Nippon India Growth Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
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) | ₹23315 Cr | ₹42124 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 | -3.28% | -1.54% |
| 6 Month | -2.34% | - |
| 1 Year | 1.27% | 11.19% |
| 3 Year | 17% | 25.28% |
| 5 Year | 19.41% | 24.03% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | -3.53% | -3.88% |
| 1 Year | -4.98% | 0.16% |
| 3 Year | 6.81% | 14.38% |
| 5 Year | 12.29% | 18.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 15.18% | 22.42% |
| 3 Year | 16.41% | 20.98% |
| 5 Year | 17.27% | 17.75% |
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 | 0.87% | 1.17% |
| Beta | 0.78% | 0.96% |
| Alpha | -2.2% | 1.27% |
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 | 10.7 | 6.11 |
| Large Cap | 8.37 | 17.29 |
| Mid Cap | 69.39 | 66.24 |
| Small Cap | 11.55 | 10.36 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 4.83 | 2.24 |
| Industrials | 13.99 | 15.57 |
| Financial Services | 24.99 | 25.26 |
| Basic Materials | 10.99 | 4.87 |
| Technology | 4.67 | 6.64 |
| Healthcare | 6.5 | 10.96 |
| Real Estate | 4.64 | 1.41 |
| Energy | 2.14 | 1.02 |
| Consumer Cyclical | 15.03 | 19.34 |
| Utilities | 6.27 | 5.74 |
| Communication Services | 1.8 | 3.43 |
| Consumer Defensive | 4.15 | 3.52 |
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