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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) | ₹23315 Cr | ₹13650 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 | -3.28% | -1.9% |
| 6 Month | -2.34% | 2.1% |
| 1 Year | 1.27% | 11.5% |
| 3 Year | 17% | 26.34% |
| 5 Year | 19.41% | 24.08% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.53% | -3.07% |
| 1 Year | -4.98% | 2.55% |
| 3 Year | 6.81% | 16.56% |
| 5 Year | 12.29% | 19.42% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.18% | 14.91% |
| 3 Year | 16.41% | 21.6% |
| 5 Year | 17.27% | 20.79% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.78% |
| Sharp | 0.87% | 1.21% |
| Beta | 0.78% | 0.94% |
| Alpha | -2.2% | 2.33% |
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 | 10.7 | 9.83 |
| Large Cap | 8.37 | 8.41 |
| Mid Cap | 69.39 | 71.13 |
| Small Cap | 11.55 | 10.64 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.83 | 2.22 |
| Industrials | 13.99 | 13.36 |
| Financial Services | 24.99 | 29.72 |
| Basic Materials | 10.99 | 9.89 |
| Technology | 4.67 | 9.35 |
| Healthcare | 6.5 | 8.08 |
| Real Estate | 4.64 | 2.85 |
| Energy | 2.14 | 2.24 |
| Consumer Cyclical | 15.03 | 14.55 |
| Utilities | 6.27 | 0.55 |
| Communication Services | 1.8 | 2.39 |
| Consumer Defensive | 4.15 | 4.81 |
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