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 | 4.85% | 5.97% |
6 Month | 2.08% | 2.69% |
1 Year | 9.26% | 10.83% |
3 Year | 21.36% | 17.34% |
5 Year | 32.44% | 31.01% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.67% | 5.36% |
1 Year | 2.46% | 3.34% |
3 Year | 18.12% | 14.77% |
5 Year | 21.37% | 17.94% |
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 | 0.73% | 0.286% |
Beta | 0.78% | 0.785% |
Alpha | -1.7% | -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 | 7.95 | 4.78 |
Mid Cap | 67.59 | 66.5 |
Small Cap | 16.75 | 8.93 |
Large Cap | 7.71 | 19.8 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.95 | 3.74 |
Finance | 12.6 | - |
Cement & Cement Products | 7.31 | - |
IT - Services | 2.15 | - |
Capital Markets | 1.97 | - |
Healthcare Services | 4.64 | - |
Insurance | 0.32 | - |
Banks | 4.33 | - |
Leisure Services | 3.71 | - |
Pharmaceuticals & Biotechnology | 9.08 | - |
Auto Components | 9.09 | - |
Realty | 3.39 | - |
Petroleum Products | 1.29 | - |
Industrial Products | 6.23 | - |
Telecom - Services | 1.6 | - |
Consumer Durables | 5.04 | - |
Electrical Equipment | 2.1 | - |
Fertilizers & Agrochemicals | 1.61 | - |
Personal Products | 1.65 | - |
Retailing | 1.29 | - |
Food Products | 1.02 | - |
IT - Software | 1.62 | - |
Industrial Manufacturing | 2.1 | - |
Textiles & Apparels | 4.56 | - |
Power | 3.35 | - |
Industrials | - | 19.05 |
Financial Services | - | 17.01 |
Technology | - | 10.7 |
Consumer Cyclical | - | 17.88 |
Healthcare | - | 13.94 |
Basic Materials | - | 9.01 |
Consumer Defensive | - | 3.24 |
Real Estate | - | 1.72 |
Communication Services | - | 2.94 |
Utilities | - | 0.77 |
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