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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) | ₹22012 Cr | ₹5970 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 | 3.52% | 3.32% |
| 6 Month | 10.39% | 19.46% |
| 1 Year | -6.06% | -3.76% |
| 3 Year | 15.04% | 18.92% |
| 5 Year | 24.86% | 23.96% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 0.02% | 4.04% |
| 1 Year | 1.59% | 11.78% |
| 3 Year | 12.96% | 18.72% |
| 5 Year | 16.65% | 18.79% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 15.86% | 20.02% |
| 3 Year | 16.51% | 18.45% |
| 5 Year | 16.65% | 15.6% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.63% | 13.87% |
| Sharp | 0.67% | 0.76% |
| Beta | 0.78% | 0.94% |
| Alpha | -3.22% | -2.6% |
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 | 9.77 | 8.89 |
| Mid Cap | 68.08 | 67.51 |
| Large Cap | 6.73 | 3.93 |
| Small Cap | 15.41 | 19.68 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 5.52 | 3.2 |
| Financial Services | 25.82 | 20.03 |
| Basic Materials | 13.05 | 16.23 |
| Technology | 3.46 | 11.14 |
| Healthcare | 9.48 | 11.97 |
| Real Estate | 4.49 | 3.82 |
| Energy | 1.28 | - |
| Consumer Cyclical | 17.55 | 16.18 |
| Industrials | 11.05 | 11.16 |
| Communication Services | 1.54 | 1.14 |
| Consumer Defensive | 4.14 | 2.86 |
| Utilities | 2.62 | 2.26 |
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