Bandhan Midcap Fund Regular vs SBI Magnum Midcap Fund compare
Bandhan Midcap Fund Regular - Growth
SBI Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1957 Cr | ₹23036 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2022 | 29 Mar 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | % | 10% |
| Expense Ratio | 2.1 | 1.67 |
| Manager | Harshal Joshi | Pradeep Kesavan |
| ISIN Code | INF194KB1DM6 | INF200K01560 |
| Exits Load | Bandhan Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.84% | -0.76% |
| 6 Month | -0.35% | -2.61% |
| 1 Year | -5.35% | -3.39% |
| 3 Year | 19.26% | 15.43% |
| 5 Year | - | 20.69% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.05% | 1.46% |
| 1 Year | 11.5% | 6.71% |
| 3 Year | 16.25% | 11.57% |
| 5 Year | - | 14.89% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 31.9% | 15.33% |
| 3 Year | 20.57% | 16.37% |
| 5 Year | - | 17.1% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.04% | 11.63% |
| Sharp | 0.87% | 0.83% |
| Beta | 0.94% | 0.78% |
| Alpha | -1.22% | -2.48% |
Fund Managers
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harshal Joshi | Pradeep Kesavan |
| Total AUM | ₹42965 Cr | ₹434274 Cr |
| Funds Managed | 20 | 43 |
| Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.8 | 9.47 |
| Mid Cap | 65.42 | 67.45 |
| Large Cap | 15.67 | 8.22 |
| Small Cap | 11.11 | 14.86 |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.4 | 4.5 |
| Industrials | 16.21 | 12.03 |
| Consumer Cyclical | 19.82 | 16.83 |
| Healthcare | 14.87 | 9.2 |
| Basic Materials | 8.62 | 11.39 |
| Technology | 13.42 | 2.57 |
| Financial Services | 16.97 | 25.56 |
| Consumer Defensive | 0.96 | 4.52 |
| Communication Services | 1.8 | 1.58 |
| Real Estate | 3.74 | 4.84 |
| Utilities | 1.18 | 4.93 |
| Energy | - | 2.07 |
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