Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Growth Fund vs SBI Magnum Midcap Fund compare

Link copied to clipboard!

tortoise-icon SBI Midcap Fund - Regular Plan - Growth

Invest Now

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

Invest Now

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) ₹22546 Cr ₹38581 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 -3.67% 0.72%
6 Month 7.79% 16.16%
1 Year -3.51% 4.19%
3 Year 16.24% 25.65%
5 Year 25.8% 29.15%

SIP Return Analysis

Scheme Name SBI Midcap Fund - Regular Plan - Growth Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
6 Month -1.34% 5.58%
1 Year -5.12% 8.45%
3 Year 11.97% 22.88%
5 Year 16.58% 23.97%

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% 15.51%
Sharp 0.89% 1.19%
Beta 0.78% 0.93%
Alpha -2.52% 2.20%

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 8.69 3.4
Mid Cap 70.43 66.5
Large Cap 6.75 18.27
Small Cap 14.13 11.83

Sector Allocation

Scheme Name

SBI Midcap Fund - Regular Plan - Growth

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

Others 5.06 1.34
Financial Services 25.19 24.2
Basic Materials 11.77 5.41
Technology 4.75 6.59
Healthcare 9.95 11.74
Consumer Cyclical 17.47 20.56
Real Estate 4.48 1.57
Energy 1.39 0.93
Industrials 11.51 15.66
Communication Services 1.61 3.17
Consumer Defensive 4.09 3.09
Utilities 2.73 5.73

Top Comparisons

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns7.81%

VS

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns6.23%

Compare Now

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns18.21%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns18.17%

Compare Now

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.18%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns10.44%

Compare Now

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns6.99%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns7.11%

Compare Now
Add to Cart Successfully