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

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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 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) ₹22209 Cr ₹39329 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 3.8% 3.08%
6 Month 4.02% 10.79%
1 Year -0.98% 5.46%
3 Year 16.28% 25.13%
5 Year 25.12% 29.56%

SIP Return Analysis

Scheme Name SBI Midcap Fund - Regular Plan - Growth Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
6 Month -1.76% 0.23%
1 Year -0.05% 9.97%
3 Year 10.36% 19.66%
5 Year 14.57% 21.75%

Rolling Lumpsum Returns

Scheme Name SBI Midcap Fund - Regular Plan - Growth Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Year 15.53% 21.4%
3 Year 16.37% 19.53%
5 Year 16.75% 18.57%

Risk Management

Scheme Name SBI Midcap Fund - Regular Plan - Growth Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation 11.63% 15.48%
Sharp 0.68% 1.12%
Beta 0.78% 0.96%
Alpha -3.57% 1.83%

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 11.51 5.36
Mid Cap 65.05 65.52
Large Cap 6.8 18.12
Small Cap 16.64 11

Sector Allocation

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

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

Others 6.32 3.08
Financial Services 25.65 23.64
Basic Materials 11.85 5.14
Technology 3.65 6.2
Healthcare 8.66 11.49
Real Estate 4.48 1.43
Energy 1.5 0.97
Consumer Cyclical 18.1 20.38
Industrials 11.3 16.25
Communication Services 1.54 2.93
Consumer Defensive 4.37 2.85
Utilities 2.58 5.65

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