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) | ₹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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