Nippon India Growth Fund vs SBI Magnum Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

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

Overview

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Fund	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹23360 Cr	₹42042 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹100
Launch Date	29 Mar 2005	08 Oct 1995
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	10%	69%
Expense Ratio	1.67	1.59
Manager	Pradeep Kesavan	Kinjal Desai
ISIN Code	INF200K01560	INF204K01323
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	Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Month	-1.89%	-2.23%
6 Month	-1.89%	1.21%
1 Year	-4.67%	-1.26%
3 Year	16.17%	23.66%
5 Year	20.51%	24.54%

SIP Return Analysis

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
6 Month	1.02%	0.6%
1 Year	6.98%	14.61%
3 Year	11.45%	19.44%
5 Year	14.75%	21.34%

Rolling Lumpsum Returns

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Year	15.33%	22.64%
3 Year	16.37%	20.87%
5 Year	17.1%	17.69%

Risk Management

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation	11.63%	13.98%
Sharp	0.83%	1.13%
Beta	0.78%	0.96%
Alpha	-2.48%	1.14%

Fund Managers

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Name	Pradeep Kesavan	Kinjal Desai
Total AUM	₹434274 Cr	₹81302 Cr
Funds Managed	43	16
	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

Market Cap

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	9.47	5.34
Mid Cap	67.45	66.45
Large Cap	8.22	17.61
Small Cap	14.86	10.6

Sector Allocation

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	4.5	2.48
Financial Services	25.56	24.63
Basic Materials	11.39	4.87
Technology	2.57	7.05
Healthcare	9.2	11.14
Real Estate	4.84	1.58
Energy	2.07	0.99
Consumer Cyclical	16.83	19.48
Industrials	12.03	15.85
Communication Services	1.58	2.97
Consumer Defensive	4.52	3.4
Utilities	4.93	5.56

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation