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) | ₹22209 Cr | ₹3538 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 | 3.04% | 3.16% |
| 6 Month | 4.02% | 14.87% |
| 1 Year | -0.98% | 7.18% |
| 3 Year | 16.28% | - |
| 5 Year | 25.12% | - |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -1.31% | 0.3% |
| 1 Year | 0.64% | 13.18% |
| 3 Year | 10.73% | - |
| 5 Year | 14.68% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.53% | 32.85% |
| 3 Year | 16.37% | - |
| 5 Year | 16.75% | - |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.17% | - |
| Sharp | 0.72% | - |
| Beta | 0.78% | - |
| Alpha | -3.13% | - |
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 | 11.51 | 7.35 |
| Mid Cap | 65.05 | 74.19 |
| Large Cap | 6.8 | 12.12 |
| Small Cap | 16.64 | 6.34 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 6.32 | 3.75 |
| Financial Services | 25.65 | 16.67 |
| Basic Materials | 11.85 | 8.95 |
| Technology | 3.65 | 14.01 |
| Healthcare | 8.66 | 8.07 |
| Real Estate | 4.48 | 4.41 |
| Energy | 1.5 | - |
| Consumer Cyclical | 18.1 | 21.74 |
| Industrials | 11.3 | 16.22 |
| Communication Services | 1.54 | 2.85 |
| Consumer Defensive | 4.37 | - |
| Utilities | 2.58 | 3.33 |
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