DSP Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹22406 Cr | ₹18712 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Mar 2005 | 14 Nov 2006 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 10% | 22% |
Expense Ratio | 1.67 | 1.68 |
Manager | Pradeep Kesavan | Vinit Sambre |
ISIN Code | INF200K01560 | INF740K01128 |
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 | DSP 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 | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.8% | 3.53% |
6 Month | 2.58% | 0.95% |
1 Year | 2.93% | 4.58% |
3 Year | 23.04% | 23.4% |
5 Year | 29.43% | 22.18% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.86% | 12.24% |
1 Year | 8.98% | 11.3% |
3 Year | 18.87% | 21.45% |
5 Year | 21.28% | 18.67% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.23% | 13.25% |
3 Year | 16.29% | 16.48% |
5 Year | 16.45% | 16.47% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.63% | 14.37% |
Sharp | 0.98% | 0.81% |
Beta | 0.77% | 0.98% |
Alpha | -1.56% | -5.22% |
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Fund Managers
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Vinit Sambre |
Total AUM | ₹434274 Cr | ₹31142 Cr |
Funds Managed | 43 | 3 |
SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.29 | 6.59 |
Mid Cap | 71.59 | 67.01 |
Small Cap | 15.29 | 15.58 |
Large Cap | 7.83 | 10.82 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.29 | 6.59 |
Finance | 12.6 | 4.05 |
Cement & Cement Products | 7.2 | 2.26 |
IT - Services | 1.98 | 0.86 |
Capital Markets | 2.08 | 2.09 |
Healthcare Services | 4.37 | 2.58 |
Insurance | 0.53 | 3.29 |
Banks | 4.35 | 5.69 |
Leisure Services | 3.77 | 1.9 |
Pharmaceuticals & Biotechnology | 8.9 | 8.74 |
Auto Components | 9.49 | 10.49 |
Realty | 3.99 | 2.46 |
Petroleum Products | 1.32 | 1.86 |
Industrial Products | 5.65 | 8.09 |
Telecom - Services | 1.9 | 1.84 |
Consumer Durables | 4.76 | 4.67 |
Electrical Equipment | 1.84 | 0.55 |
Fertilizers & Agrochemicals | 1.71 | 4.34 |
Personal Products | 3.47 | 1.68 |
Retailing | 1.36 | 1.09 |
Food Products | 0.93 | 1.29 |
IT - Software | 2.81 | 7.53 |
Industrial Manufacturing | 2.09 | - |
Textiles & Apparels | 4.25 | 2.45 |
Power | 3.36 | - |
Agricultural, Commercial & Construction Vehicles | - | 0.6 |
Chemicals & Petrochemicals | - | 4.96 |
Transport Services | - | 0.9 |
Gas | - | 1.61 |
Automobiles | - | 1.46 |
Oil | - | 1.16 |
Construction | - | 1.39 |
Ferrous Metals | - | 1.53 |
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