- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
SBI Midcap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹22209 Cr | ₹12585 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Mar 2005 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | 45% |
| Expense Ratio | 1.67 | 1.77 |
| Manager | Pradeep Kesavan | Ratish Varier |
| ISIN Code | INF200K01560 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.04% | 4.53% |
| 6 Month | 4.02% | 12.95% |
| 1 Year | -0.98% | 6.1% |
| 3 Year | 16.28% | 24.2% |
| 5 Year | 25.12% | 27.02% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.31% | 0.7% |
| 1 Year | 0.64% | 10.52% |
| 3 Year | 10.73% | 19.82% |
| 5 Year | 14.68% | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.53% | 20.33% |
| 3 Year | 16.37% | 19.02% |
| 5 Year | 16.75% | 18.97% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.17% | 15.06% |
| Sharp | 0.72% | 1.09% |
| Beta | 0.78% | 0.93% |
| Alpha | -3.13% | 1.50% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Ratish Varier |
| Total AUM | ₹434274 Cr | ₹12102 Cr |
| Funds Managed | 43 | 3 |
| SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 11.51 | 6.89 |
| Mid Cap | 65.05 | 67.99 |
| Large Cap | 6.8 | 10.91 |
| Small Cap | 16.64 | 14.22 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.32 | 3.87 |
| Financial Services | 25.65 | 19.58 |
| Basic Materials | 11.85 | 10.47 |
| Technology | 3.65 | 5.48 |
| Healthcare | 8.66 | 11.72 |
| Real Estate | 4.48 | 3.58 |
| Energy | 1.5 | 2.16 |
| Consumer Cyclical | 18.1 | 17.35 |
| Industrials | 11.3 | 14.8 |
| Communication Services | 1.54 | 2.15 |
| Consumer Defensive | 4.37 | 6.31 |
| Utilities | 2.58 | 2.52 |
Top Comparisons
LIC MF Equity Hybrid Fund-Growth
3Y Returns13.27%
Quant Aggressive Hybrid Fund-Growth
3Y Returns12.09%
ITI Liquid Fund Regular - Growth
3Y Returns6.67%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.94%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns13.55%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.8%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns24.2%
