SBI Magnum Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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SBI Midcap Fund - Regular Plan - Growth

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Tata Mid Cap Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹22406 Cr	₹4701 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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Month	2.73%	4.8%
6 Month	0.97%	1.65%
1 Year	2.01%	-0.87%
3 Year	22.49%	25.82%
5 Year	29.19%	27.28%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	8.78%	11.86%
1 Year	10.11%	11.9%
3 Year	18.23%	21.58%
5 Year	20.81%	21.65%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	16.23%	16.93%
3 Year	16.29%	16.85%
5 Year	16.45%	17.17%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	13.56%	15.23%
Sharp	1.12%	1.18%
Beta	0.76%	0.88%
Alpha	-1.29%	-1.21%

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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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	6.53	6.59
Mid Cap	72.55	69.71
Small Cap	14.98	14.97
Large Cap	5.94	8.73

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	6.53	6.59
Finance	11.21	5.24
Cement & Cement Products	7.14	4.33
IT - Services	1.95	-
Capital Markets	2.14	-
Healthcare Services	4.26	3.41
Banks	4.25	5.88
Leisure Services	2.29	3.39
Pharmaceuticals & Biotechnology	8.43	11.58
Auto Components	10.24	6.06
Realty	3.82	4.35
Petroleum Products	1.38	1.57
Industrial Products	5.67	6.62
Telecom - Services	1.71	3.5
Consumer Durables	4.7	2.6
Electrical Equipment	3.48	2.21
Personal Products	3.18	-
Insurance	2.24	6.55
Retailing	1.36	-
Food Products	0.95	-
Fertilizers & Agrochemicals	0.68	4.03
IT - Software	3.02	4.32
Industrial Manufacturing	2.24	-
Textiles & Apparels	4.25	2.14
Power	2.88	0.58
Chemicals & Petrochemicals	-	1.82
Construction	-	1.04
Gas	-	1.98
Agricultural, Commercial & Construction Vehicles	-	1
Aerospace & Defense	-	1.31
Diversified	-	0.62
Agricultural Food & other Products	-	1.42
Transport Infrastructure	-	3.25
Ferrous Metals	-	1.01
Transport Services	-	0.51
Commercial Services & Supplies	-	1.09