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) | ₹23036 Cr | ₹41268 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 | 0.95% | 0.36% |
| 6 Month | 1.14% | 5.71% |
| 1 Year | 0.93% | 5.27% |
| 3 Year | 16.36% | 24.01% |
| 5 Year | 21.98% | 26.33% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 2.41% | 2.6% |
| 1 Year | 8.77% | 16.29% |
| 3 Year | 12.75% | 21.16% |
| 5 Year | 15.85% | 22.63% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 15.36% | 22.72% |
| 3 Year | 16.36% | 20.85% |
| 5 Year | 17.07% | 17.68% |
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 | 0.78% | 1.17% |
| Beta | 0.78% | 0.96% |
| Alpha | -3.01% | 1.69% |
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 | 9.47 | 5.34 |
| Mid Cap | 67.45 | 66.45 |
| Large Cap | 8.22 | 17.61 |
| Small Cap | 14.86 | 10.6 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 4.5 | 2.48 |
| Financial Services | 25.56 | 24.63 |
| Basic Materials | 11.39 | 4.87 |
| Technology | 2.57 | 7.05 |
| Healthcare | 9.2 | 11.14 |
| Real Estate | 4.84 | 1.58 |
| Energy | 2.07 | 0.99 |
| Consumer Cyclical | 16.83 | 19.48 |
| Industrials | 12.03 | 15.85 |
| Communication Services | 1.58 | 2.97 |
| Consumer Defensive | 4.52 | 3.4 |
| Utilities | 4.93 | 5.56 |
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