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) | ₹23269 Cr | ₹39066 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 | -3.37% | -1.45% |
6 Month | 3.7% | 11.18% |
1 Year | -2.65% | 1.95% |
3 Year | 17.81% | 26.71% |
5 Year | 27.42% | 31.25% |
SIP Return Analysis
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 3.86% | 8.01% |
1 Year | 2.95% | 11.13% |
3 Year | 15.9% | 25.17% |
5 Year | 19.23% | 25.57% |
Rolling Lumpsum Returns
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 16.23% | 21.99% |
3 Year | 16.29% | 19.31% |
5 Year | 16.45% | 18.45% |
Risk Management
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 11.63% | 15.85% |
Sharp | 1.19% | 1.42% |
Beta | 0.78% | 0.92% |
Alpha | -1.85% | 2.57% |
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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 | 7.51 | 3.63 |
Mid Cap | 71.67 | 65.62 |
Large Cap | 5.73 | 18.39 |
Small Cap | 15.1 | 12.36 |
Sector Allocation
Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 5.9 | 2.26 |
Financial Services | 22.88 | 24.66 |
Basic Materials | 11.19 | 5.36 |
Technology | 4.74 | 6.57 |
Healthcare | 12.18 | 11.3 |
Consumer Cyclical | 17.16 | 20.68 |
Real Estate | 4.2 | 1.58 |
Energy | 1.41 | 0.74 |
Industrials | 11.49 | 14.74 |
Communication Services | 1.81 | 3.47 |
Consumer Defensive | 4.06 | 2.83 |
Utilities | 2.96 | 5.8 |
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