PGIM India Midcap Opportunities Fund vs SBI Magnum Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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PGIM India Midcap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹23036 Cr	₹11581 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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Month	-0.33%	-1.83%
6 Month	-0.46%	1.74%
1 Year	-2.25%	-0.36%
3 Year	15.69%	11.81%
5 Year	21.32%	19.89%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
6 Month	2.41%	-
1 Year	8.77%	10.72%
3 Year	12.75%	12.93%
5 Year	15.85%	13.94%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Year	15.33%	11.34%
3 Year	16.37%	14.86%
5 Year	17.1%	18.53%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Standard Deviation	11.63%	13.73%
Sharp	0.78%	0.51%
Beta	0.78%	0.80%
Alpha	-3.01%	-5.83%

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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	4.51	8.54
Mid Cap	67.53	65.72
Large Cap	13.72	14.8
Small Cap	14.24	10.95

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	4.51	3.41
Finance	13.66	-
Cement & Cement Products	7.78	-
IT - Services	1.79	-
Consumer Durables	4.19	-
Pharmaceuticals & Biotechnology	7.6	-
Banks	7.15	-
Realty	4.83	-
Petroleum Products	2.07	-
Retailing	3.18	-
Auto Components	8.16	-
Capital Markets	0.99	-
Industrial Products	5.54	-
Telecom - Services	1.58	-
Electrical Equipment	4.43	-
Personal Products	3.08	-
Insurance	3.75	-
Food Products	1.44	-
Fertilizers & Agrochemicals	0.62	-
Industrial Manufacturing	2.06	-
Healthcare Services	1.6	-
Textiles & Apparels	3.11	-
Leisure Services	1.95	-
Power	4.93	-
Industrials	-	19.73
Financial Services	-	19.52
Communication Services	-	3.1
Basic Materials	-	10.72
Consumer Cyclical	-	16.21
Healthcare	-	13.61
Technology	-	7.67
Consumer Defensive	-	2.25
Real Estate	-	2.82
Utilities	-	0.96