PGIM India Midcap Opportunities Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21177 Cr | ₹10460 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Mar 2005 | 02 Dec 2013 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 10% | 82% |
Expense Ratio | 1.67 | 1.7 |
Manager | Pradeep Kesavan | Puneet Pal |
ISIN Code | INF200K01560 | INF663L01DZ4 |
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 | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.31% | 2.82% |
6 Month | -4.95% | -4.23% |
1 Year | 6.05% | 6.96% |
3 Year | 16.67% | 13.04% |
5 Year | 30.31% | 29.06% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.49% | 0.1% |
1 Year | -4.46% | -5.39% |
3 Year | 16.53% | 12.37% |
5 Year | 20.91% | 17.11% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.74% | 13.25% |
3 Year | 15.93% | 15.7% |
5 Year | 16.06% | 17.72% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.63% | 14.939% |
Sharp | 0.68% | 0.286% |
Beta | 0.78% | 0.785% |
Alpha | -0.5% | -6.035% |
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Fund Managers
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Puneet Pal |
Total AUM | ₹434274 Cr | ₹20950 Cr |
Funds Managed | 43 | 19 |
SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.45 | 4.78 |
Mid Cap | 66.19 | 66.5 |
Small Cap | 17.47 | 8.93 |
Large Cap | 7.89 | 19.8 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.45 | 3.74 |
Financial Services | 20.17 | 17.01 |
Basic Materials | 10.46 | 9.01 |
Technology | 3.88 | 10.7 |
Healthcare | 13.48 | 13.94 |
Consumer Cyclical | 19.9 | 17.88 |
Real Estate | 3.23 | 1.72 |
Energy | 1.14 | - |
Industrials | 11.71 | 19.05 |
Communication Services | 1.67 | 2.94 |
Consumer Defensive | 2.85 | 3.24 |
Utilities | 3.06 | 0.77 |
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