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SBI Magnum Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
SBI Midcap Fund - Regular Plan - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹22546 Cr | ₹4984 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Mar 2005 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 10% | 69.98% |
| Expense Ratio | 1.67 | 1.87 |
| Manager | Pradeep Kesavan | Satish Chandra Mishra |
| ISIN Code | INF200K01560 | INF277K01626 |
| 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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -2.74% | -1.47% |
| 6 Month | 9.3% | 17.25% |
| 1 Year | -6.82% | -5.25% |
| 3 Year | 14.72% | 19.5% |
| 5 Year | 24.34% | 23.32% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.95% | 4.28% |
| 1 Year | -1.97% | 7.71% |
| 3 Year | 13.45% | 18.97% |
| 5 Year | 17.53% | 19.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.86% | 16.58% |
| 3 Year | 16.51% | 17.11% |
| 5 Year | 16.65% | 17.28% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.05% |
| Sharp | 0.89% | 1.05% |
| Beta | 0.78% | 0.9% |
| Alpha | -2.52% | -1.2% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Satish Chandra Mishra |
| Total AUM | ₹434274 Cr | ₹13117 Cr |
| Funds Managed | 43 | 5 |
| SBI Midcap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.69 | 5.6 |
| Mid Cap | 70.43 | 69.81 |
| Large Cap | 6.75 | 8.59 |
| Small Cap | 14.13 | 15.99 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 5.06 | 5.6 |
| Financial Services | 25.19 | 16.26 |
| Basic Materials | 11.77 | 13.11 |
| Technology | 4.75 | 4.09 |
| Healthcare | 9.95 | 14.69 |
| Consumer Cyclical | 17.47 | 13.37 |
| Real Estate | 4.48 | 3.98 |
| Energy | 1.39 | 1.51 |
| Industrials | 11.51 | 19.74 |
| Communication Services | 1.61 | 3.26 |
| Consumer Defensive | 4.09 | 2.39 |
| Utilities | 2.73 | 2 |
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