- 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) | ₹23360 Cr | ₹13345 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 | -0.49% | -1.06% |
| 6 Month | -0.88% | 4.9% |
| 1 Year | -2.88% | 1.03% |
| 3 Year | 16.12% | 23.05% |
| 5 Year | 21.15% | 23.4% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.02% | 1.95% |
| 1 Year | 6.98% | 17.69% |
| 3 Year | 11.45% | 20.39% |
| 5 Year | 14.75% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.33% | 20.09% |
| 3 Year | 16.37% | 19.42% |
| 5 Year | 17.1% | 19.06% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.14% | 15.07% |
| Sharp | 0.76% | 1.09% |
| Beta | 0.78% | 0.93% |
| Alpha | -2.61% | 1.46% |
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 | 9.47 | 9.45 |
| Mid Cap | 67.45 | 67.27 |
| Large Cap | 8.22 | 10.28 |
| Small Cap | 14.86 | 13.01 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.5 | 6.72 |
| Financial Services | 25.56 | 20.32 |
| Basic Materials | 11.39 | 9.54 |
| Technology | 2.57 | 5.69 |
| Healthcare | 9.2 | 10.39 |
| Real Estate | 4.84 | 3.78 |
| Energy | 2.07 | 2.21 |
| Consumer Cyclical | 16.83 | 16.05 |
| Industrials | 12.03 | 14.56 |
| Communication Services | 1.58 | 2.21 |
| Consumer Defensive | 4.52 | 6.08 |
| Utilities | 4.93 | 2.46 |
Top Comparisons
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns24.3%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.58%
HDFC Infrastructure Fund - Growth Plan
3Y Returns23.69%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns23.02%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
3Y Returns0%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.61%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.74%
