SBI Magnum Midcap Fund vs Nippon India Growth Fund compare
SBI Midcap Fund - Regular Plan - Growth
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹23360 Cr | ₹42042 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Mar 2005 | 08 Oct 1995 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | 69% |
| Expense Ratio | 1.67 | 1.59 |
| Manager | Pradeep Kesavan | Kinjal Desai |
| ISIN Code | INF200K01560 | INF204K01323 |
| 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 | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | -2.35% | -2.52% |
| 6 Month | -1.21% | 1.74% |
| 1 Year | -3.92% | -0.1% |
| 3 Year | 16.04% | 23.47% |
| 5 Year | 20.4% | 24.39% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 1.02% | 0.6% |
| 1 Year | 6.98% | 14.61% |
| 3 Year | 11.45% | 19.44% |
| 5 Year | 14.75% | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 15.28% | 22.56% |
| 3 Year | 16.32% | 20.89% |
| 5 Year | 17.15% | 17.71% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.98% |
| Sharp | 0.83% | 1.13% |
| Beta | 0.78% | 0.96% |
| Alpha | -2.48% | 1.14% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Kinjal Desai |
| Total AUM | ₹434274 Cr | ₹81302 Cr |
| Funds Managed | 43 | 16 |
| SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 10.96 | 5.05 |
| Mid Cap | 70.32 | 66.96 |
| Large Cap | 6.41 | 17.52 |
| Small Cap | 12.31 | 10.48 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 3.87 | 1.92 |
| Financial Services | 27.05 | 25.28 |
| Basic Materials | 10.98 | 4.63 |
| Technology | 4.75 | 7.03 |
| Healthcare | 6.74 | 11.41 |
| Real Estate | 4.57 | 1.49 |
| Energy | 1.96 | 0.93 |
| Consumer Cyclical | 15.85 | 19.43 |
| Industrials | 13.3 | 15.62 |
| Communication Services | 1.72 | 3.3 |
| Consumer Defensive | 4.27 | 3.44 |
| Utilities | 4.93 | 5.51 |
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