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) | ₹1858 Cr | ₹22209 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 | -0.12% | 1.14% |
| 6 Month | 11.94% | 3.1% |
| 1 Year | 1.3% | -2.45% |
| 3 Year | 20.43% | 15.24% |
| 5 Year | - | 24.36% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.72% | 0.29% |
| 1 Year | 13.85% | 4.48% |
| 3 Year | 18.1% | 11.78% |
| 5 Year | - | 15.18% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 31.9% | 15.53% |
| 3 Year | 20.57% | 16.37% |
| 5 Year | - | 16.75% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.06% | 13.17% |
| Sharp | 0.86% | 0.72% |
| Beta | 0.94% | 0.78% |
| Alpha | -1.41% | -3.13% |
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 | 7.26 | 11.51 |
| Mid Cap | 65.58 | 65.05 |
| Large Cap | 16.37 | 6.8 |
| Small Cap | 10.78 | 16.64 |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
SBI Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.33 | 6.32 |
| Industrials | 16.66 | 11.3 |
| Consumer Cyclical | 21.58 | 18.1 |
| Healthcare | 15.45 | 8.66 |
| Basic Materials | 8.26 | 11.85 |
| Technology | 12.35 | 3.65 |
| Financial Services | 15.75 | 25.65 |
| Consumer Defensive | 1.35 | 4.37 |
| Communication Services | 1.7 | 1.54 |
| Real Estate | 3.41 | 4.48 |
| Utilities | 1.15 | 2.58 |
| Energy | - | 1.5 |
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