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) | ₹23036 Cr | ₹12647 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 | 0.12% | 0.36% |
| 6 Month | -0.17% | 4.33% |
| 1 Year | -1.86% | 1.93% |
| 3 Year | 15.98% | 23.95% |
| 5 Year | 21.42% | 25.69% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.46% | 2.92% |
| 1 Year | 6.71% | 17.4% |
| 3 Year | 11.57% | 22.27% |
| 5 Year | 14.89% | 22.22% |
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 | 11.63% | 15.59% |
| Sharp | 0.83% | 1.08% |
| Beta | 0.78% | 0.94% |
| Alpha | -2.48% | 1.60% |
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 | 4.51 | 8.39 |
| Mid Cap | 67.53 | 69.29 |
| Large Cap | 13.72 | 8.88 |
| Small Cap | 14.24 | 13.45 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.51 | 2.4 |
| 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 | - | 14.08 |
| Consumer Defensive | - | 4.37 |
| Consumer Cyclical | - | 14.43 |
| Healthcare | - | 9.47 |
| Financial Services | - | 25.36 |
| Basic Materials | - | 10.48 |
| Real Estate | - | 3.25 |
| Energy | - | 2.52 |
| Communication Services | - | 1.92 |
| Technology | - | 11.15 |
| Utilities | - | 0.57 |
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