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) | ₹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
3Y Returns7.81%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.23%
ICICI Prudential Flexicap Fund - Growth
3Y Returns18.21%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns18.17%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns10.44%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.99%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.11%