Sundaram Mid Cap Fund Regular Plan vs SBI Magnum Midcap Fund 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) | ₹22546 Cr | ₹12596 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 | -3.67% | 0.96% |
6 Month | 7.79% | 16.34% |
1 Year | -3.51% | 3.49% |
3 Year | 16.24% | 23.89% |
5 Year | 25.8% | 26.75% |
SIP Return Analysis
Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -1.34% | 5.76% |
1 Year | -5.12% | 8.14% |
3 Year | 11.97% | 22.22% |
5 Year | 16.58% | 22.35% |
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% | 15.11% |
Sharp | 0.89% | 1.12% |
Beta | 0.78% | 0.91% |
Alpha | -2.52% | 1.10% |
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 | 8.69 | 8.46 |
Mid Cap | 70.43 | 66.65 |
Large Cap | 6.75 | 10.65 |
Small Cap | 14.13 | 14.24 |
Sector Allocation
Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.06 | 5.49 |
Financial Services | 25.19 | 19.28 |
Basic Materials | 11.77 | 11.06 |
Technology | 4.75 | 5.61 |
Healthcare | 9.95 | 11.57 |
Consumer Cyclical | 17.47 | 17.91 |
Real Estate | 4.48 | 3.59 |
Energy | 1.39 | 2.04 |
Industrials | 11.51 | 14.27 |
Communication Services | 1.61 | 2.32 |
Consumer Defensive | 4.09 | 4.27 |
Utilities | 2.73 | 2.59 |
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