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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) | ₹22012 Cr | ₹12501 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 | 2.82% | 3.19% |
| 6 Month | 10.56% | 22.51% |
| 1 Year | -6.5% | -0.25% |
| 3 Year | 14.79% | 22.77% |
| 5 Year | 24.59% | 25.67% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.02% | 5.36% |
| 1 Year | 1.59% | 14.63% |
| 3 Year | 12.96% | 22.94% |
| 5 Year | 16.65% | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.86% | 20.64% |
| 3 Year | 16.51% | 18.9% |
| 5 Year | 16.65% | 18.91% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 15.01% |
| Sharp | 0.67% | 0.98% |
| Beta | 0.78% | 0.90% |
| Alpha | -3.22% | 1.38% |
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 | 9.77 | 7.85 |
| Mid Cap | 68.08 | 66.45 |
| Large Cap | 6.73 | 10.82 |
| Small Cap | 15.41 | 14.88 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.52 | 4.8 |
| Financial Services | 25.82 | 19.14 |
| Basic Materials | 13.05 | 10.56 |
| Technology | 3.46 | 5.82 |
| Healthcare | 9.48 | 11.81 |
| Real Estate | 4.49 | 3.59 |
| Energy | 1.28 | 1.85 |
| Consumer Cyclical | 17.55 | 18 |
| Industrials | 11.05 | 14.64 |
| Communication Services | 1.54 | 2.2 |
| Consumer Defensive | 4.14 | 5.19 |
| Utilities | 2.62 | 2.41 |
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