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SBI Magnum Midcap Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon SBI Midcap Fund - Regular Plan - Growth

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tortoise-icon Edelweiss Mid Cap 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 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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