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PGIM India Midcap Opportunities Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹23315 Cr | ₹11266 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 Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.74% | -6.34% |
| 6 Month | -6.68% | -9.05% |
| 1 Year | -1.54% | 0.48% |
| 3 Year | 16.03% | 11.55% |
| 5 Year | 18.44% | 16.1% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.53% | -7.94% |
| 1 Year | -4.98% | -8.98% |
| 3 Year | 6.81% | 5.6% |
| 5 Year | 12.29% | 9.41% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.18% | 11.13% |
| 3 Year | 16.41% | 14.63% |
| 5 Year | 17.27% | 18.56% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.18% |
| Sharp | 0.87% | 0.58% |
| Beta | 0.78% | 0.79% |
| Alpha | -2.2% | -5.83% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Puneet Pal |
| Total AUM | ₹434274 Cr | ₹20950 Cr |
| Funds Managed | 43 | 19 |
| SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.7 | 13.51 |
| Large Cap | 8.37 | 11.77 |
| Mid Cap | 69.39 | 64.29 |
| Small Cap | 11.55 | 10.43 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.83 | 4.17 |
| Industrials | 13.99 | 16.04 |
| Financial Services | 24.99 | 24.25 |
| Basic Materials | 10.99 | 9.63 |
| Technology | 4.67 | 8.45 |
| Healthcare | 6.5 | 11.75 |
| Real Estate | 4.64 | 3.28 |
| Energy | 2.14 | - |
| Consumer Cyclical | 15.03 | 15.06 |
| Utilities | 6.27 | 0.98 |
| Communication Services | 1.8 | 3.26 |
| Consumer Defensive | 4.15 | 3.13 |
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