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Bandhan Midcap Fund Regular vs SBI Magnum Midcap Fund compare

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tortoise-icon Bandhan Midcap Fund Regular - Growth

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tortoise-icon SBI Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1818 Cr ₹22012 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 4.51% 3.52%
6 Month 23.66% 10.39%
1 Year -1.88% -6.06%
3 Year 21.38% 15.04%
5 Year - 24.86%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth SBI Midcap Fund - Regular Plan - Growth
6 Month 7.06% 0.02%
1 Year 15.63% 1.59%
3 Year 20.93% 12.96%
5 Year - 16.65%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth SBI Midcap Fund - Regular Plan - Growth
1 Year 35.64% 15.86%
3 Year - 16.51%
5 Year - 16.65%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth SBI Midcap Fund - Regular Plan - Growth
Standard Deviation 16.05% 11.63%
Sharp 0.79% 0.67%
Beta 0.91% 0.78%
Alpha -0.64% -3.22%

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 7.17 9.77
Mid Cap 66.07 68.08
Large Cap 16.57 6.73
Small Cap 10.19 15.41

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

SBI Midcap Fund - Regular Plan - Growth

Others 2.34 5.52
Industrials 19.49 11.05
Consumer Cyclical 22.09 17.55
Healthcare 14.31 9.48
Basic Materials 9.01 13.05
Technology 10.08 3.46
Financial Services 14.69 25.82
Consumer Defensive 1.57 4.14
Communication Services 1.65 1.54
Real Estate 3.55 4.49
Utilities 1.22 2.62
Energy - 1.28

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