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) | ₹1794 Cr | ₹22546 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 | -0.63% | -5.83% |
6 Month | 16.5% | 6.04% |
1 Year | 1% | -3.15% |
3 Year | - | 15.32% |
5 Year | - | 25.73% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.25% | -0.31% |
1 Year | 5.58% | -5.78% |
3 Year | - | 11.72% |
5 Year | - | 16.51% |
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 | - | 11.63% |
Sharp | - | 0.89% |
Beta | - | 0.78% |
Alpha | - | -2.52% |
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 | 7.61 | 8.69 |
Mid Cap | 66.81 | 70.43 |
Large Cap | 15.79 | 6.75 |
Small Cap | 9.78 | 14.13 |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
SBI Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.22 | 5.06 |
Industrials | 19.64 | 11.51 |
Consumer Cyclical | 21.4 | 17.47 |
Technology | 9.53 | 4.75 |
Healthcare | 13.23 | 9.95 |
Basic Materials | 9.65 | 11.77 |
Financial Services | 14.59 | 25.19 |
Communication Services | 1.73 | 1.61 |
Consumer Defensive | 1.48 | 4.09 |
Real Estate | 4.21 | 4.48 |
Utilities | 1.33 | 2.73 |
Energy | - | 1.39 |
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