Canara Robeco Mid Cap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹23360 Cr | ₹3988 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Mar 2005 | 02 Dec 2022 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 10% | 18% |
| Expense Ratio | 1.67 | 1.96 |
| Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
| ISIN Code | INF200K01560 | INF760K01KL5 |
| Exits Load | 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 | Canara Robeco Mid Cap 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 | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -2.35% | -2.79% |
| 6 Month | -1.21% | 0.77% |
| 1 Year | -3.92% | 0.18% |
| 3 Year | 16.04% | 19.59% |
| 5 Year | 20.4% | - |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.02% | -0.02% |
| 1 Year | 6.98% | 16.06% |
| 3 Year | 11.45% | 17.17% |
| 5 Year | 14.75% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.28% | 32.85% |
| 3 Year | 16.32% | - |
| 5 Year | 17.15% | - |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | - |
| Sharp | 0.83% | - |
| Beta | 0.78% | - |
| Alpha | -2.48% | - |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Shridatta Bhandwaldar |
| Total AUM | ₹434274 Cr | ₹69491 Cr |
| Funds Managed | 43 | 12 |
| SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 10.96 | 8.58 |
| Mid Cap | 70.32 | 70.93 |
| Large Cap | 6.41 | 14.55 |
| Small Cap | 12.31 | 5.95 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 3.87 | 4 |
| Financial Services | 27.05 | 16.92 |
| Basic Materials | 10.98 | 10.03 |
| Technology | 4.75 | 14.68 |
| Healthcare | 6.74 | 6.88 |
| Real Estate | 4.57 | 5.58 |
| Energy | 1.96 | - |
| Consumer Cyclical | 15.85 | 19.24 |
| Industrials | 13.3 | 16.48 |
| Communication Services | 1.72 | 2.61 |
| Consumer Defensive | 4.27 | 0.67 |
| Utilities | 4.93 | 2.9 |
Top Comparisons
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.76%
DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth
3Y Returns29.7%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.01%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.1%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns9.1%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.83%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns14.4%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns14.83%