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) | ₹22209 Cr | ₹39329 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 | 3.04% | 3.08% |
| 6 Month | 4.02% | 10.79% |
| 1 Year | -0.98% | 5.46% |
| 3 Year | 16.28% | 25.13% |
| 5 Year | 25.12% | 29.56% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | -1.31% | 0.31% |
| 1 Year | 0.64% | 10.01% |
| 3 Year | 10.73% | 19.81% |
| 5 Year | 14.68% | 21.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 15.53% | 21.4% |
| 3 Year | 16.37% | 19.53% |
| 5 Year | 16.75% | 18.57% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.17% | 15.48% |
| Sharp | 0.72% | 1.12% |
| Beta | 0.78% | 0.96% |
| Alpha | -3.13% | 1.83% |
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 | 11.51 | 5.36 |
| Mid Cap | 65.05 | 65.52 |
| Large Cap | 6.8 | 18.12 |
| Small Cap | 16.64 | 11 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 6.32 | 3.08 |
| Financial Services | 25.65 | 23.64 |
| Basic Materials | 11.85 | 5.14 |
| Technology | 3.65 | 6.2 |
| Healthcare | 8.66 | 11.49 |
| Real Estate | 4.48 | 1.43 |
| Energy | 1.5 | 0.97 |
| Consumer Cyclical | 18.1 | 20.38 |
| Industrials | 11.3 | 16.25 |
| Communication Services | 1.54 | 2.93 |
| Consumer Defensive | 4.37 | 2.85 |
| Utilities | 2.58 | 5.65 |
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