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DSP Midcap Fund vs SBI Magnum Midcap Fund compare

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tortoise-icon SBI Midcap Fund - Regular Plan - Growth

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tortoise-icon DSP Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth
Fund SBI Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹22546 Cr ₹19331 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 Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth
1 Month -5.83% -2.63%
6 Month 6.04% 14.74%
1 Year -3.15% 0.14%
3 Year 15.32% 17.91%
5 Year 25.73% 19.78%

SIP Return Analysis

Scheme Name SBI Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth
6 Month -1.34% 5.12%
1 Year -5.12% 5.57%
3 Year 11.97% 17.47%
5 Year 16.58% 16.24%

Rolling Lumpsum Returns

Scheme Name SBI Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth
1 Year 15.86% 12.99%
3 Year 16.51% 16.58%
5 Year 16.65% 16.55%

Risk Management

Scheme Name SBI Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth
Standard Deviation 11.63% 14.37%
Sharp 0.89% 0.86%
Beta 0.78% 0.98%
Alpha -2.52% -4.05%

Fund Managers

Scheme Name SBI 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 Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

DSP Midcap Fund - Regular Plan - Growth

Others 8.69 10.64
Mid Cap 70.43 62.5
Large Cap 6.75 11.01
Small Cap 14.13 15.84

Sector Allocation

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

DSP Midcap Fund - Regular Plan - Growth

Others 5.06 5.65
Financial Services 25.19 15.46
Basic Materials 11.77 15.9
Technology 4.75 10.49
Healthcare 9.95 11.16
Consumer Cyclical 17.47 17.69
Real Estate 4.48 2.02
Energy 1.39 2.76
Industrials 11.51 13.66
Communication Services 1.61 1.73
Consumer Defensive 4.09 2.67
Utilities 2.73 0.81

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