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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) | ₹22012 Cr | ₹11326 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 | 0.03% | -0.7% |
| 6 Month | 7.49% | 17.59% |
| 1 Year | -5.61% | 0.29% |
| 3 Year | 15.36% | 13.33% |
| 5 Year | 25.04% | 23.51% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.96% | 2.05% |
| 1 Year | 2.11% | 13.84% |
| 3 Year | 11.88% | 14.35% |
| 5 Year | 15.66% | 15.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.53% | 11.87% |
| 3 Year | 16.37% | 15.39% |
| 5 Year | 16.75% | 18.35% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.71% |
| Sharp | 0.68% | 0.47% |
| Beta | 0.78% | 0.78% |
| Alpha | -3.57% | -5.71% |
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 | 9.77 | 8.54 |
| Mid Cap | 68.08 | 66.88 |
| Large Cap | 6.73 | 14.26 |
| Small Cap | 15.41 | 10.32 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.52 | 4.07 |
| Financial Services | 25.82 | 17.71 |
| Basic Materials | 13.05 | 10.6 |
| Technology | 3.46 | 7.79 |
| Healthcare | 9.48 | 14.02 |
| Real Estate | 4.49 | 2.56 |
| Energy | 1.28 | - |
| Consumer Cyclical | 17.55 | 18.02 |
| Industrials | 11.05 | 19.18 |
| Communication Services | 1.54 | 2.87 |
| Consumer Defensive | 4.14 | 2.27 |
| Utilities | 2.62 | 0.91 |
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