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) | ₹22012 Cr | ₹38386 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 | 3.52% | 3.15% |
6 Month | 10.39% | 22.15% |
1 Year | -6.06% | 0.45% |
3 Year | 15.04% | 24.42% |
5 Year | 24.86% | 28.78% |
SIP Return Analysis
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 0.02% | 4.78% |
1 Year | 1.59% | 14.61% |
3 Year | 12.96% | 23.28% |
5 Year | 16.65% | 23.95% |
Rolling Lumpsum Returns
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 15.86% | 21.67% |
3 Year | 16.51% | 19.44% |
5 Year | 16.65% | 18.51% |
Risk Management
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 11.63% | 15.50% |
Sharp | 0.67% | 1.03% |
Beta | 0.78% | 0.93% |
Alpha | -3.22% | 2.21% |
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 | 9.77 | 4.86 |
Mid Cap | 68.08 | 66 |
Large Cap | 6.73 | 17.97 |
Small Cap | 15.41 | 11.18 |
Sector Allocation
Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 5.52 | 2.47 |
Financial Services | 25.82 | 23.44 |
Basic Materials | 13.05 | 5.29 |
Technology | 3.46 | 6.76 |
Healthcare | 9.48 | 11.62 |
Real Estate | 4.49 | 1.52 |
Energy | 1.28 | 0.84 |
Consumer Cyclical | 17.55 | 20.82 |
Industrials | 11.05 | 15.74 |
Communication Services | 1.54 | 3.01 |
Consumer Defensive | 4.14 | 2.96 |
Utilities | 2.62 | 5.54 |
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