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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) | ₹22546 Cr | ₹11027 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 | -4% | -0.39% |
| 6 Month | 8.68% | 17.56% |
| 1 Year | -4.02% | 4.71% |
| 3 Year | 16.18% | 25.06% |
| 5 Year | 25.39% | 29.23% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.34% | 5.11% |
| 1 Year | -5.12% | 7.67% |
| 3 Year | 11.97% | 23.9% |
| 5 Year | 16.58% | 23.85% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.86% | 15.68% |
| 3 Year | 16.51% | 20.86% |
| 5 Year | 16.65% | 20.48% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 15.64% |
| Sharp | 0.89% | 1.14% |
| Beta | 0.78% | 0.92% |
| Alpha | -2.52% | 1.71% |
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 | 8.69 | 9 |
| Mid Cap | 70.43 | 69.82 |
| Large Cap | 6.75 | 7.98 |
| Small Cap | 14.13 | 13.21 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.06 | 4.28 |
| Financial Services | 25.19 | 23.52 |
| Basic Materials | 11.77 | 10.81 |
| Technology | 4.75 | 10.31 |
| Healthcare | 9.95 | 10.73 |
| Consumer Cyclical | 17.47 | 14.37 |
| Real Estate | 4.48 | 2.94 |
| Energy | 1.39 | 2.26 |
| Industrials | 11.51 | 13.44 |
| Communication Services | 1.61 | 1.49 |
| Consumer Defensive | 4.09 | 5.2 |
| Utilities | 2.73 | 0.65 |
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