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SBI Magnum Midcap Fund vs Edelweiss Mid Cap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹22012 Cr | ₹11297 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Mar 2005 | 26 Dec 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | 43% |
| Expense Ratio | 1.67 | 1.73 |
| Manager | Pradeep Kesavan | Trideep Bhattacharya |
| ISIN Code | INF200K01560 | INF843K01013 |
| 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.75% | -0.37% |
| 6 Month | 5.67% | 16.13% |
| 1 Year | -6.91% | -1.3% |
| 3 Year | 15.63% | 24.73% |
| 5 Year | 25.05% | 29.07% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.96% | 2.25% |
| 1 Year | 2.11% | 14.17% |
| 3 Year | 11.88% | 23.21% |
| 5 Year | 15.66% | 22.96% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.53% | 15.38% |
| 3 Year | 16.37% | 21.06% |
| 5 Year | 16.75% | 20.55% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 15.52% |
| Sharp | 0.68% | 1.03% |
| Beta | 0.78% | 0.92% |
| Alpha | -3.57% | 1.68% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Trideep Bhattacharya |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 9 |
| SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.77 | 7.65 |
| Mid Cap | 68.08 | 69.75 |
| Large Cap | 6.73 | 8.59 |
| Small Cap | 15.41 | 14.01 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.52 | 3.18 |
| Financial Services | 25.82 | 23.96 |
| Basic Materials | 13.05 | 10.37 |
| Technology | 3.46 | 10.99 |
| Healthcare | 9.48 | 10.66 |
| Real Estate | 4.49 | 2.78 |
| Energy | 1.28 | 1.96 |
| Consumer Cyclical | 17.55 | 15.14 |
| Industrials | 11.05 | 13.73 |
| Communication Services | 1.54 | 1.38 |
| Consumer Defensive | 4.14 | 5.25 |
| Utilities | 2.62 | 0.59 |
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