ITI Mid Cap Fund Regular vs SBI Magnum Midcap Fund compare
ITI Mid Cap Fund Regular - Growth
SBI Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1095 Cr | ₹21177 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Mar 2021 | 29 Mar 2005 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | % | 10% |
Expense Ratio | 2.06 | 1.67 |
Manager | Rohan Korde | Pradeep Kesavan |
ISIN Code | INF00XX01895 | INF200K01560 |
Exits Load | ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.77% | 4.28% |
6 Month | -8.48% | -5.98% |
1 Year | 3.2% | 8.4% |
3 Year | 23.43% | 18.55% |
5 Year | - | 31.51% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.84% | -0.28% |
1 Year | -13.62% | -6.29% |
3 Year | 18.78% | 14.75% |
5 Year | - | 19.54% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.59% | 16.74% |
3 Year | 23.23% | 15.93% |
5 Year | - | 16.06% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.396% | 11.63% |
Sharp | 0.922% | 0.73% |
Beta | 0.903% | 0.78% |
Alpha | 0.547% | -1.7% |
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Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Rohan Korde | Pradeep Kesavan |
Total AUM | ₹4626 Cr | ₹434274 Cr |
Funds Managed | 10 | 43 |
ITI Mid Cap Fund Regular - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.19 | 7.95 |
Mid Cap | 67.18 | 67.59 |
Small Cap | 18.11 | 16.75 |
Large Cap | 7.52 | 7.71 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.54 | 7.95 |
Utilities | 2.37 | - |
Technology | 16.29 | - |
Industrials | 20.88 | - |
Financial Services | 19.06 | - |
Healthcare | 12.55 | - |
Consumer Cyclical | 9.91 | - |
Basic Materials | 5.77 | - |
Energy | 1.88 | - |
Real Estate | 2.04 | - |
Communication Services | 1.44 | - |
Consumer Defensive | 2.29 | - |
Finance | - | 12.6 |
Cement & Cement Products | - | 7.31 |
IT - Services | - | 2.15 |
Capital Markets | - | 1.97 |
Healthcare Services | - | 4.64 |
Insurance | - | 0.32 |
Banks | - | 4.33 |
Leisure Services | - | 3.71 |
Pharmaceuticals & Biotechnology | - | 9.08 |
Auto Components | - | 9.09 |
Realty | - | 3.39 |
Petroleum Products | - | 1.29 |
Industrial Products | - | 6.23 |
Telecom - Services | - | 1.6 |
Consumer Durables | - | 5.04 |
Electrical Equipment | - | 2.1 |
Fertilizers & Agrochemicals | - | 1.61 |
Personal Products | - | 1.65 |
Retailing | - | 1.29 |
Food Products | - | 1.02 |
IT - Software | - | 1.62 |
Industrial Manufacturing | - | 2.1 |
Textiles & Apparels | - | 4.56 |
Power | - | 3.35 |
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