.06 |
| Utilities | 4.93 | 2.3 |
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