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) | ₹23269 Cr | ₹3154 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 | -3.51% | -1.84% |
6 Month | 2.29% | 11.11% |
1 Year | -3.69% | -0.52% |
3 Year | 17.73% | - |
5 Year | 27.28% | - |
SIP Return Analysis
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 3.86% | 10.51% |
1 Year | 2.95% | 14.93% |
3 Year | 15.9% | - |
5 Year | 19.23% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 15.86% | 34.55% |
3 Year | 16.51% | - |
5 Year | 16.65% | - |
Risk Management
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 11.63% | - |
Sharp | 1.19% | - |
Beta | 0.78% | - |
Alpha | -1.85% | - |
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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 | 7.51 | 5.27 |
Mid Cap | 71.67 | 76.55 |
Large Cap | 5.73 | 11.52 |
Small Cap | 15.1 | 6.65 |
Sector Allocation
Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 5.9 | 3.8 |
Financial Services | 22.88 | 19.95 |
Basic Materials | 11.19 | 8.42 |
Technology | 4.74 | 10.02 |
Healthcare | 12.18 | 8.12 |
Consumer Cyclical | 17.16 | 21.28 |
Real Estate | 4.2 | 5.34 |
Energy | 1.41 | 1.26 |
Industrials | 11.49 | 16.73 |
Communication Services | 1.81 | 1.32 |
Consumer Defensive | 4.06 | 0 |
Utilities | 2.96 | 3.76 |
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