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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) | ₹23360 Cr | ₹13196 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 | -0.49% | -0.56% |
| 6 Month | -0.88% | 3.49% |
| 1 Year | -2.88% | 0.25% |
| 3 Year | 16.12% | 24.41% |
| 5 Year | 21.15% | 25.58% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.02% | 2.01% |
| 1 Year | 6.98% | 17.19% |
| 3 Year | 11.45% | 21.88% |
| 5 Year | 14.75% | 21.93% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.33% | 15.17% |
| 3 Year | 16.37% | 21.42% |
| 5 Year | 17.1% | 20.72% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.14% | 15.58% |
| Sharp | 0.76% | 1.09% |
| Beta | 0.78% | 0.94% |
| Alpha | -2.61% | 1.92% |
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 | 9.47 | 8.39 |
| Mid Cap | 67.45 | 69.29 |
| Large Cap | 8.22 | 8.88 |
| Small Cap | 14.86 | 13.45 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.5 | 2.4 |
| Financial Services | 25.56 | 25.36 |
| Basic Materials | 11.39 | 10.48 |
| Technology | 2.57 | 11.15 |
| Healthcare | 9.2 | 9.47 |
| Real Estate | 4.84 | 3.25 |
| Energy | 2.07 | 2.52 |
| Consumer Cyclical | 16.83 | 14.43 |
| Industrials | 12.03 | 14.08 |
| Communication Services | 1.58 | 1.92 |
| Consumer Defensive | 4.52 | 4.37 |
| Utilities | 4.93 | 0.57 |
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