Aditya Birla Sun Life MidCap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | 2.8% | 4.04% |
6 Month | 2.58% | 3.29% |
1 Year | 2.93% | 5.79% |
3 Year | 23.04% | 23.65% |
5 Year | 29.43% | 27.56% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 8.86% | 12.1% |
1 Year | 8.98% | 12.03% |
3 Year | 18.87% | 22.37% |
5 Year | 21.28% | 21.62% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 11.63% | 16.24% |
Sharp | 0.98% | 0.83% |
Beta | 0.77% | 0.89% |
Alpha | -1.56% | -2.87% |
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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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