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 Risk | Very High Risk |
Asset Size (Cr) | ₹21177 Cr | ₹17762 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 | -6.26% | -8.93% |
6 Month | -8.66% | -12.73% |
1 Year | 7.96% | 7.28% |
3 Year | 16.8% | 13.71% |
5 Year | 22.3% | 15.57% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 2.17% | -1.62% |
3 Year | 19.02% | 18.68% |
5 Year | 23.72% | 18.1% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.74% | 13.63% |
3 Year | 15.93% | 16.56% |
5 Year | 16.06% | 16.41% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.63% | 14.37% |
Sharp | 0.77% | 0.48% |
Beta | 0.75% | 0.96% |
Alpha | -0.3% | -5.55% |
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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 |
Fund Manage | 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 | 5.97 | 4.37 |
Mid Cap | 69.16 | 68.85 |
Small Cap | 18.54 | 18.44 |
Large Cap | 6.33 | 8.34 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.97 | 4.37 |
Finance | 12.12 | 3.81 |
Cement & Cement Products | 2.15 | 2.46 |
IT - Services | 2.31 | 1.23 |
Capital Markets | 2.77 | 2.08 |
Healthcare Services | 4.05 | 1.34 |
Insurance | 0.68 | 3.01 |
Banks | 4.27 | 6.57 |
Leisure Services | 4.23 | 2.1 |
Pharmaceuticals & Biotechnology | 7.24 | 7.63 |
Auto Components | 9.08 | 10.9 |
Realty | 3.96 | 2.45 |
Petroleum Products | 1.33 | 1.41 |
Chemicals & Petrochemicals | 0.04 | 5.93 |
Industrial Products | 6.96 | 8.55 |
Telecom - Services | 1.59 | - |
Consumer Durables | 8.63 | 4.8 |
Electrical Equipment | 2.76 | 3.59 |
Fertilizers & Agrochemicals | 3.57 | 4.24 |
Personal Products | 1.5 | 1.75 |
Retailing | 2.54 | - |
Food Products | 0.45 | 1.44 |
IT - Software | 1.42 | 7.7 |
Industrial Manufacturing | 1.82 | - |
Textiles & Apparels | 4.56 | 2.17 |
Power | 4 | - |
Agricultural, Commercial & Construction Vehicles | - | 0.55 |
Transport Services | - | 1.05 |
Gas | - | 2.08 |
Automobiles | - | 2.66 |
Oil | - | 1.23 |
Construction | - | 1.9 |
Ferrous Metals | - | 1 |
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