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) | ₹22012 Cr | ₹3176 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 | 2.1% | 2.16% |
6 Month | 9.79% | 25.14% |
1 Year | -7.09% | 0.4% |
3 Year | 13.72% | - |
5 Year | 24.62% | - |
SIP Return Analysis
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 0.02% | 7.29% |
1 Year | 1.59% | 20.26% |
3 Year | 12.96% | - |
5 Year | 16.65% | - |
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 | 0.67% | - |
Beta | 0.78% | - |
Alpha | -3.22% | - |
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 | 8.69 | 6.8 |
Mid Cap | 70.43 | 73.39 |
Large Cap | 6.75 | 13 |
Small Cap | 14.13 | 6.81 |
Sector Allocation
Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 5.06 | 4.11 |
Financial Services | 25.19 | 17.5 |
Basic Materials | 11.77 | 7.98 |
Technology | 4.75 | 12.4 |
Healthcare | 9.95 | 8.53 |
Consumer Cyclical | 17.47 | 22.1 |
Real Estate | 4.48 | 4.91 |
Energy | 1.39 | - |
Industrials | 11.51 | 16.36 |
Communication Services | 1.61 | 2.57 |
Consumer Defensive | 4.09 | - |
Utilities | 2.73 | 3.52 |
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